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Invesco FTSE RAFI US 1000 ETF Institutional Ownership

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 52.31%
Total Shares Outstanding (millions) 45
Total Value of Holdings (millions) $2,705

Active Positions

Holders Shares
Increased Positions 89 1,113,115
Decreased Positions 120 5,172,282
Held Positions 67 17,462,864
Total Institutional Shares 276 23,748,261

New and Sold Out Positions


Holders Shares
New Positions 23 407,831
Sold Out Positions 25 2,461,273

276 Institutional Holders
23,748,261 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
INVESCO LTD. 06/30/2018 2,148,148 87,066 4.22 244,653
PNC FINANCIAL SERVICES GROUP, INC. 06/30/2018 1,949,863 4,993 .26 222,070
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 06/30/2018 1,726,053 93,474 5.73 196,580
LPL FINANCIAL LLC 06/30/2018 1,447,322 40,864 2.91 164,836
AMERIPRISE FINANCIAL INC 06/30/2018 1,359,633 88,400 6.95 154,849
CARROLL FINANCIAL ASSOCIATES, INC. 06/30/2018 1,212,423 12,978 1.08 138,083
WARREN AVERETT ASSET MANAGEMENT, LLC 06/30/2018 819,414 24,296 3.06 93,323
BAYSTATE WEALTH MANAGEMENT LLC 09/30/2018 787,943 34,481 4.58 89,739
BANK OF AMERICA CORP /DE/ 06/30/2018 733,082 (1,841,905) (71.53) 83,491
MORGAN STANLEY 06/30/2018 665,669 91,420 15.92 75,813
PFS INVESTMENTS INC. 09/30/2018 619,855 57,627 10.25 70,595
CALLAN CAPITAL, LLC 06/30/2018 613,547 (15,497) (2.46) 69,877
CETERA ADVISOR NETWORKS LLC 06/30/2018 500,914 (9,742) (1.91) 57,049
ARBOR INVESTMENT ADVISORS, LLC 09/30/2018 434,778 (347) (0.08) 49,517
UBS GROUP AG 06/30/2018 358,113 (61,784) (14.71) 40,785

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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