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Invesco FTSE RAFI US 1000 ETF

299 hedge funds and large institutions have $3.52B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
6.48%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.56%
New
29
Increased
81
Reduced
119
Closed
17
Calls
$317K
Puts
$351K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$1.88M -$47.5K -2,095 -2%
CA
102
Clearstead Advisors
Ohio
$1.87M +$841K +37,100 +81%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$1.87M +$1.87M +82,295 New
GIA
104
Gladstone Institutional Advisory
Florida
$1.86M -$125K -5,515 -6%
CCA
105
Clearwater Capital Advisors
Illinois
$1.86M -$355K -15,655 -16%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.82M -$1.23M -54,455 -40%
Lido Advisors
107
Lido Advisors
California
$1.8M +$657K +29,000 +58%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$1.77M -$51.8K -2,285 -3%
IFWM
109
Institute for Wealth Management
Colorado
$1.67M -$23.4K -1,030 -1%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.67M -$1.08M -47,710 -39%
RFC
111
Regions Financial Corp
Alabama
$1.37M -$81.4K -3,590 -6%
MA
112
Montag & Associates
Georgia
$1.35M
MFS
113
McNamara Financial Services
Massachusetts
$1.29M -$34.6K -1,705 -3%
PWS
114
Paragon Wealth Strategies
Florida
$1.28M +$44.9K +1,980 +4%
CL
115
CPWM LLC
Washington
$1.24M +$1.01M +44,715 +452%
SWM
116
Shakespeare Wealth Management
Wisconsin
$1.18M -$25.9K -1,140 -2%
NEGWA
117
New England Guild Wealth Advisors
Connecticut
$1.16M +$3.4K +150 +0.3%
William Blair & Company
118
William Blair & Company
Illinois
$1.11M +$179K +7,890 +19%
CCM
119
Colorado Capital Management
Colorado
$1.09M +$1.59K +70 +0.1%
WCF
120
West Coast Financial
California
$1.09M
IA
121
IFP Advisors
Florida
$1.06M -$75.9K -3,355 -7%
CIC
122
Cutler Investment Counsel
Oregon
$1.06M -$51.9K -2,290 -5%
FHB
123
First Hawaiian Bank
Hawaii
$1.05M
PWM
124
Perigon Wealth Management
California
$1.04M +$378K +16,615 +57%
WG
125
Welch Group
Alabama
$1.03M -$16.5K -890 -2%