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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 %
ECM
151
ETrade Capital Management
Virginia
$383K +$130K +6,080 +52%
WF
152
WealthTrust Fairport
Ohio
$380K -$45K -2,100 -11%
SWM
153
SVA Wealth Management
Wisconsin
$367K – – –
LWAC
154
Laurel Wealth Advisors (California)
California
$363K -$6.52K -305 -2%
FIM
155
Frontier Investment Management
Texas
$339K – – –
RC
156
Roundview Capital
New Jersey
$334K – – –
ONB
157
Old National Bancorp
Indiana
$329K – – –
Comerica Bank
158
Comerica Bank
Texas
$315K – – –
BSW
159
Buckingham Strategic Wealth
Missouri
$314K – – –
N
160
Natixis
France
$310K -$29.7K -1,385 -9%
LSA
161
L & S Advisors
California
$310K – – –
CCM
162
Covington Capital Management
California
$305K – – –
WIP
163
Wellesley Investment Partners
Massachusetts
$291K – – –
LNC
164
Lincoln National Corp
Pennsylvania
$291K +$1.5K +70 +0.5%
GWS
165
Glassman Wealth Services
Virginia
$279K – – –
ICOA
166
Investment Centers of America
North Dakota
$276K -$49.1K -2,285 -15%
IH
167
IFC Holdings
Florida
$264K +$4.18K +195 +2%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$254K – – –
BCI
169
Brinker Capital Investments
Pennsylvania
$244K – – –
EA
170
Edge Advisors
Georgia
$243K – – –
VF
171
Virtu Financial
New York
$241K +$241K +11,245 New
WPP
172
Whalerock Point Partners
Rhode Island
$238K – – –
KeyBank National Association
173
KeyBank National Association
Ohio
$231K – – –
BFA
174
Beaumont Financial Advisors
Massachusetts
$221K +$221K +10,310 New
GHAM
175
Gilman Hill Asset Management
Connecticut
$216K +$216K +10,095 New
5 6
7
8 9