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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

259 hedge funds and large institutions have $3.09B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.93%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.53%
New
25
Increased
79
Reduced
84
Closed
19
Calls
$1.33M
Puts
$392K
Net Calls
+$938K
Net Calls Change
-$197K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$235M
2
USAA
United Services Automobile Association
Texas
$125M
3
GA
Geller Advisors
New York
$25.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.1M
5
AA
Ancora Advisors
Ohio
$16.5M

Top Sellers

1
Invesco
Invesco
Georgia
$240M
2
CIA
Choate Investment Advisors
Massachusetts
$0
3
CSIA
Charles Schwab Investment Advisory
California
$195M
4
Morgan Stanley
Morgan Stanley
New York
$69.3M
5
FAIM
Financial Advocates Investment Management
Washington
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$872K +$370K +15,575 +74%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$834K -$3.03M -127,540 -78%
WWM
128
Windsor Wealth Management
Indiana
$830K – – –
AF
129
Advisornet Financial
Minnesota
$826K +$159K +6,715 +24%
WIA
130
Wealthstreet Investment Advisors
Texas
$789K +$9.26K +390 +1%
WAM
131
Weatherly Asset Management
California
$769K -$713 -30 -0.1%
WB
132
Webster Bank
Connecticut
$765K +$765K +32,225 New
CA
133
Cetera Advisors
Colorado
$756K +$163K +6,850 +27%
TI
134
Truepoint Inc
Ohio
$730K +$33K +1,390 +5%
Stifel Financial
135
Stifel Financial
Missouri
$727K -$33.4K -1,400 -4%
KSA
136
Ken Stern & Associates
California
$718K – – –
BWM
137
Bernicke Wealth Management
Wisconsin
$673K -$25.3K -1,065 -4%
PWM
138
Perigon Wealth Management
California
$667K +$667K +28,080 New
HFA
139
HC Financial Advisors
California
$657K -$129K -5,450 -16%
FCMT
140
Founders Capital Management (Texas)
Texas
$654K – – –
GRP
141
Global Retirement Partners
California
$621K +$203K +8,540 +48%
PCG
142
Private Capital Group
Connecticut
$616K – – –
Creative Planning
143
Creative Planning
Kansas
$598K -$71.1K -2,995 -11%
FHA
144
Flagship Harbor Advisors
Massachusetts
$598K +$8.46K +355 +1%
AIA
145
AIMZ Investment Advisors
California
$594K – – –
LSA
146
L & S Advisors
California
$594K +$297K +12,500 +100%
ECM
147
ETrade Capital Management
Virginia
$574K +$67.1K +2,825 +13%
WP
148
WealthPLAN Partners
Nebraska
$573K +$1.42K +65 +0.2%
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$567K +$3.01K +130 +0.5%
ACP
150
Aviance Capital Partners
Florida
$530K +$88.5K +3,725 +20%
4 5
6
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