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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.72B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
5.54%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
28
Increased
70
Reduced
78
Closed
10
Calls
$868K
Puts
$1.09M
Net Calls
-$226K
Net Calls Change
-$21K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$59.6M
2
LPL Financial
2
LPL Financial
California
$118M
3
Ameriprise
3
Ameriprise
Minnesota
$94.9M
4
TA
4
Tiedemann Advisors
New York
$25.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$231M
2
GC
2
Grimes & Company
Massachusetts
$31.3M
3
FWM
3
FFT Wealth Management
Pennsylvania
$12.2M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
SMA
5
Simply Money Advisors
Ohio
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$24.4M +$1.65M +79,945 +7%
HCP
27
Holt Capital Partners
Texas
$21.7M +$698K +33,775 +3%
GA
28
Geller Advisors
New York
$21.4M +$16.1K +780 +0.1%
KA
29
Klingman & Associates
New York
$21.1M +$265K +12,825 +1%
LPT
30
Legacy Private Trust
Wisconsin
$18.7M -$9.29M -449,460 -33%
DADC
31
D.A. Davidson & Co
Montana
$18.3M +$2.39M +115,695 +15%
FDCC
32
Foster Dykema Cabot & Co
Massachusetts
$18.2M +$61.9K +2,995 +0.3%
RJA
33
Raymond James & Associates
Florida
$17.6M +$4.16M +201,025 +31%
OPCM
34
Osborne Partners Capital Management
California
$16.6M +$106K +5,115 +0.6%
WBG
35
Wharton Business Group
Pennsylvania
$16.2M – – –
FWM
36
Frontier Wealth Management
Missouri
$15.6M -$240K -11,620 -2%
SIC
37
Sigma Investment Counselors
Michigan
$15.5M +$87.4K +4,230 +0.6%
AA
38
Ancora Advisors
Ohio
$14.3M +$9.41K +455 +0.1%
SF
39
Synovus Financial
Georgia
$13.6M +$844K +40,845 +7%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.5M +$2.76M +133,530 +28%
FWM
41
FFT Wealth Management
Pennsylvania
$12.2M -$15.3M -740,910 -56%
DIA
42
Denver Investment Advisors
Colorado
$11.9M -$9.51K -460 -0.1%
JWA
43
JFS Wealth Advisors
Pennsylvania
$11.5M -$1.35M -65,415 -10%
GT
44
Glenmede Trust
Pennsylvania
$11.5M – – –
TWA
45
Tillar-Wenstrup Advisors
Ohio
$11M +$159K +7,710 +1%
NCM
46
Novare Capital Management
North Carolina
$10.8M -$930K -44,990 -8%
Goldman Sachs
47
Goldman Sachs
New York
$10.7M +$7.72M +373,250 +262%
RCM
48
Rivernorth Capital Management
Florida
$10.4M -$5.67M -274,315 -35%
AG
49
Advisor Group
Arizona
$9.98M -$232K -11,225 -2%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$9.85M +$46.5K +2,250 +0.5%
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