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Invesco FTSE RAFI US 1000 ETF

179 hedge funds and large institutions have $2.04B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
5%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
14
Increased
64
Reduced
63
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$249M -$13.6M -817,990 -5%
Invesco
2
Invesco
Georgia
$177M -$114M -6,877,985 -39%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$168M +$166K +10,025 +0.1%
USAA
4
United Services Automobile Association
Texas
$94.6M +$24.7M +1,489,000 +35%
UBS Group
5
UBS Group
Switzerland
$73.6M +$6.86M +413,850 +10%
Morgan Stanley
6
Morgan Stanley
New York
$66.2M -$15.7M -946,450 -19%
SMG
7
Spectrum Management Group
Indiana
$58.2M -$16M -962,220 -22%
SMA
8
Simply Money Advisors
Ohio
$58.1M +$765K +46,115 +1%
Wells Fargo
9
Wells Fargo
California
$47.7M -$513K -30,910 -1%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$44.6M +$1.11M +66,680 +3%
CSIA
11
Charles Schwab Investment Advisory
California
$43.8M +$41.4M +2,495,325 +1,713%
GC
12
Grimes & Company
Massachusetts
$43.5M +$373K +22,495 +0.9%
GA
13
Geller Advisors
New York
$42.5M +$344K +20,750 +0.8%
CFA
14
Carroll Financial Associates
North Carolina
$41.3M +$2.16M +123,675 +6%
CC
15
Callan Capital
California
$39.4M -$3.95M -238,460 -9%
Ameriprise
16
Ameriprise
Minnesota
$33.3M +$11.2M +675,555 +51%
CIA
17
Choate Investment Advisors
Massachusetts
$33.2M +$75K +4,525 +0.2%
CAN
18
Cetera Advisor Networks
California
$31.6M +$1.61M +97,270 +5%
KL
19
Kinsight LLC
Alabama
$31.2M +$399K +24,035 +1%
LPL Financial
20
LPL Financial
California
$30.9M -$3.1M -180,295 -9%
AIA
21
Arbor Investment Advisors
North Carolina
$29.4M -$254K -15,295 -0.9%
BWM
22
Baystate Wealth Management
Massachusetts
$26.7M +$3.67M +221,275 +16%
LPT
23
Legacy Private Trust
Wisconsin
$26.5M +$4.59M +277,000 +21%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.5M +$1.05M +63,445 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$25.1M -$115K -6,945 -0.5%