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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
$86.3M
2
AF
Allworth Financial
California
$19.2M
3
PI
PFS Investments
Georgia
$65M
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
$82.5M
2
USAA
United Services Automobile Association
Texas
$0
3
CIA
Choate Investment Advisors
Massachusetts
$10.4M
4
GA
Geller Advisors
New York
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$242M +$9.8M +435,330 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$220M +$562K +24,965 +0.3%
CSIA
3
Charles Schwab Investment Advisory
California
$194M +$10.5M +467,370 +6%
LPL Financial
4
LPL Financial
California
$163M +$4.6M +204,320 +3%
Ameriprise
5
Ameriprise
Minnesota
$153M +$9.95M +442,000 +7%
CFA
6
Carroll Financial Associates
North Carolina
$137M +$1.46M +64,890 +1%
WA
7
Waverly Advisors
Alabama
$92.3M +$2.74M +121,480 +3%
BWM
8
Baystate Wealth Management
Massachusetts
$86.3M +$27.1M +1,183,850 +46%
Bank of America
9
Bank of America
North Carolina
$82.5M -$207M -9,209,525 -72%
Morgan Stanley
10
Morgan Stanley
New York
$75M +$10.3M +457,100 +16%
CC
11
Callan Capital
California
$69.1M -$1.74M -77,485 -2%
PI
12
PFS Investments
Georgia
$65M +$15.1M +653,815 +30%
CAN
13
Cetera Advisor Networks
California
$56.4M -$1.1M -48,710 -2%
AIA
14
Arbor Investment Advisors
North Carolina
$49M +$720K +31,960 +1%
UBS Group
15
UBS Group
Switzerland
$40.3M -$6.96M -308,920 -15%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$38.6M -$2.07M -91,765 -5%
Wells Fargo
17
Wells Fargo
California
$38.4M +$4.15M +184,395 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$37.2M -$4.06M -180,480 -10%
GC
19
Grimes & Company
Massachusetts
$31.6M -$792K -35,150 -2%
TA
20
Tiedemann Advisors
New York
$28.6M -$45.6K -2,025 -0.2%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$28.4M +$106K +4,725 +0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$27.7M -$2.5M -111,065 -8%
RJA
23
Raymond James & Associates
Florida
$27.6M -$464K -20,625 -2%
RVPG
24
Relative Value Partners Group
$27.5M +$402K +17,830 +1%
ME
25
McIlrath & Eck
Washington
$27.4M -$477K -21,185 -2%
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