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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

296 hedge funds and large institutions have $2.68B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 144 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-25
Holders Change %
-7.79%
% of All Funds
6.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.46%
New
22
Increased
66
Reduced
144
Closed
43
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$222K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$74.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$73.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31.8M
4
WA
Waverly Advisors
Alabama
+$17.6M
5
CST
Charles Schwab Trust
Nevada
+$6.78M

Top Sellers

1
LPL Financial
LPL Financial
California
-$44.4M
2
Ameriprise
Ameriprise
Minnesota
-$44.3M
3
BWM
Baystate Wealth Management
Massachusetts
-$30.3M
4
BSAM
Blue Sky Asset Management
Colorado
-$15.5M
5
TC
Trilogy Capital
California
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$185K – – –
VFA
227
Valeo Financial Advisors
Indiana
$178K -$287K -14,395 -62%
NG
228
NWK Group
California
$157K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$151K -$436K -23,665 -74%
FWP
230
FAS Wealth Partners
Kansas
$145K +$139K +7,520 +2,466%
MCM
231
Manchester Capital Management
Vermont
$132K – – –
FPFS
232
First Personal Financial Services
North Carolina
$132K +$132K +7,155 New
Citigroup
233
Citigroup
New York
$121K +$649 +35 +0.5%
NCM
234
Next Capital Management
New York
$119K – – –
FHA
235
Flagship Harbor Advisors
Massachusetts
$109K -$13.7K -740 -11%
SBL
236
Sargent Bickham Lagudis
Colorado
$107K +$647 +35 +0.6%
PCFFS
237
Pacific Center for Financial Services
California
$98K -$25.7K -1,395 -21%
AIC
238
Ameritas Investment Company
Nebraska
$91K – – –
ASN
239
Advisory Services Network
Georgia
$89K +$93 +5 +0.1%
CA
240
Crewe Advisors
Utah
$86K – – –
CFG
241
Citizens Financial Group
Rhode Island
$83K – – –
PCA
242
Providence Capital Advisors
North Carolina
$81K – – –
BlackRock
243
BlackRock
New York
$77K -$89.6K -4,835 -54%
TL
244
TrueWealth LLC
Georgia
$73K +$73K +3,975 New
MIM
245
Macroview Investment Management
Maryland
$70K -$43K -2,320 -38%
FCA
246
FinTrust Capital Advisors
South Carolina
$67K – – –
FCMT
247
Founders Capital Management (Texas)
Texas
$65K -$335K -18,025 -84%
KPCM
248
Kings Point Capital Management
New York
$54K +$367 +20 +0.7%
AWM
249
AllSquare Wealth Management
New York
$53K – – –
BWA
250
BDO Wealth Advisors
Florida
$51K -$2.78K -150 -5%
8 9
10
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