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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$74.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$39.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.6M
4
PI
PFS Investments
Georgia
+$13.7M
5
WA
Waverly Advisors
Alabama
+$9.64M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
Invesco
Invesco
Georgia
-$25.7M
3
CIA
Choate Investment Advisors
Massachusetts
-$21.1M
4
AA
Ancora Advisors
Ohio
-$11.5M
5
BPB
Badgley, Phelps & Bell
Washington
-$6.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
SVA Wealth Management
Wisconsin
$367K – – –
FIM
177
Frontier Investment Management
Texas
$355K +$6.72K +305 +2%
B
178
Bridgeworth
Alabama
$353K -$685K -31,200 -66%
LWAC
179
Laurel Wealth Advisors (California)
California
$343K -$2.75K -125 -0.8%
ONB
180
Old National Bancorp
Indiana
$339K – – –
N
181
Natixis
France
$337K +$16.9K +770 +5%
JCM
182
Jacobi Capital Management
Pennsylvania
$336K +$64.8K +3,000 +24%
SPC
183
Sigma Planning Corp
Michigan
$334K -$11.5K -520 -3%
BSW
184
Buckingham Strategic Wealth
Missouri
$324K +$770 +35 +0.2%
CCM
185
Covington Capital Management
California
$313K – – –
DY
186
Dowling & Yahnke
California
$305K – – –
RC
187
Roundview Capital
New Jersey
$302K -$24.8K -1,125 -8%
WIP
188
Wellesley Investment Partners
Massachusetts
$300K – – –
GWS
189
Glassman Wealth Services
Virginia
$287K – – –
SC
190
Scotia Capital
Ontario, Canada
$285K -$118K -5,370 -29%
LSA
191
L & S Advisors
California
$275K -$43.5K -1,975 -14%
SBSB
192
Sullivan, Bruyette, Speros & Blaney
Virginia
$272K +$770 +35 +0.3%
EVM
193
Eaton Vance Management
Massachusetts
$264K – – –
PWS
194
Paragon Wealth Strategies
Florida
$255K +$255K +11,585 New
WPP
195
Whalerock Point Partners
Rhode Island
$245K – – –
KeyBank National Association
196
KeyBank National Association
Ohio
$237K – – –
HH
197
Hilltop Holdings
Texas
$228K +$228K +10,355 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$218K +$161K +7,290 +282%
RJT
199
Raymond James Trust
Florida
$215K +$11K +500 +5%
MCM
200
Manchester Capital Management
Vermont
$207K – – –
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8
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