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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.8M
3
Ameriprise
Ameriprise
Minnesota
$140M
4
PI
PFS Investments
Georgia
$47.9M
5
WA
Waverly Advisors
Alabama
$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$284M
2
Invesco
Invesco
Georgia
$227M
3
CIA
Choate Investment Advisors
Massachusetts
$38.7M
4
AA
Ancora Advisors
Ohio
$15.3M
5
BPB
Badgley, Phelps & Bell
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
126
Wolverine Trading
Illinois
$1.08M +$105K +4,765 +11%
WG
127
Welch Group
Alabama
$1.04M -$48.9K -2,655 -5%
FHB
128
First Hawaiian Bank
Hawaii
$1.02M – – –
MIM
129
Macroview Investment Management
Maryland
$977K +$977K +44,350 New
BFC
130
Blue Fin Capital
Rhode Island
$959K +$9.36K +425 +1%
BJL
131
Brighton Jones LLC
Washington
$956K +$3.97K +180 +0.4%
PWM
132
Paulson Wealth Management
Illinois
$933K – – –
IA
133
IFG Advisory
Georgia
$916K +$172K +16,510 +23%
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$858K +$201K +9,125 +31%
FNBT
135
FineMark National Bank & Trust
Florida
$816K +$816K +37,015 New
William Blair & Company
136
William Blair & Company
Illinois
$807K +$128K +5,830 +19%
WWM
137
Windsor Wealth Management
Indiana
$770K – – –
WIA
138
Wealthstreet Investment Advisors
Texas
$747K -$13.7K -620 -2%
HFA
139
HC Financial Advisors
California
$729K – – –
WAM
140
Weatherly Asset Management
California
$714K – – –
Stifel Financial
141
Stifel Financial
Missouri
$695K -$157K -7,125 -18%
LFAS
142
Level Four Advisory Services
Texas
$685K +$257K +11,655 +60%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$677K +$36.6K +1,660 +6%
SEIA
144
Signature Estate & Investment Advisors
California
$672K +$153K +6,960 +30%
KSA
145
Ken Stern & Associates
California
$666K – – –
BWM
146
Bernicke Wealth Management
Wisconsin
$663K -$5.84K -265 -0.9%
SFA
147
Sequoia Financial Advisors
Ohio
$661K – – –
EWM
148
Evercore Wealth Management
New York
$651K -$1.65K -75 -0.3%
AF
149
Advisornet Financial
Minnesota
$640K +$220 +10 +0%
CWM
150
Cornerstone Wealth Management
Missouri
$620K +$126K +5,855 +26%
4 5
6
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