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

Top Sellers

1
CAN
Cetera Advisor Networks
California
$55.9M
2
UBS Group
UBS Group
Switzerland
$49.6M
3
SMA
Simply Money Advisors
Ohio
$39.4M
4
LPT
Legacy Private Trust
Wisconsin
$32.9M
5
RCM
Rivernorth Capital Management
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$45K – – –
SEI Investments
177
SEI Investments
Pennsylvania
$40K +$40K +2,000 New
RWA
178
Ropes Wealth Advisors
Massachusetts
$40K +$40K +2,000 New
BCM
179
Blume Capital Management
California
$36K +$36K +1,785 New
PCTC
180
Perkins Coie Trust Company
Washington
$33K +$33K +1,650 New
CAL
181
Capital Advisors Ltd
Ohio
$32K – – –
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$31K +1,565 New
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +1,380 New
FAN
184
Financial Advisors Network
California
$25.1K +$25.1K +1,250 New
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +1,135 New
LNB
186
Ledyard National Bank
$22K – – –
AIM
187
Advantage Investment Management
Iowa
$20K – – –
FMTCOCP
188
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19.9K +$19.9K +1,000 New
TIM
189
Tortoise Investment Management
New York
$17K – – –
BCI
190
Brinker Capital Investments
Pennsylvania
$16K +$16K +795 New
GRP
191
Global Retirement Partners
California
$16K +$16K +855 New
CG
192
Cutler Group
California
$9K +$9K +500 New
NFG
193
Next Financial Group
Texas
$6K – – –
PA
194
Parallel Advisors
California
$6K +$6K +280 New
AssetMark Inc
195
AssetMark Inc
California
$6K +$6K +285 New
KLI
196
Kelman-Lazarov Inc
Tennessee
$5.57K – – –
WTB
197
Washington Trust Bank
Washington
$4K – – –
BC
198
Bartlett & Co
Ohio
$3K – – –
AIP
199
Ameritas Investment Partners
Nebraska
$3K +$3K +155 New
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
5 6 7
8
9