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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$484M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
Bank of America
Bank of America
North Carolina
$244M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
AF
Allworth Financial
California
$46M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$97.8M
2
Invesco
Invesco
Georgia
$181M
3
WA
Waverly Advisors
Alabama
$62.3M
4
USAA
United Services Automobile Association
Texas
$94.3M
5
Wells Fargo
Wells Fargo
California
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$9.15M -$1.79M -88,030 -16%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$8.39M +$327K +16,090 +4%
RC
53
RegentAtlantic Capital
New Jersey
$8.25M +$2.91M +143,195 +54%
PO
54
Private Ocean
California
$7.99M +$3.91M +192,645 +96%
CS
55
Credit Suisse
Switzerland
$7.3M +$4.94M +243,270 +209%
NCM
56
Novare Capital Management
North Carolina
$7.29M -$360K -17,735 -5%
JWA
57
JFS Wealth Advisors
Pennsylvania
$7.03M -$381K -18,765 -5%
AFA
58
Arlington Financial Advisors
California
$6.91M -$646K -31,775 -9%
AG
59
Advisor Group
Arizona
$6.74M -$480K -23,635 -7%
AWA
60
Arete Wealth Advisors
Illinois
$6.54M +$6.14M +302,310 +1,530%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$6.29M – – –
RCM
62
Rivernorth Capital Management
Florida
$6.19M -$1.37M -67,765 -18%
US Bancorp
63
US Bancorp
Minnesota
$6.04M +$1.12M +55,130 +23%
CA
64
Cornerstone Advisory
Maryland
$4.67M -$32.3K -1,590 -0.7%
Mariner
65
Mariner
Kansas
$4.6M -$275K -13,535 -6%
FAAS
66
First Allied Advisory Services
California
$4.57M -$783K -38,620 -15%
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$4.37M – – –
GLA
68
Great Lakes Advisors
Illinois
$4.32M – – –
SIAS
69
Shine Investment Advisory Services
Colorado
$3.98M +$1.33M +65,240 +50%
JFA
70
JNBA Financial Advisors
Minnesota
$3.97M +$3.86M +190,035 +3,586%
PA
71
Pinnacle Associates
New York
$3.91M -$247K -12,160 -6%
RCA
72
Rowland Carmichael Advisors
Arizona
$3.9M -$5.74M -282,725 -60%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$3.84M +$3.83M +188,455 +26,731%
CIA
74
Choate Investment Advisors
Massachusetts
$3.82M +$3.82M +188,150 New
AI
75
Accredited Investors
Minnesota
$3.62M +$3.28M +161,530 +971%
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3
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