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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
$86.3M
2
AF
Allworth Financial
California
$19.2M
3
PI
PFS Investments
Georgia
$65M
4
SBH
Segall Bryant & Hamill
Illinois
$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$82.5M
2
USAA
United Services Automobile Association
Texas
$0
3
CIA
Choate Investment Advisors
Massachusetts
$10.4M
4
GA
Geller Advisors
New York
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
101
Rothschild Investment LLC
Illinois
$1.98M +$253K +11,250 +15%
CIC
102
Cutler Investment Counsel
Oregon
$1.88M -$18.5K -820 -1%
Brown Advisory
103
Brown Advisory
Maryland
$1.78M +$1.78M +79,010 New
IA
104
IFP Advisors
Florida
$1.62M -$145K -6,455 -8%
MHS
105
M Holdings Securities
Oregon
$1.53M +$16.4K +730 +1%
MFS
106
McNamara Financial Services
Massachusetts
$1.48M -$58.9K -2,615 -4%
RCG
107
Ruggie Capital Group
Florida
$1.48M +$188K +8,350 +15%
Lido Advisors
108
Lido Advisors
California
$1.39M -$112K -4,985 -7%
SWM
109
Shakespeare Wealth Management
Wisconsin
$1.37M – – –
MA
110
Montag & Associates
Georgia
$1.34M – – –
IA
111
IFG Advisory
Georgia
$1.3M -$758K -32,385 -37%
NEGWA
112
New England Guild Wealth Advisors
Connecticut
$1.28M +$1.28M +56,900 New
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M – – –
LRIA
114
Leonard Rickey Investment Advisors
Washington
$1.2M -$240K -10,670 -17%
PMFA
115
Plante Moran Financial Advisors
Michigan
$1.14M – – –
WCF
116
West Coast Financial
California
$1.13M – – –
VHAM
117
Van Hulzen Asset Management
California
$1.12M +$2.48K +110 +0.2%
CCM
118
Colorado Capital Management
Colorado
$1.11M – – –
Wolverine Trading
119
Wolverine Trading
Illinois
$1.08M – – –
WG
120
Welch Group
Alabama
$1.05M – – –
FHB
121
First Hawaiian Bank
Hawaii
$1.04M – – –
EWM
122
Evercore Wealth Management
New York
$973K +$307K +13,625 +46%
BFC
123
Blue Fin Capital
Rhode Island
$970K -$9.79K -435 -1%
PWM
124
Paulson Wealth Management
Illinois
$954K – – –
SG Americas Securities
125
SG Americas Securities
New York
$938K +$938K +41,650 New
3 4
5
6 7