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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 %
CCM
251
Cribstone Capital Management
Maine
$5K – – –
APA
252
American Portfolios Advisors
New York
$3.27K – – –
BBPWM
253
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
BRC
254
Bell Rock Capital
Delaware
$2K +$125 +5 +7%
LFG
255
LifePlan Financial Group
Ohio
$1K – – –
USAA
256
United Services Automobile Association
Texas
– -$139M -6,296,350 Closed
GA
257
Geller Advisors
New York
– -$23.2M -1,051,665 Closed
FWM
258
Frontier Wealth Management
Missouri
– -$15.7M -713,765 Closed
AA
259
Ancora Advisors
Ohio
– -$15.3M -694,450 Closed
Citadel Advisors
260
Citadel Advisors
Florida
– -$6.78M -307,630 Closed
RC
261
RegentAtlantic Capital
New Jersey
– -$5.96M -270,535 Closed
CTC
262
Central Trust Company
Missouri
– -$2.61M -118,655 Closed
IFWM
263
Institute for Wealth Management
Colorado
– -$2.33M -104,710 Closed
WB
264
Webster Bank
Connecticut
– -$2.01M -91,385 Closed
RFC
265
Regions Financial Corp
Alabama
– -$1.64M -74,375 Closed
William Blair & Company
266
William Blair & Company
Illinois
– -$807K -36,620 Closed
SEIA
267
Signature Estate & Investment Advisors
California
– -$672K -30,485 Closed
BWM
268
BigSur Wealth Management
Florida
– -$420K -19,040 Closed
AWA
269
Arete Wealth Advisors
Illinois
– -$418K -18,965 Closed
ACP
270
Aveo Capital Partners
Colorado
– -$406K -18,435 Closed
LWAC
271
Laurel Wealth Advisors (California)
California
– -$343K -15,600 Closed
SC
272
Scotia Capital
Ontario, Canada
– -$285K -12,940 Closed
WPP
273
Whalerock Point Partners
Rhode Island
– -$245K -11,115 Closed
GI
274
GS Investments
Minnesota
– -$137K -6,225 Closed
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
– -$124K -5,750 Closed
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