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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.66B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
5.85%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
23
Increased
73
Reduced
90
Closed
26
Calls
$1.55M
Puts
$419K
Net Calls
+$1.14M
Net Calls Change
+$540K

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$27.1M
2
AF
Allworth Financial
California
+$19.2M
3
PI
PFS Investments
Georgia
+$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$12.9M
5
RCA
Rowland Carmichael Advisors
Arizona
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$207M
2
USAA
United Services Automobile Association
Texas
-$139M
3
CIA
Choate Investment Advisors
Massachusetts
-$29.1M
4
GA
Geller Advisors
New York
-$23.2M
5
FWM
Frontier Wealth Management
Missouri
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Covington Capital Management
California
$320K – – –
FCI
177
Financial Counselors Inc
Kansas
$315K +$315K +14,000 New
KeyBank National Association
178
KeyBank National Association
Ohio
$314K +$71.4K +3,170 +29%
DY
179
Dowling & Yahnke
California
$312K – – –
RC
180
Roundview Capital
New Jersey
$309K – – –
BlackRock
181
BlackRock
New York
$309K +$153K +6,800 +98%
WIP
182
Wellesley Investment Partners
Massachusetts
$306K – – –
RJT
183
Raymond James Trust
Florida
$301K +$80.9K +3,595 +37%
GWS
184
Glassman Wealth Services
Virginia
$299K +$5.63K +250 +2%
PWS
185
Paragon Wealth Strategies
Florida
$292K +$31.3K +1,390 +12%
LSA
186
L & S Advisors
California
$281K – – –
SBSB
187
Sullivan, Bruyette, Speros & Blaney
Virginia
$278K – – –
CIBC World Market
188
CIBC World Market
Ontario, Canada
$263K -$198K -8,795 -43%
TC
189
Trilogy Capital
California
$263K +$263K +11,680 New
BSW
190
Buckingham Strategic Wealth
Missouri
$258K -$73.5K -3,265 -22%
PGA
191
Premia Global Advisors
Florida
$250K -$2.09M -93,300 -89%
SFS
192
Summit Financial Strategies
Ohio
$249K -$344K -15,280 -58%
HH
193
Hilltop Holdings
Texas
$233K – – –
BFA
194
Beaumont Financial Advisors
Massachusetts
$232K +$232K +10,320 New
EVM
195
Eaton Vance Management
Massachusetts
$225K -$45K -2,000 -17%
CL
196
CPWM LLC
Washington
$223K +$223K +9,890 New
MCM
197
Manchester Capital Management
Vermont
$211K – – –
CCM
198
Carlson Capital Management
Minnesota
$209K – – –
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$207K -$15.4K -685 -7%
EA
200
Edge Advisors
Georgia
$207K – – –
6 7
8
9 10