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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

198 hedge funds and large institutions have $2.16B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.74%
New
31
Increased
66
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$225M
2
LPL Financial
LPL Financial
California
$56.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$29.5M
4
CFA
Carroll Financial Associates
North Carolina
$54.3M
5
RJT
Raymond James Trust
Florida
$10.9M

Top Sellers

1
SMG
Spectrum Management Group
Indiana
$27.3M
2
GA
Geller Advisors
New York
$21.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$940K
4
CIA
Choate Investment Advisors
Massachusetts
$25.7M
5
Bank of America
Bank of America
North Carolina
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$248K +$248K +14,280 New
Millennium Management
152
Millennium Management
New York
$241K +$23.4K +1,350 +11%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$230K -$141K -8,140 -38%
BWA
154
Burt Wealth Advisors
Maryland
$229K +$84.6K +4,875 +59%
IA
155
IFP Advisors
Florida
$219K +$219K +12,630 New
CS
156
Comerica Securities
Michigan
$215K – – –
TI
157
Truepoint Inc
Ohio
$212K -$33.3K -1,915 -14%
GWS
158
Glassman Wealth Services
Virginia
$211K – – –
CCS
159
Crosspoint Capital Strategies
California
$207K +$207K +11,315 New
WPP
160
Whalerock Point Partners
Rhode Island
$206K +$206K +11,880 New
PAG
161
Private Advisor Group
New Jersey
$204K +$204K +11,775 New
BFC
162
Blue Fin Capital
Rhode Island
$201K +$201K +11,550 New
SEIA
163
Signature Estate & Investment Advisors
California
$176K +$176K +10,110 New
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$170K +$170K +9,795 New
MCM
165
Manchester Capital Management
Vermont
$168K +$168K +9,670 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$157K – – –
PMFA
167
Plante Moran Financial Advisors
Michigan
$129K – – –
PSI
168
Pinnacle Summer Investments
Virginia
$120K – – –
DPA
169
Delphi Private Advisors
California
$119K +$119K +6,850 New
BBHC
170
Brown Brothers Harriman & Co
New York
$104K – – –
BlackRock
171
BlackRock
New York
$97K +$97K +5,575 New
LWM
172
LBA Wealth Management
Florida
$83K – – –
WP
173
WealthPLAN Partners
Nebraska
$74K +$74K +12,750 New
WEC
174
Winslow Evans & Crocker
Massachusetts
$70.5K – – –
HDIM
175
Hanson & Doremus Investment Management
Vermont
$65K +$436 +25 +0.7%
5 6
7
8 9