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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 %
Invesco
1
Invesco
Georgia
$240M -$15.6M -658,060 -6%
Bank of America
2
Bank of America
North Carolina
$235M +$148M +6,243,525 +170%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$229M -$2.39M -100,810 -1%
CSIA
4
Charles Schwab Investment Advisory
California
$195M -$10.3M -433,130 -5%
LPL Financial
5
LPL Financial
California
$176M +$4.01M +168,800 +2%
Ameriprise
6
Ameriprise
Minnesota
$171M +$9.92M +417,920 +6%
CFA
7
Carroll Financial Associates
North Carolina
$140M -$3.54M -148,875 -2%
USAA
8
United Services Automobile Association
Texas
$125M +$125M +5,283,050 New
WA
9
Waverly Advisors
Alabama
$99.4M +$2.05M +86,475 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$91M +$3.98M +172,405 +5%
PI
11
PFS Investments
Georgia
$73.6M +$6.84M +288,135 +10%
CC
12
Callan Capital
California
$71.4M -$1.48M -62,270 -2%
Morgan Stanley
13
Morgan Stanley
New York
$69.3M -$9.78M -411,520 -12%
CAN
14
Cetera Advisor Networks
California
$61.2M +$1.66M +69,725 +3%
AIA
15
Arbor Investment Advisors
North Carolina
$51.6M -$41.2K -1,735 -0.1%
UBS Group
16
UBS Group
Switzerland
$41.7M -$820K -34,510 -2%
Wells Fargo
17
Wells Fargo
California
$39.9M -$530K -22,315 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$39M -$242K -10,180 -0.6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$38.3M -$2.5M -105,200 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$35.1M +$25.1M +1,054,830 +249%
AF
21
Allworth Financial
California
$33.5M +$13.2M +557,355 +65%
GC
22
Grimes & Company
Massachusetts
$32.6M -$750K -31,570 -2%
TA
23
Tiedemann Advisors
New York
$32M +$1.8M +75,855 +6%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$29.6M -$368K -15,475 -1%
DADC
25
D.A. Davidson & Co
Montana
$29.6M +$3.11M +131,050 +12%
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