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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
+$74.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$39.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.6M
4
PI
PFS Investments
Georgia
+$13.7M
5
WA
Waverly Advisors
Alabama
+$9.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
Invesco
Invesco
Georgia
-$25.7M
3
CIA
Choate Investment Advisors
Massachusetts
-$21.1M
4
AA
Ancora Advisors
Ohio
-$11.5M
5
BPB
Badgley, Phelps & Bell
Washington
-$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$9.25M +$416K +18,870 +5%
AFA
52
Arlington Financial Advisors
California
$8.87M -$3.12M -140,805 -26%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$8.82M +$54K +2,450 +0.6%
NCM
54
Novare Capital Management
North Carolina
$8.71M -$879K -39,875 -9%
RA
55
RFG Advisory
Alabama
$8.57M +$8.57M +389,030 New
BEAM
56
Baker Ellis Asset Management
Washington
$8.52M +$299K +13,550 +4%
MIH
57
Madison Investment Holdings
Wisconsin
$8.02M +$142K +6,435 +2%
CA
58
Cornerstone Advisory
Maryland
$7.71M -$48.6K -2,205 -0.6%
CS
59
Credit Suisse
Switzerland
$7.24M +$3.43M +155,485 +90%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$6.8M +$30.7K +1,395 +0.5%
Citadel Advisors
61
Citadel Advisors
Florida
$6.78M +$6.78M +307,630 New
JFA
62
JNBA Financial Advisors
Minnesota
$6.49M -$314K -14,240 -5%
RC
63
RegentAtlantic Capital
New Jersey
$5.96M -$400K -18,135 -6%
US Bancorp
64
US Bancorp
Minnesota
$5.93M -$880K -39,940 -13%
MFP
65
Mosaic Financial Partners
California
$5.76M -$478K -21,705 -8%
FAAS
66
First Allied Advisory Services
California
$5.09M +$328K +14,870 +7%
TCB
67
Texas Capital Bancshares
Texas
$4.93M -$842K -38,220 -15%
Mariner
68
Mariner
Kansas
$4.91M -$1.27M -57,645 -21%
HCC
69
Hirtle Callaghan & Co
Pennsylvania
$4.74M – – –
PA
70
Pinnacle Associates
New York
$4.61M -$3.52M -159,955 -43%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$4.5M +$3.21M +145,700 +249%
PO
72
Private Ocean
California
$4.46M -$355K -16,095 -7%
Goldman Sachs
73
Goldman Sachs
New York
$4.43M -$910K -41,280 -17%
PCFFS
74
Pacific Center for Financial Services
California
$4.13M +$134K +6,060 +3%
SPC
75
Salient Private Client
Texas
$3.93M – – –
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3
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