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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$27.1M
2
AF
Allworth Financial
California
+$19.2M
3
PI
PFS Investments
Georgia
+$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$207M
2
USAA
United Services Automobile Association
Texas
-$139M
3
CIA
Choate Investment Advisors
Massachusetts
-$29.1M
4
GA
Geller Advisors
New York
-$23.2M
5
FWM
Frontier Wealth Management
Missouri
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Alexandria Capital
Virginia
$895K -$353K -15,670 -28%
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$877K – – –
Northern Trust
128
Northern Trust
Illinois
$842K -$561K -24,950 -40%
FNBT
129
FineMark National Bank & Trust
Florida
$834K – – –
WWM
130
Windsor Wealth Management
Indiana
$787K – – –
HFA
131
HC Financial Advisors
California
$745K – – –
WIA
132
Wealthstreet Investment Advisors
Texas
$739K -$23.7K -1,055 -3%
WAM
133
Weatherly Asset Management
California
$729K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$719K -$1.65M -73,165 -70%
Stifel Financial
135
Stifel Financial
Missouri
$718K +$6.53K +290 +0.9%
KSA
136
Ken Stern & Associates
California
$680K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$665K -$26.6K -1,180 -4%
BWM
138
Bernicke Wealth Management
Wisconsin
$662K -$16.1K -715 -2%
TI
139
Truepoint Inc
Ohio
$661K +$588K +26,125 +808%
Creative Planning
140
Creative Planning
Kansas
$635K +$121K +5,350 +23%
AF
141
Advisornet Financial
Minnesota
$632K -$22.3K -990 -3%
LFAS
142
Level Four Advisory Services
Texas
$625K -$75.5K -3,350 -11%
FCMT
143
Founders Capital Management (Texas)
Texas
$620K – – –
MIM
144
Macroview Investment Management
Maryland
$597K -$401K -17,825 -40%
HA
145
Harborview Advisors
Maine
$590K +$210K +9,310 +55%
WP
146
WealthPLAN Partners
Nebraska
$588K +$9.23K +410 +2%
PCG
147
Private Capital Group
Connecticut
$584K – – –
CA
148
Cetera Advisors
Colorado
$564K +$26.9K +1,190 +5%
AIA
149
AIMZ Investment Advisors
California
$563K – – –
FHA
150
Flagship Harbor Advisors
Massachusetts
$556K +$556K +24,730 New
4 5
6
7 8