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Invesco FTSE RAFI US 1000 ETF

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
126
West Coast Financial
California
$977K -$17.7K -870 -2%
IWM
127
IHT Wealth Management
Illinois
$957K +$212K +10,435 +28%
WG
128
Welch Group
Alabama
$944K
FHB
129
First Hawaiian Bank
Hawaii
$941K
CA
130
Clearstead Advisors
Ohio
$925K +$925K +45,545 New
AIC
131
Ameritas Investment Company
Nebraska
$918K +$918K +45,180 New
PWM
132
Paulson Wealth Management
Illinois
$909K -$16.2K -755 -2%
ACG
133
Allen Capital Group
Nebraska
$898K +$898K +41,350 New
MIH
134
Madison Investment Holdings
Wisconsin
$869K -$6.46M -317,760 -88%
BFC
135
Blue Fin Capital
Rhode Island
$840K -$35.3K -1,740 -4%
William Blair & Company
136
William Blair & Company
Illinois
$836K +$836K +41,135 New
EWM
137
Evercore Wealth Management
New York
$823K
IA
138
IFG Advisory
Georgia
$818K -$294K -14,100 -26%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$770K +$10.1K +495 +1%
FNBT
140
FineMark National Bank & Trust
Florida
$752K
WWM
141
Windsor Wealth Management
Indiana
$717K +$7.21K +355 +1%
AC
142
Alexandria Capital
Virginia
$712K -$67.3K -3,315 -9%
Northern Trust
143
Northern Trust
Illinois
$704K -$538K -26,500 -43%
CA
144
Cetera Advisors
Colorado
$694K +$48.1K +2,370 +7%
WAM
145
Weatherly Asset Management
California
$645K -$12.4K -610 -2%
CAM
146
Cidel Asset Management
Ontario, Canada
$644K +$209K +10,285 +48%
BWA
147
Burt Wealth Advisors
Maryland
$636K +$632K +31,095 +15,548%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$597K -$472K -23,220 -44%
WP
149
WealthPLAN Partners
Nebraska
$596K +$3.85K +170 +0.6%
Creative Planning
150
Creative Planning
Kansas
$595K +$83.6K +4,120 +16%