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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$74.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$39.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.6M
4
PI
PFS Investments
Georgia
+$13.7M
5
WA
Waverly Advisors
Alabama
+$9.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
Invesco
Invesco
Georgia
-$25.7M
3
CIA
Choate Investment Advisors
Massachusetts
-$21.1M
4
AA
Ancora Advisors
Ohio
-$11.5M
5
BPB
Badgley, Phelps & Bell
Washington
-$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
151
Founders Capital Management (Texas)
Texas
$607K -$54.6K -2,475 -8%
CAM
152
Cidel Asset Management
Ontario, Canada
$605K – – –
SFS
153
Summit Financial Strategies
Ohio
$581K -$47.6K -2,160 -8%
PCG
154
Private Capital Group
Connecticut
$572K +$422K +19,160 +282%
WP
155
WealthPLAN Partners
Nebraska
$567K +$567K +25,705 New
AIA
156
AIMZ Investment Advisors
California
$551K – – –
APSP
157
Asset Planning Services (Pennsylvania)
Pennsylvania
$535K +$1.43K +65 +0.3%
CA
158
Cetera Advisors
Colorado
$522K +$10.1K +460 +2%
SPIA
159
Steward Partners Investment Advisory
New York
$521K -$148K -6,730 -22%
ECM
160
ETrade Capital Management
Virginia
$519K -$25.3K -1,150 -5%
Creative Planning
161
Creative Planning
Kansas
$503K -$180K -8,155 -26%
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478K +$40.6K +1,840 +9%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$468K – – –
CIBC World Market
164
CIBC World Market
Ontario, Canada
$452K +$226K +10,240 +100%
LNC
165
Lincoln National Corp
Pennsylvania
$449K -$228K -10,385 -34%
BWM
166
BigSur Wealth Management
Florida
$420K +$420K +19,040 New
AWA
167
Arete Wealth Advisors
Illinois
$418K +$418K +18,965 New
IWM
168
IHT Wealth Management
Illinois
$417K -$3.99K -185 -0.9%
ACP
169
Aveo Capital Partners
Colorado
$406K -$43.8K -1,990 -10%
VNA
170
Valley National Advisers
Pennsylvania
$404K +$5.51K +250 +1%
WF
171
WealthTrust Fairport
Ohio
$391K – – –
GRP
172
Global Retirement Partners
California
$391K +$125K +5,675 +47%
IWC
173
Integrated Wealth Concepts
Massachusetts
$382K +$66.1K +3,065 +21%
CS
174
Comerica Securities
Michigan
$376K -$22.2K -1,005 -6%
HA
175
Harborview Advisors
Maine
$372K +$372K +16,885 New
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7
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