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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 %
AAP
251
Arax Advisory Partners
Colorado
$51K +$51K +2,750 New
HDIM
252
Hanson & Doremus Investment Management
Vermont
$50K +$277 +15 +0.6%
TAM
253
Townsend Asset Management
North Carolina
$45K -$12.4K -675 -22%
IAS
254
IMA Advisory Services
Colorado
$45K -$11.5K -625 -20%
RDWM
255
Red Door Wealth Management
Tennessee
$45K +$45K +2,480 New
OPS
256
Orion Portfolio Solutions
Nebraska
$43K +$43K +2,325 New
MA
257
MUFG Americas
New York
$39K – – –
KTC
258
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
EWM
259
Endurance Wealth Management
Rhode Island
$37K – – –
WCAMG
260
Woodard & Company Asset Management Group
North Carolina
$37K – – –
RWA
261
Ropes Wealth Advisors
Massachusetts
$37K – – –
TFS
262
TrustCore Financial Services
Tennessee
$37K +$37K +1,985 New
BCM
263
Blume Capital Management
California
$33K – – –
BC
264
Belmont Capital
California
$32K – – –
AWM
265
Avior Wealth Management
Nebraska
$31K – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$29K – – –
LB
267
Legacy Bridge
Iowa
$27K +$18.2K +980 +209%
RCM
268
Rain Capital Management
Oregon
$27K +$27K +1,285 New
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$24K -$4.47K -240 -16%
HGWM
270
Harvest Group Wealth Management
Massachusetts
$23K – – –
WCG
271
Weaver Consulting Group
California
$23K – – –
KFI
272
Key Financial Inc
Pennsylvania
$23K +$23K +1,205 New
CTB
273
Country Trust Bank
Illinois
$20K – – –
MA
274
MCF Advisors
Kentucky
$18K – – –
TIM
275
Tortoise Investment Management
New York
$16K – – –
9 10
11
12 13