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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$484M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
Bank of America
Bank of America
North Carolina
$244M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
AF
Allworth Financial
California
$46M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$97.8M
2
Invesco
Invesco
Georgia
$181M
3
WA
Waverly Advisors
Alabama
$62.3M
4
USAA
United Services Automobile Association
Texas
$94.3M
5
Wells Fargo
Wells Fargo
California
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
SeaCrest Wealth Management
New York
$45K – – –
MFBTD
252
MB Financial Bank - Trust Department
Illinois
$43K – – –
EWM
253
Endurance Wealth Management
Rhode Island
$41K – – –
RWA
254
Ropes Wealth Advisors
Massachusetts
$41K – – –
FHA
255
Flagship Harbor Advisors
Massachusetts
$37K -$469K -23,250 -93%
BCM
256
Blume Capital Management
California
$37K – – –
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
AWM
258
Avior Wealth Management
Nebraska
$33K +$33K +1,670 New
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$31K +$2.67K +130 +9%
CIAS
260
Capital Investment Advisory Services
North Carolina
$24K +$24K +1,190 New
CTB
261
Country Trust Bank
Illinois
$22K – – –
ESB
262
Essex Savings Bank
Connecticut
$21K +$21K +1,025 New
AIM
263
Advantage Investment Management
Iowa
$20K – – –
FMTCOCP
264
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
TIM
265
Tortoise Investment Management
New York
$18K – – –
CAC
266
Certified Advisory Corp
Florida
$17K -$24.8K -1,190 -59%
WANY
267
Wealthspire Advisors (New York)
New York
$15K +$15K +750 New
APC
268
Aspire Private Capital
North Carolina
$15K +$15K +755 New
KL
269
KWMG LLC
Kansas
$13K – – –
CB
270
Community Bank
New York
$12K – – –
LJHT
271
Laurie J. Hall Trustee
$9K – – –
HS
272
Horan Securities
United States
$8K – – –
GT
273
Glenmede Trust
Pennsylvania
$7.44K -$910 -44,785 -11%
PCTC
274
Perkins Coie Trust Company
Washington
$7K – – –
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$7K +$7K +350 New
9 10
11
12 13