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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.8M
3
Ameriprise
Ameriprise
Minnesota
$140M
4
PI
PFS Investments
Georgia
$47.9M
5
WA
Waverly Advisors
Alabama
$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$284M
2
Invesco
Invesco
Georgia
$227M
3
CIA
Choate Investment Advisors
Massachusetts
$38.7M
4
AA
Ancora Advisors
Ohio
$15.3M
5
BPB
Badgley, Phelps & Bell
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
26
McIlrath & Eck
Washington
$27.3M +$657K +29,830 +2%
RVPG
27
Relative Value Partners Group
$26.5M -$5.01M -227,370 -16%
HCP
28
Holt Capital Partners
Texas
$24.4M +$1.26M +57,250 +5%
DADC
29
D.A. Davidson & Co
Montana
$23.5M +$1.18M +53,340 +5%
GA
30
Geller Advisors
New York
$23.2M +$126K +5,725 +0.5%
KA
31
Klingman & Associates
New York
$20.9M +$116K +5,255 +0.6%
LPT
32
Legacy Private Trust
Wisconsin
$19M +$1.18M +53,345 +7%
FDCC
33
Foster Dykema Cabot & Co
Massachusetts
$18.8M -$177K -8,040 -0.9%
SMA
34
Simply Money Advisors
Ohio
$18.6M -$295K -13,375 -2%
SF
35
Synovus Financial
Georgia
$16.6M +$827K +37,545 +5%
MML Investors Services
36
MML Investors Services
Massachusetts
$16.2M -$1.4M -63,730 -8%
SIC
37
Sigma Investment Counselors
Michigan
$15.9M -$233K -10,555 -1%
FWM
38
Frontier Wealth Management
Missouri
$15.7M +$496K +22,530 +3%
AA
39
Ancora Advisors
Ohio
$15.3M -$11.5M -523,210 -43%
OPCM
40
Osborne Partners Capital Management
California
$15.1M -$721K -32,735 -5%
WBG
41
Wharton Business Group
Pennsylvania
$14.4M -$2.9M -131,500 -17%
HighTower Advisors
42
HighTower Advisors
Illinois
$12.9M +$361K +16,385 +3%
DIA
43
Denver Investment Advisors
Colorado
$12.6M -$9.37K -425 -0.1%
SB
44
Suntrust Banks
Georgia
$11.4M -$70.4K -3,395 -0.6%
RCM
45
Rivernorth Capital Management
Florida
$11.1M – – –
TWA
46
Tillar-Wenstrup Advisors
Ohio
$10.9M -$235K -10,650 -2%
JWA
47
JFS Wealth Advisors
Pennsylvania
$10.2M -$982K -44,545 -9%
AG
48
Advisor Group
Arizona
$9.91M -$492K -22,310 -5%
GT
49
Glenmede Trust
Pennsylvania
$9.74M – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$9.37M +$7.62M +347,065 +437%
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