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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$27.1M
2
AF
Allworth Financial
California
+$19.2M
3
PI
PFS Investments
Georgia
+$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$207M
2
USAA
United Services Automobile Association
Texas
-$139M
3
CIA
Choate Investment Advisors
Massachusetts
-$29.1M
4
GA
Geller Advisors
New York
-$23.2M
5
FWM
Frontier Wealth Management
Missouri
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCAMG
226
Woodard & Company Asset Management Group
North Carolina
$45K – – –
B
227
Bridgeworth
Alabama
$45K -$317K -14,085 -88%
EWM
228
Endurance Wealth Management
Rhode Island
$45K – – –
RWA
229
Ropes Wealth Advisors
Massachusetts
$45K – – –
CAC
230
Certified Advisory Corp
Florida
$45K +$225 +10 +0.5%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$36K +$24.3K +1,085 +207%
LC
232
Landaas & Company
Wisconsin
$35K +$35K +1,550 New
HFM
233
Hartford Financial Management
Connecticut
$33K +$33K +1,460 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$31K – – –
CTB
235
Country Trust Bank
Illinois
$25K – – –
AIM
236
Advantage Investment Management
Iowa
$23K – – –
CB
237
CNB Bank
Pennsylvania
$22K – – –
FMTCOCP
238
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
TIM
239
Tortoise Investment Management
New York
$19K – – –
FC
240
Ferris Capital
Massachusetts
$16K – – –
AWM
241
AllSquare Wealth Management
New York
$15K +$15K +650 New
KL
242
KWMG LLC
Kansas
$14K +$14K +635 New
CB
243
Community Bank
New York
$13K – – –
HNB
244
Huntington National Bank
Ohio
$11K – – –
LJHT
245
Laurie J. Hall Trustee
$9K -$28.9K -1,350 -76%
PCTC
246
Perkins Coie Trust Company
Washington
$8K – – –
HS
247
Horan Securities
United States
$8K – – –
PA
248
Parallel Advisors
California
$6K – – –
SMFS
249
Squar Milner Financial Services
California
$6K +$6K +260 New
GTAM
250
Global Trust Asset Management
Florida
$6K +$6K +285 New
8 9
10
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