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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.71B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.67%
New
22
Increased
73
Reduced
79
Closed
14
Calls
$1.28M
Puts
$1.08M
Net Calls
+$193K
Net Calls Change
+$419K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$29.3M
2
Invesco
2
Invesco
Georgia
$258M
3
Ameriprise
3
Ameriprise
Minnesota
$106M
4
RVPG
4
Relative Value Partners Group
$31.1M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$4.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$302M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$18.1M
3
FWM
3
FFT Wealth Management
Pennsylvania
$0
4
SMA
4
Simply Money Advisors
Ohio
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
101
Regions Financial Corp
Alabama
$1.58M -$3.43K -160 -0.2%
MFS
102
McNamara Financial Services
Massachusetts
$1.57M -$20.6K -960 -1%
SG Americas Securities
103
SG Americas Securities
New York
$1.56M +$983K +45,865 +171%
RIL
104
Rothschild Investment LLC
Illinois
$1.55M -$53.6K -2,500 -3%
MHS
105
M Holdings Securities
Oregon
$1.47M -$11.4K -530 -0.8%
VHAM
106
Van Hulzen Asset Management
California
$1.39M -$22.1K -1,030 -2%
MA
107
Montag & Associates
Georgia
$1.28M – – –
EFS
108
Essex Financial Services
Connecticut
$1.25M -$1.22M -56,935 -49%
Northern Trust
109
Northern Trust
Illinois
$1.24M +$569K +26,550 +85%
B
110
Bridgeworth
Alabama
$1.23M +$6.01K +280 +0.5%
WCF
111
West Coast Financial
California
$1.2M +$73.4K +3,425 +7%
PMFA
112
Plante Moran Financial Advisors
Michigan
$1.12M – – –
WG
113
Welch Group
Alabama
$1.06M -$5.29K -295 -0.5%
FHB
114
First Hawaiian Bank
Hawaii
$992K -$7.02M -327,945 -88%
BJL
115
Brighton Jones LLC
Washington
$922K +$4.07K +190 +0.4%
CCM
116
Colorado Capital Management
Colorado
$905K – – –
BFC
117
Blue Fin Capital
Rhode Island
$880K +$128K +5,975 +17%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$812K -$1.51M -70,680 -65%
GLRA
119
Gerald L. Ray & Associates
Texas
$728K -$14.7K -685 -2%
BWM
120
Bernicke Wealth Management
Wisconsin
$699K -$51.1K -2,385 -7%
SFA
121
Sequoia Financial Advisors
Ohio
$696K +$696K +32,460 New
WAM
122
Weatherly Asset Management
California
$694K -$2.14K -100 -0.3%
Creative Planning
123
Creative Planning
Kansas
$687K -$49.2K -2,295 -7%
TI
124
Truepoint Inc
Ohio
$654K -$81.1K -3,785 -11%
KSA
125
Ken Stern & Associates
California
$650K -$323 -15 -0%
3 4
5
6 7