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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 %
MA
276
MUFG Americas
New York
$20K +$20K +870 New
CB
277
CNB Bank
Pennsylvania
$17K -$36.6K -1,595 -68%
APC
278
Aspire Private Capital
North Carolina
$17K – – –
LF
279
Lee Financial
Texas
$16K +$16K +725 New
KL
280
KWMG LLC
Kansas
$14K – – –
CB
281
Community Bank
New York
$13K – – –
GSWM
282
Golden State Wealth Management
California
$13K +$13K +595 New
JPMorgan Chase & Co
283
JPMorgan Chase & Co
New York
$10K -$4.29M -188,720 -100%
LJHT
284
Laurie J. Hall Trustee
$10K – – –
PCTC
285
Perkins Coie Trust Company
Washington
$8K – – –
HS
286
Horan Securities
United States
$8K – – –
GT
287
Glenmede Trust
Pennsylvania
$7.38K -$928 -40,950 -11%
SIS
288
Sound Income Strategies
Florida
$7K – – –
UBS AM
289
UBS AM
Illinois
$6.12K +$6.12K +270 New
PA
290
Parallel Advisors
California
$6K – – –
BWA
291
Burt Wealth Advisors
Maryland
$5K -$777K -31,095 -99%
SMFS
292
Squar Milner Financial Services
California
$5K – – –
CCM
293
Cribstone Capital Management
Maine
$5K – – –
CIM
294
Contravisory Investment Management
Massachusetts
$5K +$5K +230 New
APA
295
American Portfolios Advisors
New York
$3.29K – – –
BBPWM
296
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
CAM
297
Cresset Asset Management
Illinois
$2K – – –
LFG
298
LifePlan Financial Group
Ohio
$1K -$1K -30 -50%
BRC
299
Bell Rock Capital
Delaware
$1K – – –
TC
300
Trilogy Capital
California
– -$2.93M -144,365 Closed
9 10 11
12
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