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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.98B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
5.79%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.68%
New
43
Increased
62
Reduced
94
Closed
13
Calls
$613K
Puts
$954K
Net Calls
-$341K
Net Calls Change
-$534K

Top Buyers

1
WA
Waverly Advisors
Alabama
$80.4M
2
Bank of America
Bank of America
North Carolina
$344M
3
LPL Financial
LPL Financial
California
$150M
4
AA
Ancora Advisors
Ohio
$27.7M
5
Ameriprise
Ameriprise
Minnesota
$121M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
USAA
United Services Automobile Association
Texas
$143M
3
Invesco
Invesco
Georgia
$261M
4
CIA
Choate Investment Advisors
Massachusetts
$61.6M
5
Goldman Sachs
Goldman Sachs
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$27.1M +$3.16M +139,065 +13%
TA
27
Tiedemann Advisors
New York
$25.5M -$1.25M -55,140 -5%
HCP
28
Holt Capital Partners
Texas
$23.8M -$717K -31,575 -3%
GA
29
Geller Advisors
New York
$23.8M +$128K +5,615 +0.5%
DADC
30
D.A. Davidson & Co
Montana
$23M +$1.18M +51,840 +5%
KA
31
Klingman & Associates
New York
$21.4M -$614K -27,025 -3%
FDCC
32
Foster Dykema Cabot & Co
Massachusetts
$19.6M -$383K -16,840 -2%
SMA
33
Simply Money Advisors
Ohio
$19.5M -$398K -17,535 -2%
LPT
34
Legacy Private Trust
Wisconsin
$18.4M -$1.8M -79,220 -9%
MML Investors Services
35
MML Investors Services
Massachusetts
$18.2M -$1.06M -46,505 -5%
WBG
36
Wharton Business Group
Pennsylvania
$17.8M – – –
SIC
37
Sigma Investment Counselors
Michigan
$16.6M -$376K -16,555 -2%
OPCM
38
Osborne Partners Capital Management
California
$16.3M -$1.03M -45,225 -6%
SF
39
Synovus Financial
Georgia
$16.3M +$821K +36,140 +5%
FWM
40
Frontier Wealth Management
Missouri
$15.7M -$745K -32,800 -5%
DIA
41
Denver Investment Advisors
Colorado
$13M -$3.98K -175 -0%
AFA
42
Arlington Financial Advisors
California
$13M +$13M +540,755 New
HighTower Advisors
43
HighTower Advisors
Illinois
$12.9M -$106K -4,670 -0.8%
SB
44
Suntrust Banks
Georgia
$11.5M +$844K +40,660 +8%
JWA
45
JFS Wealth Advisors
Pennsylvania
$11.5M -$71.6K -3,150 -0.6%
TWA
46
Tillar-Wenstrup Advisors
Ohio
$11.5M -$411K -18,110 -3%
RCM
47
Rivernorth Capital Management
Florida
$11.4M – – –
AG
48
Advisor Group
Arizona
$10.7M +$22.9K +1,010 +0.2%
NCM
49
Novare Capital Management
North Carolina
$9.88M -$1.72M -75,520 -15%
GT
50
Glenmede Trust
Pennsylvania
$9.74M -$2.2M -96,655 -18%
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