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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.8M
3
Ameriprise
Ameriprise
Minnesota
$140M
4
PI
PFS Investments
Georgia
$47.9M
5
WA
Waverly Advisors
Alabama
$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$284M
2
Invesco
Invesco
Georgia
$227M
3
CIA
Choate Investment Advisors
Massachusetts
$38.7M
4
AA
Ancora Advisors
Ohio
$15.3M
5
BPB
Badgley, Phelps & Bell
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
251
Perkins Coie Trust Company
Washington
$8K – – –
HS
252
Horan Securities
United States
$8K – – –
PA
253
Parallel Advisors
California
$6K – – –
TI
254
Truepoint Inc
Ohio
$5.87K -$49.8K -27,450 -89%
CCM
255
Cribstone Capital Management
Maine
$5K – – –
WTB
256
Washington Trust Bank
Washington
$4K – – –
APA
257
American Portfolios Advisors
New York
$3.2K +$3.2K +145 New
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
BRC
259
Bell Rock Capital
Delaware
$2K – – –
LFG
260
LifePlan Financial Group
Ohio
$1K +$1K +60 New
BPB
261
Badgley, Phelps & Bell
Washington
– -$6.63M -292,040 Closed
SG Americas Securities
262
SG Americas Securities
New York
– -$1.98M -87,070 Closed
Brown Advisory
263
Brown Advisory
Maryland
– -$1.87M -82,300 Closed
IH
264
IFC Holdings
Florida
– -$278K -12,225 Closed
BFA
265
Beaumont Financial Advisors
Massachusetts
– -$237K -10,415 Closed
VCWA
266
Vanguard Capital Wealth Advisors
Colorado
– -$235K -10,335 Closed
CRC
267
Curi RMB Capital
Illinois
– -$228K -10,055 Closed
VDFA
268
Vickerman & Driscoll Financial Advisors
Washington
– -$170K -7,500 Closed
BL
269
Balentine LLC
Georgia
– -$119K -5,250 Closed
LC
270
Landaas & Company
Wisconsin
– -$50K -2,215 Closed
KJWM
271
Kiley Juergens Wealth Management
Washington
– -$44K -1,975 Closed
FIB
272
First Interstate Bank
Montana
– -$37K -1,645 Closed
HWP
273
Hefty Wealth Partners
Indiana
– -$30K -1,335 Closed
SHJ
274
Sharkey, Howes & Javer
Colorado
– -$16K -670 Closed
CA
275
Calton & Associates
Florida
– -$11K -500 Closed
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