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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 %
Bank of America
1
Bank of America
North Carolina
$250M -$10.7M -614,880 -4%
Invesco
2
Invesco
Georgia
$225M +$39.8M +2,294,555 +21%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$170M -$5.55M -319,310 -3%
USAA
4
United Services Automobile Association
Texas
$104M +$4.47M +257,300 +5%
UBS Group
5
UBS Group
Switzerland
$68.7M -$8.39M -483,215 -11%
Morgan Stanley
6
Morgan Stanley
New York
$62.2M -$7.17M -413,060 -10%
SMA
7
Simply Money Advisors
Ohio
$61.5M +$674K +38,825 +1%
LPL Financial
8
LPL Financial
California
$56.8M +$25.9M +1,503,175 +84%
CFA
9
Carroll Financial Associates
North Carolina
$54.3M +$13.2M +761,735 +32%
CSIA
10
Charles Schwab Investment Advisory
California
$51.4M +$5.49M +316,315 +12%
Wells Fargo
11
Wells Fargo
California
$50.1M +$100K +5,780 +0.2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$49.5M +$2.78M +160,225 +6%
CC
13
Callan Capital
California
$46.3M +$5.01M +288,220 +12%
GC
14
Grimes & Company
Massachusetts
$45.9M +$353K +20,350 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$41.1M +$6.32M +364,435 +18%
CAN
16
Cetera Advisor Networks
California
$39.2M +$6.11M +351,640 +18%
KL
17
Kinsight LLC
Alabama
$33.8M +$1.17M +67,445 +4%
AIA
18
Arbor Investment Advisors
North Carolina
$32.4M +$1.57M +90,420 +5%
BWM
19
Baystate Wealth Management
Massachusetts
$30M +$2M +114,925 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$29.5M +$2.78M +159,870 +10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$29.5M +$20.4M +1,175,840 +226%
LPT
22
Legacy Private Trust
Wisconsin
$29.5M +$1.71M +98,425 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28M +$1.72M +99,140 +7%
SMG
24
Spectrum Management Group
Indiana
$27.3M -$33.7M -1,939,005 -55%
CIA
25
Choate Investment Advisors
Massachusetts
$25.7M -$10.9M -594,420 -30%
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