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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.15B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
4.94%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
14
Increased
70
Reduced
70
Closed
25
Calls
–
Puts
$180K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.7M
2
CIA
2
Choate Investment Advisors
Massachusetts
$56.1M
3
RVPG
3
Relative Value Partners Group
$16.2M
4
Ameriprise
4
Ameriprise
Minnesota
$54.5M
5
CFA
5
Carroll Financial Associates
North Carolina
$64.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$156M
2
SMG
2
Spectrum Management Group
Indiana
$2.77M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
RJT
4
Raymond James Trust
Florida
$298K
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
151
Glassman Wealth Services
Virginia
$214K – – –
William Blair & Company
152
William Blair & Company
Illinois
$210K +$210K +11,915 New
WPP
153
Whalerock Point Partners
Rhode Island
$209K – – –
MCM
154
Manchester Capital Management
Vermont
$165K -$5.1K -290 -3%
BWA
155
Burt Wealth Advisors
Maryland
$150K -$82.3K -4,675 -35%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$146K -$12.9K -735 -8%
SBL
157
Sargent Bickham Lagudis
Colorado
$138K +$138K +7,845 New
PMFA
158
Plante Moran Financial Advisors
Michigan
$131K – – –
GWM
159
Gupta Wealth Management
California
$122K -$1.38M -78,445 -92%
DPA
160
Delphi Private Advisors
California
$121K – – –
BlackRock
161
BlackRock
New York
$113K +$14.6K +830 +15%
BBHC
162
Brown Brothers Harriman & Co
New York
$106K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$95K -$139K -7,865 -59%
LWM
164
LBA Wealth Management
Florida
$84K – – –
WEC
165
Winslow Evans & Crocker
Massachusetts
$71.6K – – –
HDIM
166
Hanson & Doremus Investment Management
Vermont
$66K +$527 +30 +0.8%
HNB
167
Huntington National Bank
Ohio
$58K – – –
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$47K +$351 +20 +0.8%
CPIG
169
Chicago Partners Investment Group
Illinois
$45K +$45K +2,545 New
DBT
170
Dubuque Bank & Trust
Iowa
$35K – – –
BC
171
Bartlett & Co
Ohio
$33K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$24K -$11.8K -680 -33%
LNB
173
Ledyard National Bank
$20K -$17.3K -975 -46%
AIM
174
Advantage Investment Management
Iowa
$18K – – –
VIA
175
Vantage Investment Advisors
Pennsylvania
$18K +$174 +10 +1%
5 6
7
8 9