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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

203 hedge funds and large institutions have $2.43B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
5.08%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
30
Increased
75
Reduced
55
Closed
8
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$412K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$65.1M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$106M
4
JFA
4
JNBA Financial Advisors
Minnesota
$6.8M
5
USAA
5
United Services Automobile Association
Texas
$142M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$55.9M
2
UBS Group
2
UBS Group
Switzerland
$49.6M
3
SMA
3
Simply Money Advisors
Ohio
$39.4M
4
LPT
4
Legacy Private Trust
Wisconsin
$32.9M
5
RCM
5
Rivernorth Capital Management
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
151
Dowling & Yahnke
California
$276K – – –
GWS
152
Glassman Wealth Services
Virginia
$259K – – –
BWM
153
BigSur Wealth Management
Florida
$250K +$250K +12,580 New
SEIA
154
Signature Estate & Investment Advisors
California
$244K -$23.9K -1,205 -9%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$236K – – –
EA
156
Edge Advisors
Georgia
$235K +$235K +11,845 New
CS
157
Comerica Securities
Michigan
$227K -$1.59K -80 -0.7%
WPP
158
Whalerock Point Partners
Rhode Island
$224K – – –
LFAS
159
Level Four Advisory Services
Texas
$219K +$219K +11,000 New
SI
160
SII Investments
Wisconsin
$214K – – –
VKH
161
Virtu KCG Holdings
New York
$209K -$3.33M -167,525 -94%
MCM
162
Manchester Capital Management
Vermont
$187K – – –
BWA
163
Burt Wealth Advisors
Maryland
$170K – – –
SBL
164
Sargent Bickham Lagudis
Colorado
$169K -$15.1K -760 -8%
PMFA
165
Plante Moran Financial Advisors
Michigan
$148K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$137K -$112K -5,660 -45%
DPA
167
Delphi Private Advisors
California
$136K – – –
BlackRock
168
BlackRock
New York
$134K +$8.38K +420 +7%
BBHC
169
Brown Brothers Harriman & Co
New York
$119K – – –
Citigroup
170
Citigroup
New York
$111K +$9.92K +500 +10%
AOWM
171
Alpha Omega Wealth Management
Virginia
$106K +$106K +5,300 New
LWM
172
LBA Wealth Management
Florida
$95K – – –
HDIM
173
Hanson & Doremus Investment Management
Vermont
$75.8K +$398 +20 +0.5%
CPIG
174
Chicago Partners Investment Group
Illinois
$68K – – –
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$54K +$200 +10 +0.4%
5 6
7
8 9