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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$484M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
Bank of America
Bank of America
North Carolina
$244M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
AF
Allworth Financial
California
$46M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$97.8M
2
Invesco
Invesco
Georgia
$181M
3
WA
Waverly Advisors
Alabama
$62.3M
4
USAA
United Services Automobile Association
Texas
$94.3M
5
Wells Fargo
Wells Fargo
California
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$594K -$24.7K -1,215 -4%
ECM
152
ETrade Capital Management
Virginia
$593K +$102K +5,030 +21%
EFS
153
Essex Financial Services
Connecticut
$592K -$1.05M -51,470 -64%
PWM
154
Perigon Wealth Management
California
$590K +$18.9K +930 +3%
GRP
155
Global Retirement Partners
California
$582K +$50.8K +2,500 +10%
BWM
156
Bernicke Wealth Management
Wisconsin
$571K -$4.17K -205 -0.7%
BPB
157
Badgley, Phelps & Bell
Washington
$569K +$569K +28,025 New
TI
158
Truepoint Inc
Ohio
$566K -$58.7K -2,890 -9%
FCMT
159
Founders Capital Management (Texas)
Texas
$559K – – –
LFAS
160
Level Four Advisory Services
Texas
$556K +$129K +6,355 +30%
SPC
161
Sigma Planning Corp
Michigan
$550K +$239K +11,795 +77%
PCG
162
Private Capital Group
Connecticut
$527K – – –
LSA
163
L & S Advisors
California
$508K – – –
AIA
164
AIMZ Investment Advisors
California
$508K – – –
APSP
165
Asset Planning Services (Pennsylvania)
Pennsylvania
$502K +$3.35K +165 +0.7%
RCG
166
Ruggie Capital Group
Florida
$471K -$594K -29,270 -56%
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$469K +$469K +23,110 New
RMAM
168
Raab & Moskowitz Asset Management
New Jersey
$468K +$468K +23,075 New
CWM
169
Cornerstone Wealth Management
Missouri
$455K +$455K +22,370 New
SFS
170
Sowell Financial Services
Arkansas
$449K +$449K +22,125 New
FFA
171
Fragasso Financial Advisors
Pennsylvania
$445K +$445K +21,905 New
ACP
172
Aviance Capital Partners
Florida
$439K -$13.9K -685 -3%
VAG
173
VisionPoint Advisory Group
Texas
$423K +$423K +20,825 New
CFB
174
Cullen/Frost Bankers
Texas
$410K +$410K +20,200 New
IWC
175
Integrated Wealth Concepts
Massachusetts
$402K +$508 +25 +0.1%
5 6
7
8 9