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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

353 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+8
Holders Change %
+2.32%
% of All Funds
6.2%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
29
Increased
107
Reduced
110
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$449M
2
LPL Financial
LPL Financial
California
$59M
3
Ameriprise
Ameriprise
Minnesota
$180M
4
CHAM
Clear Harbor Asset Management
Connecticut
$8.56M
5
RA
RFG Advisory
Alabama
$87.9M

Top Sellers

1
KWM
Keebeck Wealth Management
Illinois
$0
2
Invesco
Invesco
Georgia
$201M
3
GAM
Gemmer Asset Management
California
$0
4
AA
Ancora Advisors
Ohio
$18.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
226
Davidson Trust Company
Washington
$369K -$1.74K -55 -0.5%
SC
227
Savant Capital
Illinois
$362K – – –
PPA
228
Parametric Portfolio Associates
Washington
$360K -$21.2K -670 -6%
CCM
229
Carlson Capital Management
Minnesota
$356K – – –
VNA
230
Valley National Advisers
Pennsylvania
$354K +$950 +30 +0.3%
B
231
Bridgeworth
Alabama
$347K – – –
FM
232
Foster & Motley
Ohio
$345K +$38.2K +1,205 +12%
GWAG
233
Garrett Wealth Advisory Group
Texas
$345K +$345K +10,890 New
NEGWA
234
New England Guild Wealth Advisors
Connecticut
$344K – – –
1WM
235
1900 Wealth Management
Texas
$344K – – –
LNC
236
Lincoln National Corp
Pennsylvania
$338K +$1.42K +45 +0.4%
RC
237
Roundview Capital
New Jersey
$333K – – –
SW
238
SVB Wealth
Massachusetts
$330K – – –
BPA
239
Beacon Pointe Advisors
California
$330K +$102K +3,210 +44%
SFP
240
Sandbox Financial Partners
Maryland
$325K +$325K +10,255 New
CG
241
Colony Group
Massachusetts
$314K – – –
UCFA
242
United Capital Financial Advisors
Texas
$313K – – –
GWS
243
Glassman Wealth Services
Virginia
$309K – – –
MSAM
244
Moloney Securities Asset Management
Missouri
$294K +$792 +25 +0.3%
SFS
245
Summit Financial Strategies
Ohio
$293K – – –
SC
246
Scotia Capital
Ontario, Canada
$289K +$2.21K +70 +0.8%
SQA
247
Simon Quick Advisors
New Jersey
$288K +$792 +25 +0.3%
TWM
248
Tradition Wealth Management
Minnesota
$284K – – –
BCM
249
BlueCrest Capital Management
Jersey
$281K -$193K -6,080 -41%
IWM
250
IHT Wealth Management
Illinois
$277K -$171K -5,380 -38%
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