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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.71B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.67%
New
22
Increased
73
Reduced
79
Closed
14
Calls
$1.28M
Puts
$1.08M
Net Calls
+$193K
Net Calls Change
+$419K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$29.3M
2
Invesco
2
Invesco
Georgia
$258M
3
Ameriprise
3
Ameriprise
Minnesota
$106M
4
RVPG
4
Relative Value Partners Group
$31.1M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$4.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$302M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$18.1M
3
FWM
3
FFT Wealth Management
Pennsylvania
$0
4
SMA
4
Simply Money Advisors
Ohio
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$22.6M +$4.27M +199,380 +23%
GA
27
Geller Advisors
New York
$22.3M +$109K +5,090 +0.5%
KA
28
Klingman & Associates
New York
$20.8M -$1.08M -50,480 -5%
DADC
29
D.A. Davidson & Co
Montana
$20.6M +$1.62M +75,730 +9%
LPT
30
Legacy Private Trust
Wisconsin
$19.1M -$348K -16,255 -2%
FDCC
31
Foster Dykema Cabot & Co
Massachusetts
$18.8M -$15.9K -740 -0.1%
SMA
32
Simply Money Advisors
Ohio
$18.7M -$10.6M -492,930 -36%
MML Investors Services
33
MML Investors Services
Massachusetts
$18.1M -$43.7M -2,037,940 -71%
WBG
34
Wharton Business Group
Pennsylvania
$16.8M – – –
OPCM
35
Osborne Partners Capital Management
California
$16.4M -$806K -37,630 -5%
SIC
36
Sigma Investment Counselors
Michigan
$16M -$101K -4,710 -0.6%
FWM
37
Frontier Wealth Management
Missouri
$15.5M -$666K -31,070 -4%
AA
38
Ancora Advisors
Ohio
$14.8M – – –
SF
39
Synovus Financial
Georgia
$14.6M +$499K +23,280 +4%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.3M -$675K -31,495 -5%
DIA
41
Denver Investment Advisors
Colorado
$12.3M -$8.57K -400 -0.1%
GT
42
Glenmede Trust
Pennsylvania
$11.3M -$721K -33,635 -6%
TWA
43
Tillar-Wenstrup Advisors
Ohio
$11.2M -$172K -8,045 -2%
NCM
44
Novare Capital Management
North Carolina
$10.9M -$261K -12,195 -2%
JWA
45
JFS Wealth Advisors
Pennsylvania
$10.9M -$1.04M -48,755 -9%
RCM
46
Rivernorth Capital Management
Florida
$10.8M – – –
SB
47
Suntrust Banks
Georgia
$10.7M +$2.83M +136,580 +36%
Goldman Sachs
48
Goldman Sachs
New York
$10.2M -$823K -38,410 -7%
AG
49
Advisor Group
Arizona
$10.1M -$254K -11,845 -2%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$8.71M -$50.3K -2,345 -0.6%
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