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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

259 hedge funds and large institutions have $3.09B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.93%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.53%
New
25
Increased
79
Reduced
84
Closed
19
Calls
$1.33M
Puts
$392K
Net Calls
+$938K
Net Calls Change
-$197K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$235M
2
USAA
United Services Automobile Association
Texas
$125M
3
GA
Geller Advisors
New York
$25.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.1M
5
AA
Ancora Advisors
Ohio
$16.5M

Top Sellers

1
Invesco
Invesco
Georgia
$240M
2
CIA
Choate Investment Advisors
Massachusetts
$0
3
CSIA
Charles Schwab Investment Advisory
California
$195M
4
Morgan Stanley
Morgan Stanley
New York
$69.3M
5
FAIM
Financial Advocates Investment Management
Washington
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
101
Regions Financial Corp
Alabama
$1.61M +$1.61M +67,860 New
IA
102
IFP Advisors
Florida
$1.59M -$128K -5,395 -7%
MHS
103
M Holdings Securities
Oregon
$1.55M -$66.5K -2,800 -4%
MFS
104
McNamara Financial Services
Massachusetts
$1.55M -$16.8K -705 -1%
Northern Trust
105
Northern Trust
Illinois
$1.45M +$564K +23,735 +63%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M +$124K +5,240 +9%
SWM
107
Shakespeare Wealth Management
Wisconsin
$1.42M -$20K -840 -1%
MA
108
Montag & Associates
Georgia
$1.42M – – –
NEGWA
109
New England Guild Wealth Advisors
Connecticut
$1.34M -$10.5K -440 -0.8%
TC
110
Trilogy Capital
California
$1.32M +$1.04M +43,815 +375%
IA
111
IFG Advisory
Georgia
$1.31M -$55.1K -2,245 -4%
Lido Advisors
112
Lido Advisors
California
$1.26M -$200K -8,435 -14%
LRIA
113
Leonard Rickey Investment Advisors
Washington
$1.25M -$18.2K -765 -1%
RCG
114
Ruggie Capital Group
Florida
$1.25M -$313K -13,160 -20%
PMFA
115
Plante Moran Financial Advisors
Michigan
$1.2M – – –
WCF
116
West Coast Financial
California
$1.16M -$29.7K -1,250 -2%
CCM
117
Colorado Capital Management
Colorado
$1.15M -$17K -715 -1%
FHB
118
First Hawaiian Bank
Hawaii
$1.1M – – –
CB
119
Commerce Bank
Missouri
$1.1M +$1.1M +46,245 New
BFC
120
Blue Fin Capital
Rhode Island
$1.02M – – –
PWM
121
Paulson Wealth Management
Illinois
$969K +$17K +755 +2%
EWM
122
Evercore Wealth Management
New York
$963K -$63.3K -2,665 -6%
AC
123
Alexandria Capital
Virginia
$911K -$32.8K -1,380 -3%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$889K +$187K +7,875 +27%
FNBT
125
FineMark National Bank & Trust
Florida
$879K – – –
3 4
5
6 7