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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 %
SWP
76
Stratos Wealth Partners
Ohio
$3.54M +$388K +19,120 +12%
WIA
77
World Investment Advisors
California
$3.43M +$3.43M +166,550 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.31M -$64.8K -3,190 -2%
NEIRG
79
New England Investment & Retirement Group
Massachusetts
$3.28M -$16.7K -820 -0.5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$3.13M -$5.2K -255 -0.2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$1.04M +51,000 +50%
SSWM
82
Sheets Smith Wealth Management
North Carolina
$3.08M -$321K -15,795 -9%
TC
83
Trilogy Capital
California
$2.93M +$1.81M +88,870 +160%
BTS
84
BB&T Securities
Virginia
$2.89M +$2.54K +125 +0.1%
FA
85
FDx Advisors
Illinois
$2.83M +$2.83M +139,250 New
STMM
86
South Texas Money Management
Texas
$2.78M – – –
Citadel Advisors
87
Citadel Advisors
Florida
$2.75M +$2.75M +135,560 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.73M -$4.67K -230 -0.2%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.71M +$135K +6,655 +5%
RPG
90
Resource Planning Group
Georgia
$2.62M -$240K -11,840 -8%
RIL
91
Rothschild Investment LLC
Illinois
$2.59M +$639K +31,475 +33%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$2.46M -$451K -22,200 -15%
NB
93
Northwest Bancshares
Pennsylvania
$2.45M -$26K -1,280 -1%
SMG
94
Spectrum Management Group
Indiana
$2.42M – – –
BJ
95
Brouwer & Janachowski
California
$2.34M -$136K -6,700 -5%
CTC
96
Central Trust Company
Missouri
$2.33M +$57.9K +2,850 +3%
PWP
97
Principle Wealth Partners
Connecticut
$2.25M +$2.25M +11,080 New
FPCP
98
Fort Point Capital Partners
California
$2.11M – – –
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$2.01M +$6.2K +305 +0.3%
CCA
100
Clearwater Capital Advisors
Illinois
$1.98M -$82.9K -4,080 -4%
2 3
4
5 6