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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

259 hedge funds and large institutions have $3.09B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.93%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.53%
New
25
Increased
79
Reduced
84
Closed
19
Calls
$1.33M
Puts
$392K
Net Calls
+$938K
Net Calls Change
-$197K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$235M
2
USAA
United Services Automobile Association
Texas
$125M
3
GA
Geller Advisors
New York
$25.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.1M
5
AA
Ancora Advisors
Ohio
$16.5M

Top Sellers

1
Invesco
Invesco
Georgia
$240M
2
CIA
Choate Investment Advisors
Massachusetts
$0
3
CSIA
Charles Schwab Investment Advisory
California
$195M
4
Morgan Stanley
Morgan Stanley
New York
$69.3M
5
FAIM
Financial Advocates Investment Management
Washington
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Covington Capital Management
California
$338K – – –
CIBC World Market
177
CIBC World Market
Ontario, Canada
$335K +$57.4K +2,420 +21%
DY
178
Dowling & Yahnke
California
$329K – – –
M&T Bank
179
M&T Bank
New York
$327K +$327K +13,760 New
RC
180
Roundview Capital
New Jersey
$325K – – –
WIP
181
Wellesley Investment Partners
Massachusetts
$323K – – –
BlackRock
182
BlackRock
New York
$320K -$5.34K -225 -2%
GWS
183
Glassman Wealth Services
Virginia
$315K – – –
SC
184
Scotia Capital
Ontario, Canada
$307K +$307K +12,915 New
MRC
185
Millburn Ridgefield Corp
New York
$297K +$97.3K +4,100 +49%
SBSB
186
Sullivan, Bruyette, Speros & Blaney
Virginia
$294K – – –
SBL
187
Sargent Bickham Lagudis
Colorado
$279K +$72.2K +3,045 +35%
BSW
188
Buckingham Strategic Wealth
Missouri
$272K – – –
SFS
189
Summit Financial Strategies
Ohio
$265K +$1.78K +75 +0.7%
HH
190
Hilltop Holdings
Texas
$246K – – –
BFA
191
Beaumont Financial Advisors
Massachusetts
$240K -$5.59K -235 -2%
EVM
192
Eaton Vance Management
Massachusetts
$238K – – –
CL
193
CPWM LLC
Washington
$235K – – –
AWM
194
AE Wealth Management
Kansas
$235K +$235K +9,910 New
PP
195
Prudential plc
United Kingdom
$226K -$167K -7,000 -42%
MCM
196
Manchester Capital Management
Vermont
$223K – – –
CCM
197
Carlson Capital Management
Minnesota
$221K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$218K – – –
SS
199
Simplicity Solutions
Minnesota
$214K +$214K +9,030 New
ASN
200
Advisory Services Network
Georgia
$198K +$19K +800 +11%
6 7
8
9 10