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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$484M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
Bank of America
Bank of America
North Carolina
$244M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
AF
Allworth Financial
California
$46M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$97.8M
2
Invesco
Invesco
Georgia
$181M
3
WA
Waverly Advisors
Alabama
$62.3M
4
USAA
United Services Automobile Association
Texas
$94.3M
5
Wells Fargo
Wells Fargo
California
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCB
101
Texas Capital Bancshares
Texas
$1.93M -$357K -17,585 -16%
WA1
102
Wimmer Associates 1
California
$1.86M +$26.7K +1,315 +1%
Jane Street
103
Jane Street
New York
$1.83M +$1.83M +90,170 New
GC
104
Gratus Capital
Georgia
$1.81M – – –
AF
105
Advisornet Financial
Minnesota
$1.81M +$1.1M +54,130 +156%
GIA
106
Gladstone Institutional Advisory
Florida
$1.78M +$1.78M +87,685 New
BCI
107
Brinker Capital Investments
Pennsylvania
$1.73M -$554K -27,285 -24%
FAIM
108
Financial Advocates Investment Management
Washington
$1.72M -$299K -14,710 -15%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.64M -$863K -42,460 -35%
MFS
110
McNamara Financial Services
Massachusetts
$1.55M – – –
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.54M +$823K +40,510 +115%
IFWM
112
Institute for Wealth Management
Colorado
$1.52M +$1.52M +74,760 New
Brown Advisory
113
Brown Advisory
Maryland
$1.4M -$42.1K -2,075 -3%
MHS
114
M Holdings Securities
Oregon
$1.33M +$3.76K +185 +0.3%
RFC
115
Regions Financial Corp
Alabama
$1.3M -$75.6K -3,720 -5%
MA
116
Montag & Associates
Georgia
$1.21M – – –
PWMAG
117
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$91.3K -4,495 -7%
PWS
118
Paragon Wealth Strategies
Florida
$1.1M +$742K +36,835 +209%
SWM
119
Shakespeare Wealth Management
Wisconsin
$1.08M -$133K -6,570 -11%
NEGWA
120
New England Guild Wealth Advisors
Connecticut
$1.04M -$109K -5,360 -9%
PMFA
121
Plante Moran Financial Advisors
Michigan
$1.03M – – –
Lido Advisors
122
Lido Advisors
California
$1.02M -$61.5K -3,030 -6%
IA
123
IFP Advisors
Florida
$1.01M -$333K -16,525 -25%
CIC
124
Cutler Investment Counsel
Oregon
$993K -$729K -35,885 -42%
CCM
125
Colorado Capital Management
Colorado
$978K -$5.48K -270 -0.6%
3 4
5
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