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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.98B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
5.79%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.68%
New
43
Increased
62
Reduced
94
Closed
13
Calls
$613K
Puts
$954K
Net Calls
-$341K
Net Calls Change
-$534K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$80.4M
2
Bank of America
2
Bank of America
North Carolina
$344M
3
LPL Financial
3
LPL Financial
California
$150M
4
AA
4
Ancora Advisors
Ohio
$27.7M
5
Ameriprise
5
Ameriprise
Minnesota
$121M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
USAA
2
United Services Automobile Association
Texas
$143M
3
Invesco
3
Invesco
Georgia
$261M
4
CIA
4
Choate Investment Advisors
Massachusetts
$61.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$1.87M – – –
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.81M -$57K -2,510 -3%
IA
103
IFP Advisors
Florida
$1.79M -$71K -3,125 -4%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.74M -$10.7K -470 -0.6%
Lido Advisors
105
Lido Advisors
California
$1.71M -$68.5K -3,015 -4%
MFS
106
McNamara Financial Services
Massachusetts
$1.64M -$30.1K -1,325 -2%
RFC
107
Regions Financial Corp
Alabama
$1.63M -$44.4K -1,955 -3%
MHS
108
M Holdings Securities
Oregon
$1.56M +$1.82K +80 +0.1%
RIL
109
Rothschild Investment LLC
Illinois
$1.5M -$141K -6,200 -9%
EFS
110
Essex Financial Services
Connecticut
$1.44M +$123K +5,400 +9%
Northern Trust
111
Northern Trust
Illinois
$1.44M +$132K +5,810 +10%
SWM
112
Shakespeare Wealth Management
Wisconsin
$1.42M +$1.42M +62,275 New
MA
113
Montag & Associates
Georgia
$1.36M – – –
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.33M +$1.33M +58,610 New
PGA
115
Premia Global Advisors
Florida
$1.31M +$1.31M +58,260 New
AC
116
Alexandria Capital
Virginia
$1.27M -$485K -21,360 -28%
VHAM
117
Van Hulzen Asset Management
California
$1.2M -$265K -11,670 -18%
WCF
118
West Coast Financial
California
$1.17M -$96.6K -4,250 -8%
PMFA
119
Plante Moran Financial Advisors
Michigan
$1.15M -$32.5K -1,430 -3%
WG
120
Welch Group
Alabama
$1.12M – – –
B
121
Bridgeworth
Alabama
$1.07M -$229K -10,095 -18%
FHB
122
First Hawaiian Bank
Hawaii
$1.05M – – –
Wolverine Trading
123
Wolverine Trading
Illinois
$1M -$1.03M -45,165 -51%
BJL
124
Brighton Jones LLC
Washington
$982K +$4.66K +205 +0.5%
BFC
125
Blue Fin Capital
Rhode Island
$979K +$46.1K +2,030 +5%
3 4
5
6 7