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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

187 hedge funds and large institutions have $2.25B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+12
Holders Change %
+6.86%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
20
Increased
76
Reduced
50
Closed
6
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$201K

Top Buyers

1
Invesco
1
Invesco
Georgia
$289M
2
Bank of America
2
Bank of America
North Carolina
$276M
3
FWM
3
Frontier Wealth Management
Missouri
$21.2M
4
SMA
4
Simply Money Advisors
Ohio
$62.6M
5
USAA
5
United Services Automobile Association
Texas
$77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.47M
4
LPL Financial
4
LPL Financial
California
$20.1M
5
AA
5
Ancora Advisors
Ohio
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$289M +$58.4M +3,197,830 +25%
Bank of America
2
Bank of America
North Carolina
$276M +$35.5M +1,946,260 +15%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$177M -$558K -30,540 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$89.3M -$79.4M -4,348,210 -47%
SMG
5
Spectrum Management Group
Indiana
$84.5M -$7.34M -401,950 -8%
USAA
6
United Services Automobile Association
Texas
$77M +$13.8M +754,500 +22%
SMA
7
Simply Money Advisors
Ohio
$62.6M +$17.8M +973,720 +40%
UBS Group
8
UBS Group
Switzerland
$58.7M +$944K +51,695 +2%
Wells Fargo
9
Wells Fargo
California
$51.2M +$1.68M +92,115 +3%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$47.6M +$487K +26,660 +1%
CC
11
Callan Capital
California
$46.4M +$223K +12,215 +0.5%
GA
12
Geller Advisors
New York
$45.4M +$204K +11,145 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$39.8M +$3.99M +218,355 +11%
KL
14
Kinsight LLC
Alabama
$36M +$735K +40,260 +2%
CIA
15
Choate Investment Advisors
Massachusetts
$35.7M +$9.86M +540,550 +38%
CAN
16
Cetera Advisor Networks
California
$33M +$8.39M +459,480 +34%
AIA
17
Arbor Investment Advisors
North Carolina
$32.3M +$466K +25,535 +1%
BTS
18
BB&T Securities
Virginia
$29M -$1.49M -8,180 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28.5M +$1.52M +82,960 +6%
WBG
20
Wharton Business Group
Pennsylvania
$28.5M -$2.03M -111,000 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.3M +$5.36M +293,705 +24%
CFA
22
Carroll Financial Associates
North Carolina
$24.4M +$9.57M +524,175 +65%
OC
23
Oppenheimer & Co
New York
$23.8M -$2.13M -116,370 -8%
LPT
24
Legacy Private Trust
Wisconsin
$23.4M -$577K -31,575 -2%
BWM
25
Baystate Wealth Management
Massachusetts
$22.8M +$1.33M +72,880 +6%
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