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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$27.1M
2
AF
Allworth Financial
California
+$19.2M
3
PI
PFS Investments
Georgia
+$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$207M
2
USAA
United Services Automobile Association
Texas
-$139M
3
CIA
Choate Investment Advisors
Massachusetts
-$29.1M
4
GA
Geller Advisors
New York
-$23.2M
5
FWM
Frontier Wealth Management
Missouri
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$25.1M +$1.11M +49,465 +5%
HCP
27
Holt Capital Partners
Texas
$25.1M +$140K +6,225 +0.6%
KA
28
Klingman & Associates
New York
$20.9M -$489K -21,715 -2%
FDCC
29
Foster Dykema Cabot & Co
Massachusetts
$19.6M -$270K -11,620 -1%
AF
30
Allworth Financial
California
$19.2M +$19.2M +853,300 New
LPT
31
Legacy Private Trust
Wisconsin
$18.4M -$1.04M -46,160 -5%
SF
32
Synovus Financial
Georgia
$17.7M +$700K +31,065 +4%
SIC
33
Sigma Investment Counselors
Michigan
$16M -$243K -10,775 -1%
OPCM
34
Osborne Partners Capital Management
California
$15.5M -$9.68K -430 -0.1%
WBG
35
Wharton Business Group
Pennsylvania
$14.7M – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$13.5M +$285K +12,680 +2%
SBH
37
Segall Bryant & Hamill
Illinois
$12.9M +$12.9M +573,790 New
SB
38
Suntrust Banks
Georgia
$12.9M +$456K +20,260 +4%
RA
39
RFG Advisory
Alabama
$11.7M +$2.97M +131,900 +34%
RCM
40
Rivernorth Capital Management
Florida
$11.3M – – –
TWA
41
Tillar-Wenstrup Advisors
Ohio
$10.9M -$261K -11,595 -2%
RCA
42
Rowland Carmichael Advisors
Arizona
$10.7M +$10.7M +473,665 New
CIA
43
Choate Investment Advisors
Massachusetts
$10.4M -$29.1M -1,290,825 -74%
BEAM
44
Baker Ellis Asset Management
Washington
$10.1M +$1.34M +59,700 +15%
FAIM
45
Financial Advocates Investment Management
Washington
$10M +$582K +25,810 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$9.54M -$62.4K -2,770 -0.6%
GT
47
Glenmede Trust
Pennsylvania
$9.14M -$515K -22,860 -5%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$9.08M +$68.1K +3,025 +0.8%
JWA
49
JFS Wealth Advisors
Pennsylvania
$9.02M -$1.37M -61,020 -13%
NCM
50
Novare Capital Management
North Carolina
$8.66M -$241K -10,710 -3%
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