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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.98B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
5.79%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.68%
New
43
Increased
62
Reduced
94
Closed
13
Calls
$613K
Puts
$954K
Net Calls
-$341K
Net Calls Change
-$534K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$80.4M
2
Bank of America
2
Bank of America
North Carolina
$344M
3
LPL Financial
3
LPL Financial
California
$150M
4
AA
4
Ancora Advisors
Ohio
$27.7M
5
Ameriprise
5
Ameriprise
Minnesota
$121M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
USAA
2
United Services Automobile Association
Texas
$143M
3
Invesco
3
Invesco
Georgia
$261M
4
CIA
4
Choate Investment Advisors
Massachusetts
$61.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
ETrade Capital Management
Virginia
$561K +$155K +6,840 +38%
APSP
152
Asset Planning Services (Pennsylvania)
Pennsylvania
$550K +$2.96K +130 +0.5%
BCI
153
Brinker Capital Investments
Pennsylvania
$545K +$287K +12,615 +111%
SEIA
154
Signature Estate & Investment Advisors
California
$534K +$127K +5,610 +31%
CWM
155
Cornerstone Wealth Management
Missouri
$530K -$76.5K -3,305 -13%
CA
156
Cetera Advisors
Colorado
$530K +$227 +10 +0%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$483K – – –
ACP
158
Aveo Capital Partners
Colorado
$464K -$17K -750 -4%
IWM
159
IHT Wealth Management
Illinois
$453K +$441K +19,015 +3,803%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451K -$6.71K -295 -1%
LFAS
161
Level Four Advisory Services
Texas
$442K – – –
VNA
162
Valley National Advisers
Pennsylvania
$411K -$238K -10,460 -37%
SC
163
Scotia Capital
Ontario, Canada
$410K -$10.5K -470 -3%
CS
164
Comerica Securities
Michigan
$410K – – –
WF
165
WealthTrust Fairport
Ohio
$403K – – –
SWM
166
SVA Wealth Management
Wisconsin
$389K – – –
FIM
167
Frontier Investment Management
Texas
$359K – – –
LWAC
168
Laurel Wealth Advisors (California)
California
$357K -$28.4K -1,250 -7%
SPC
169
Sigma Planning Corp
Michigan
$356K -$281K -12,345 -44%
ONB
170
Old National Bancorp
Indiana
$349K – – –
MRC
171
Millburn Ridgefield Corp
New York
$348K -$121K -5,345 -26%
IWC
172
Integrated Wealth Concepts
Massachusetts
$340K +$340K +14,645 New
RC
173
Roundview Capital
New Jersey
$337K -$17K -750 -5%
BSW
174
Buckingham Strategic Wealth
Missouri
$334K +$1.14K +50 +0.3%
N
175
Natixis
France
$330K +$1.82K +80 +0.6%
5 6
7
8 9