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

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$27.3M
2
GA
2
Geller Advisors
New York
$21.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$940K
4
CIA
4
Choate Investment Advisors
Massachusetts
$25.7M
5
Bank of America
5
Bank of America
North Carolina
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$46K +$46K +2,655 New
IWM
177
Integrated Wealth Management
California
$37K – – –
LNB
178
Ledyard National Bank
$36K – – –
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$36K +$12.1K +690 +50%
DBT
180
Dubuque Bank & Trust
Iowa
$35K – – –
BC
181
Bartlett & Co
Ohio
$33K – – –
NFG
182
Next Financial Group
Texas
$30K -$30.7K -1,790 -51%
ACM
183
Argentus Capital Management
Texas
$27K +$27K +1,570 New
VIA
184
Vantage Investment Advisors
Pennsylvania
$18K +$88 +5 +0.5%
AIM
185
Advantage Investment Management
Iowa
$17K – – –
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +750 New
AFP
187
Ausdal Financial Partners
Iowa
$8K +$8K +455 New
AF
188
Allworth Financial
California
$8K +$8K +465 New
CG
189
Cutler Group
California
$8K +$8K +500 New
QCG
190
Quadrant Capital Group
Ohio
$6K – – –
OFS
191
Orrstown Financial Services
Pennsylvania
$4K – – –
WTB
192
Washington Trust Bank
Washington
$3K – – –
ST
193
Smithfield Trust
Pennsylvania
$3K – – –
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
HA
195
Harfst & Associates
Wyoming
$1K – – –
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$292 +$53 +3,035 +22%
BFG
197
Bouchey Financial Group
New York
– -$5.07M -305,710 Closed
Neuberger Berman Group
198
Neuberger Berman Group
New York
– -$710K -42,795 Closed
Barclays
199
Barclays
United Kingdom
– -$619K -37,750 Closed
ICAS
200
Investors Capital Advisory Services
Massachusetts
– -$283K -17,120 Closed
5 6 7
8
9