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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

259 hedge funds and large institutions have $3.09B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.93%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.53%
New
25
Increased
79
Reduced
84
Closed
19
Calls
$1.33M
Puts
$392K
Net Calls
+$938K
Net Calls Change
-$197K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$235M
2
USAA
United Services Automobile Association
Texas
$125M
3
GA
Geller Advisors
New York
$25.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.1M
5
AA
Ancora Advisors
Ohio
$16.5M

Top Sellers

1
Invesco
Invesco
Georgia
$240M
2
CIA
Choate Investment Advisors
Massachusetts
$0
3
CSIA
Charles Schwab Investment Advisory
California
$195M
4
Morgan Stanley
Morgan Stanley
New York
$69.3M
5
FAIM
Financial Advocates Investment Management
Washington
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Cidel Asset Management
Ontario, Canada
$508K – – –
LFAS
152
Level Four Advisory Services
Texas
$499K -$160K -6,750 -24%
IWC
153
Integrated Wealth Concepts
Massachusetts
$470K +$21.5K +905 +5%
AWA
154
Arete Wealth Advisors
Illinois
$469K +$469K +19,765 New
BJL
155
Brighton Jones LLC
Washington
$446K -$81.4K -3,425 -15%
SPIA
156
Steward Partners Investment Advisory
New York
$435K +$21.4K +900 +5%
MIM
157
Macroview Investment Management
Maryland
$430K -$200K -8,420 -32%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$426K -$67.8K -2,850 -14%
WF
159
WealthTrust Fairport
Ohio
$422K – – –
PWS
160
Paragon Wealth Strategies
Florida
$419K +$111K +4,670 +36%
JCM
161
Jacobi Capital Management
Pennsylvania
$415K +$11.9K +500 +3%
VNA
162
Valley National Advisers
Pennsylvania
$401K -$31.6K -1,330 -7%
AI
163
Accredited Investors
Minnesota
$395K -$94.3K -3,970 -19%
CS
164
Comerica Securities
Michigan
$393K – – –
RJT
165
Raymond James Trust
Florida
$389K +$71.3K +3,000 +22%
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380K -$21.2K -890 -5%
FIM
167
Frontier Investment Management
Texas
$376K -$7.37K -310 -2%
SFA
168
Sequoia Financial Advisors
Ohio
$375K – – –
LNC
169
Lincoln National Corp
Pennsylvania
$374K -$117K -4,930 -24%
FCI
170
Financial Counselors Inc
Kansas
$374K +$41K +1,725 +12%
SWM
171
SVA Wealth Management
Wisconsin
$373K – – –
N
172
Natixis
France
$367K +$2.14K +90 +0.6%
ONB
173
Old National Bancorp
Indiana
$365K – – –
SPC
174
Sigma Planning Corp
Michigan
$363K +$356 +15 +0.1%
UCFA
175
United Capital Financial Advisors
Texas
$360K +$360K +15,165 New
5 6
7
8 9