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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
$180M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.8M
3
Ameriprise
Ameriprise
Minnesota
$140M
4
PI
PFS Investments
Georgia
$47.9M
5
WA
Waverly Advisors
Alabama
$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$284M
2
Invesco
Invesco
Georgia
$227M
3
CIA
Choate Investment Advisors
Massachusetts
$38.7M
4
AA
Ancora Advisors
Ohio
$15.3M
5
BPB
Badgley, Phelps & Bell
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
101
Fort Point Capital Partners
California
$2.28M – – –
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$2.27M -$204K -9,250 -8%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$2.17M -$2.09K -95 -0.1%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$2.1M +$202K +9,155 +11%
WB
105
Webster Bank
Connecticut
$2.01M -$617K -28,000 -23%
WA1
106
Wimmer Associates 1
California
$2.01M +$12.9K +585 +0.6%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$175K +7,945 +10%
CIC
108
Cutler Investment Counsel
Oregon
$1.86M -$31.5K -1,430 -2%
IA
109
IFP Advisors
Florida
$1.79M – – –
RIL
110
Rothschild Investment LLC
Illinois
$1.69M +$230K +10,450 +16%
RFC
111
Regions Financial Corp
Alabama
$1.64M +$56.1K +2,545 +4%
MFS
112
McNamara Financial Services
Massachusetts
$1.51M -$80.4K -3,650 -5%
MHS
113
M Holdings Securities
Oregon
$1.48M -$29.1K -1,320 -2%
Lido Advisors
114
Lido Advisors
California
$1.47M -$187K -8,480 -11%
LRIA
115
Leonard Rickey Investment Advisors
Washington
$1.41M -$552K -25,030 -28%
Northern Trust
116
Northern Trust
Illinois
$1.38M -$24.8K -1,125 -2%
SWM
117
Shakespeare Wealth Management
Wisconsin
$1.34M -$35.6K -1,615 -3%
MA
118
Montag & Associates
Georgia
$1.32M – – –
RCG
119
Ruggie Capital Group
Florida
$1.26M +$962K +43,660 +320%
PWMAG
120
Pinnacle Wealth Management Advisory Group
New Jersey
$1.23M -$980K -44,460 -44%
AC
121
Alexandria Capital
Virginia
$1.22M -$5.51K -250 -0.4%
PMFA
122
Plante Moran Financial Advisors
Michigan
$1.12M – – –
WCF
123
West Coast Financial
California
$1.11M -$31.7K -1,440 -3%
VHAM
124
Van Hulzen Asset Management
California
$1.09M -$73.6K -3,340 -6%
CCM
125
Colorado Capital Management
Colorado
$1.08M +$173K +7,835 +19%
3 4
5
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