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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$27.1M
2
AF
Allworth Financial
California
+$19.2M
3
PI
PFS Investments
Georgia
+$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$207M
2
USAA
United Services Automobile Association
Texas
-$139M
3
CIA
Choate Investment Advisors
Massachusetts
-$29.1M
4
GA
Geller Advisors
New York
-$23.2M
5
FWM
Frontier Wealth Management
Missouri
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
151
Asset Planning Services (Pennsylvania)
Pennsylvania
$550K +$3.04K +135 +0.6%
BJL
152
Brighton Jones LLC
Washington
$500K -$478K -21,200 -49%
MGIA
153
Moneta Group Investment Advisors
Missouri
$487K -$11.9M -529,090 -96%
CAM
154
Cidel Asset Management
Ontario, Canada
$482K -$136K -6,050 -22%
ECM
155
ETrade Capital Management
Virginia
$481K -$49.7K -2,205 -9%
IWM
156
IHT Wealth Management
Illinois
$476K +$40.3K +1,790 +9%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$471K -$11.3K -500 -2%
LNC
158
Lincoln National Corp
Pennsylvania
$466K +$5.64K +250 +1%
AI
159
Accredited Investors
Minnesota
$464K +$464K +20,605 New
IWC
160
Integrated Wealth Concepts
Massachusetts
$425K +$25.5K +1,130 +6%
ACP
161
Aviance Capital Partners
Florida
$418K +$418K +18,585 New
VNA
162
Valley National Advisers
Pennsylvania
$410K -$3.38K -150 -0.8%
WF
163
WealthTrust Fairport
Ohio
$400K – – –
GRP
164
Global Retirement Partners
California
$397K -$2.59K -115 -0.6%
SPIA
165
Steward Partners Investment Advisory
New York
$392K -$141K -6,265 -26%
JCM
166
Jacobi Capital Management
Pennsylvania
$382K +$32.2K +1,430 +9%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380K -$108K -4,800 -22%
CS
168
Comerica Securities
Michigan
$372K -$11.5K -510 -3%
PP
169
Prudential plc
United Kingdom
$372K +$372K +16,500 New
FIM
170
Frontier Investment Management
Texas
$363K +$113 +5 +0%
SFA
171
Sequoia Financial Advisors
Ohio
$356K -$320K -14,210 -47%
SWM
172
SVA Wealth Management
Wisconsin
$353K -$32.6K -1,450 -8%
ONB
173
Old National Bancorp
Indiana
$346K – – –
N
174
Natixis
France
$346K +$1.24K +55 +0.4%
SPC
175
Sigma Planning Corp
Michigan
$344K +$3.26K +145 +1%
5 6
7
8 9