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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.71B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.64%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.67%
New
22
Increased
73
Reduced
79
Closed
14
Calls
$1.28M
Puts
$1.08M
Net Calls
+$193K
Net Calls Change
+$419K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$29.3M
2
Invesco
2
Invesco
Georgia
$258M
3
Ameriprise
3
Ameriprise
Minnesota
$106M
4
RVPG
4
Relative Value Partners Group
$31.1M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$4.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$302M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$18.1M
3
FWM
3
FFT Wealth Management
Pennsylvania
$0
4
SMA
4
Simply Money Advisors
Ohio
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
Manchester Capital Management
Vermont
$201K – – –
HCIA
177
Hochman Cole Investment Advisors
Illinois
$201K +$201K +9,400 New
SBL
178
Sargent Bickham Lagudis
Colorado
$184K +$856 +40 +0.5%
BWA
179
Burt Wealth Advisors
Maryland
$183K – – –
PS
180
Portfolio Solutions
Michigan
$181K +$181K +8,450 New
Citigroup
181
Citigroup
New York
$178K +$10.1K +470 +6%
ASN
182
Advisory Services Network
Georgia
$161K +$54.2K +2,535 +51%
BlackRock
183
BlackRock
New York
$151K -$107 -5 -0.1%
HDIM
184
Hanson & Doremus Investment Management
Vermont
$148K +$65.7K +3,070 +80%
DPA
185
Delphi Private Advisors
California
$147K – – –
JCM
186
Jacobi Capital Management
Pennsylvania
$141K +$87.2K +4,050 +162%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$138K -$2.03K -95 -1%
AOWM
188
Alpha Omega Wealth Management
Virginia
$114K – – –
BL
189
Balentine LLC
Georgia
$113K – – –
GI
190
GS Investments
Minnesota
$112K -$17.3K -805 -13%
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$94K +$320 +15 +0.3%
VFA
192
Valeo Financial Advisors
Indiana
$81K +$81K +3,785 New
CPIG
193
Chicago Partners Investment Group
Illinois
$80K +$80K +3,735 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$11.9K +555 +21%
GRP
195
Global Retirement Partners
California
$65K – – –
LC
196
Landaas & Company
Wisconsin
$57K +$57K +2,660 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$55K +$7.13K +335 +15%
BWA
198
BDO Wealth Advisors
Florida
$52K -$21.6K -1,000 -29%
GEA
199
Glen Eagle Advisors
New Jersey
$49.8K +$49.8K +2,325 New
SEI Investments
200
SEI Investments
Pennsylvania
$47K +$47K +2,185 New
6 7
8
9 10