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Invesco FTSE RAFI US 1000 ETF

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$484M +$318M +15,641,350 +191%
Bank of America
2
Bank of America
North Carolina
$244M +$42.7M +2,101,245 +21%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$199M +$3.08M +151,555 +2%
Invesco
4
Invesco
Georgia
$181M -$23.4M -1,151,705 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$172M +$142M +6,975,100 +472%
Ameriprise
6
Ameriprise
Minnesota
$155M +$8.47M +417,175 +6%
LPL Financial
7
LPL Financial
California
$152M +$1.38M +67,730 +0.9%
CFA
8
Carroll Financial Associates
North Carolina
$97.8M -$24.9M -1,200,015 -20%
USAA
9
United Services Automobile Association
Texas
$94.3M -$13M -642,150 -12%
BWM
10
Baystate Wealth Management
Massachusetts
$89.3M +$3.65M +167,995 +4%
PI
11
PFS Investments
Georgia
$73.4M +$8.48M +405,055 +13%
CC
12
Callan Capital
California
$63.8M +$2.75M +135,475 +5%
WA
13
Waverly Advisors
Alabama
$62.3M -$22.7M -1,118,605 -27%
Morgan Stanley
14
Morgan Stanley
New York
$59.8M +$512K +25,180 +0.9%
AF
15
Allworth Financial
California
$46M +$17.4M +855,090 +61%
CAN
16
Cetera Advisor Networks
California
$42.6M -$9.69M -476,855 -19%
AIA
17
Arbor Investment Advisors
North Carolina
$42M -$2.16M -106,505 -5%
UBS Group
18
UBS Group
Switzerland
$35.4M -$244K -12,015 -0.7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.6M -$800K -39,365 -2%
Goldman Sachs
20
Goldman Sachs
New York
$31.5M +$26.5M +1,305,185 +533%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$30.3M -$2.39M -117,525 -7%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$27.5M +$2.17M +106,940 +9%
GC
23
Grimes & Company
Massachusetts
$26.7M -$1.21M -59,410 -4%
DADC
24
D.A. Davidson & Co
Montana
$26.3M +$954K +46,965 +4%
ME
25
McIlrath & Eck
Washington
$26.2M +$942K +46,370 +4%