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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

299 hedge funds and large institutions have $3.52B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
6.48%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.56%
New
29
Increased
81
Reduced
119
Closed
17
Calls
$317K
Puts
$351K
Net Calls
-$34K
Net Calls Change
-$34K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$292M
2
LPL Financial
LPL Financial
California
$181M
3
PI
PFS Investments
Georgia
$90.5M
4
PAG
Private Advisor Group
New Jersey
$7.66M
5
RA
RFG Advisory
Alabama
$14.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$10.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
3
Morgan Stanley
Morgan Stanley
New York
$58.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$214M
5
AWA
Arete Wealth Advisors
Illinois
$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
251
BDO Wealth Advisors
Florida
$89K +$34.2K +1,500 +62%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$85K -$86.6K -3,815 -50%
HDIM
253
Hanson & Doremus Investment Management
Vermont
$83K +$83K +3,670 New
HNB
254
Huntington National Bank
Ohio
$77K -$107K – –
FCA
255
FinTrust Capital Advisors
South Carolina
$76K – – –
AWM
256
AllSquare Wealth Management
New York
$65K +$4.56K +200 +8%
SWM
257
SeaCrest Wealth Management
New York
$50K – – –
MFBTD
258
MB Financial Bank - Trust Department
Illinois
$48K – – –
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$47K -$72.5K -3,240 -61%
EWM
260
Endurance Wealth Management
Rhode Island
$45K – – –
RWA
261
Ropes Wealth Advisors
Massachusetts
$45K – – –
BCM
262
Blume Capital Management
California
$42K – – –
FHA
263
Flagship Harbor Advisors
Massachusetts
$41K -$225 -10 -0.5%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$37K – – –
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$34K +$26.1K +1,150 +329%
GWMIA
266
Global Wealth Management Investment Advisory
Florida
$34K +$34K +1,500 New
WCG
267
Weaver Consulting Group
California
$29K +$29K +1,260 New
HGWM
268
Harvest Group Wealth Management
Massachusetts
$28K +$28K +1,250 New
CIAS
269
Capital Investment Advisory Services
North Carolina
$27K – – –
GI
270
Gradient Investments
Minnesota
$25K -$31.2K -1,365 -55%
CTB
271
Country Trust Bank
Illinois
$25K – – –
FMTCOCP
272
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
AIM
273
Advantage Investment Management
Iowa
$23K – – –
ESB
274
Essex Savings Bank
Connecticut
$23K – – –
TIM
275
Tortoise Investment Management
New York
$20K – – –
9 10
11
12 13