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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 %
Bank of America
1
Bank of America
North Carolina
$302M -$45.3M -2,112,540 -13%
Invesco
2
Invesco
Georgia
$258M +$19M +884,590 +8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$210M +$922K +43,040 +0.4%
USAA
4
United Services Automobile Association
Texas
$151M – – –
LPL Financial
5
LPL Financial
California
$127M +$3.73M +174,240 +3%
CFA
6
Carroll Financial Associates
North Carolina
$123M +$4.02M +185,380 +3%
CSIA
7
Charles Schwab Investment Advisory
California
$107M -$1.3M -60,635 -1%
Ameriprise
8
Ameriprise
Minnesota
$106M +$7.86M +366,545 +8%
CC
9
Callan Capital
California
$68.1M -$949K -44,280 -1%
Morgan Stanley
10
Morgan Stanley
New York
$68M -$853K -39,810 -1%
CIA
11
Choate Investment Advisors
Massachusetts
$66.7M +$363K +16,925 +0.5%
CAN
12
Cetera Advisor Networks
California
$56.7M -$10.5K -490 -0%
BWM
13
Baystate Wealth Management
Massachusetts
$52.8M +$2.86M +132,330 +6%
UBS Group
14
UBS Group
Switzerland
$46.5M -$717K -33,465 -2%
AIA
15
Arbor Investment Advisors
North Carolina
$40.9M +$1.91M +89,210 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$40M +$1.28M +59,935 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$39.2M +$997K +46,520 +3%
GC
18
Grimes & Company
Massachusetts
$32M -$513K -23,925 -2%
RVPG
19
Relative Value Partners Group
$31.1M +$4.89M +228,025 +19%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$30.5M +$360K +16,790 +1%
Wells Fargo
21
Wells Fargo
California
$29.5M +$4.15M +193,570 +16%
WA
22
Waverly Advisors
Alabama
$29.3M +$28.9M +1,347,765 +7,262%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$29.1M -$55.4K -2,585 -0.2%
TA
24
Tiedemann Advisors
New York
$25.2M -$1.48M -68,875 -6%
HCP
25
Holt Capital Partners
Texas
$23.2M +$673K +31,395 +3%
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