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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.98B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
5.79%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.68%
New
43
Increased
62
Reduced
94
Closed
13
Calls
$613K
Puts
$954K
Net Calls
-$341K
Net Calls Change
-$534K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$80.4M
2
Bank of America
2
Bank of America
North Carolina
$344M
3
LPL Financial
3
LPL Financial
California
$150M
4
AA
4
Ancora Advisors
Ohio
$27.7M
5
Ameriprise
5
Ameriprise
Minnesota
$121M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
USAA
2
United Services Automobile Association
Texas
$143M
3
Invesco
3
Invesco
Georgia
$261M
4
CIA
4
Choate Investment Advisors
Massachusetts
$61.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
176
L & S Advisors
California
$329K – – –
CCM
177
Covington Capital Management
California
$323K – – –
DY
178
Dowling & Yahnke
California
$315K -$282K -12,390 -47%
RCG
179
Ruggie Capital Group
Florida
$310K +$310K +13,630 New
WIP
180
Wellesley Investment Partners
Massachusetts
$309K – – –
GWS
181
Glassman Wealth Services
Virginia
$296K – – –
JCM
182
Jacobi Capital Management
Pennsylvania
$291K +$139K +6,000 +92%
SBSB
183
Sullivan, Bruyette, Speros & Blaney
Virginia
$280K +$280K +12,330 New
IH
184
IFC Holdings
Florida
$278K -$2.16K -95 -0.8%
GRP
185
Global Retirement Partners
California
$274K +$205K +9,005 +295%
EVM
186
Eaton Vance Management
Massachusetts
$273K +$273K +12,000 New
WPP
187
Whalerock Point Partners
Rhode Island
$252K – – –
KeyBank National Association
188
KeyBank National Association
Ohio
$245K – – –
EA
189
Edge Advisors
Georgia
$242K -$16K -705 -6%
BFA
190
Beaumont Financial Advisors
Massachusetts
$237K +$2.39K +105 +1%
VCWA
191
Vanguard Capital Wealth Advisors
Colorado
$235K +$235K +10,335 New
CIBC World Market
192
CIBC World Market
Ontario, Canada
$233K -$36.1K -1,590 -13%
CRC
193
Curi RMB Capital
Illinois
$228K +$228K +10,055 New
MCM
194
Manchester Capital Management
Vermont
$213K – – –
RJT
195
Raymond James Trust
Florida
$211K +$211K +9,275 New
CCM
196
Carlson Capital Management
Minnesota
$211K +$211K +9,295 New
SBL
197
Sargent Bickham Lagudis
Colorado
$196K +$1.02K +45 +0.5%
BWA
198
Burt Wealth Advisors
Maryland
$194K – – –
Citigroup
199
Citigroup
New York
$182K -$6.7K -295 -4%
ASN
200
Advisory Services Network
Georgia
$171K – – –
6 7
8
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