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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.71B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.67%
New
22
Increased
73
Reduced
79
Closed
14
Calls
$1.28M
Puts
$1.08M
Net Calls
+$193K
Net Calls Change
+$419K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$29.3M
2
Invesco
2
Invesco
Georgia
$258M
3
Ameriprise
3
Ameriprise
Minnesota
$106M
4
RVPG
4
Relative Value Partners Group
$31.1M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$4.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$302M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$18.1M
3
FWM
3
FFT Wealth Management
Pennsylvania
$0
4
SMA
4
Simply Money Advisors
Ohio
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
126
Founders Capital Management (Texas)
Texas
$643K – – –
William Blair & Company
127
William Blair & Company
Illinois
$639K +$32.2K +1,500 +5%
LWCFA
128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$639K +$639K +29,820 New
EWM
129
Evercore Wealth Management
New York
$635K – – –
Stifel Financial
130
Stifel Financial
Missouri
$628K +$83.5K +3,895 +15%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$623K – – –
VNA
132
Valley National Advisers
Pennsylvania
$612K -$14.3K -665 -2%
SFS
133
Summit Financial Strategies
Ohio
$603K +$10.8K +505 +2%
SPC
134
Sigma Planning Corp
Michigan
$600K +$27K +1,260 +5%
CAM
135
Cidel Asset Management
Ontario, Canada
$587K -$51.5K -2,410 -8%
SPIA
136
Steward Partners Investment Advisory
New York
$584K +$584K +27,285 New
CWM
137
Cornerstone Wealth Management
Missouri
$566K +$24.7K +1,145 +5%
DY
138
Dowling & Yahnke
California
$563K -$44.7K -2,085 -7%
Millennium Management
139
Millennium Management
New York
$545K +$335K +15,645 +160%
AIA
140
AIMZ Investment Advisors
California
$536K – – –
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$516K +$2.79K +130 +0.5%
CA
142
Cetera Advisors
Colorado
$498K -$73.2K -3,425 -13%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$455K – – –
ACP
144
Aveo Capital Partners
Colorado
$454K – – –
MRC
145
Millburn Ridgefield Corp
New York
$443K -$166K -7,750 -27%
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$858 +40 +0.2%
LFAS
147
Level Four Advisory Services
Texas
$417K -$212K -9,880 -34%
SC
148
Scotia Capital
Ontario, Canada
$396K +$8.01K +380 +2%
CS
149
Comerica Securities
Michigan
$387K +$15.2K +710 +4%
SEIA
150
Signature Estate & Investment Advisors
California
$384K +$48K +2,240 +14%
4 5
6
7 8