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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+12
Holders Change %
+3.79%
% of All Funds
5.79%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
36
Increased
91
Reduced
124
Closed
19
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$754K

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$52.6M
2
RA
2
RFG Advisory
Alabama
$60.7M
3
Bank of America
3
Bank of America
North Carolina
$293M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$49.4M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$63.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412M
3
Victory Capital Management
3
Victory Capital Management
Texas
$110M
4
USAA
4
United Services Automobile Association
Texas
$109M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
251
Valeo Financial Advisors
Indiana
$245K +$135K +4,465 +123%
SAF
252
Smith Anglin Financial
Texas
$243K +$243K +8,000 New
RWM
253
Ritholtz Wealth Management
New York
$239K – – –
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$239K +$239K +7,865 New
OIA
255
OneDigital Investment Advisors
Kansas
$237K -$9.85K -325 -4%
HNB
256
Huntington National Bank
Ohio
$236K -$33K – –
WCM
257
WealthBridge Capital Management
Ohio
$224K +$224K +7,380 New
CMP
258
Courage Miller Partners
Virginia
$208K +$208K +6,850 New
MMPW
259
Mitchell McLeod Pugh & Williams
Alabama
$204K +$204K +6,725 New
FWP
260
FAS Wealth Partners
Kansas
$192K -$30.9K -1,020 -14%
CA
261
Clearstead Advisors
Ohio
$179K – – –
BWA
262
BDO Wealth Advisors
Florida
$169K +$96K +3,165 +132%
BlackRock
263
BlackRock
New York
$155K -$5.31K -175 -3%
Citigroup
264
Citigroup
New York
$153K +$151 +5 +0.1%
HC
265
Hoese & Co
Minnesota
$152K +$152K +5,020 New
GI
266
GS Investments
Minnesota
$151K +$10.6K +350 +8%
CA
267
Crewe Advisors
Utah
$141K – – –
GLLW
268
Graves Light Lenhart Wealth
Virginia
$141K – – –
WB
269
Webster Bank
Connecticut
$138K -$66.7K -2,195 -33%
PCFFS
270
Pacific Center for Financial Services
California
$136K +$303 +10 +0.2%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$132K +$132K +4,360 New
FPFS
272
First Personal Financial Services
North Carolina
$123K – – –
FCMT
273
Founders Capital Management (Texas)
Texas
$106K – – –
BL
274
Balentine LLC
Georgia
$98K +$98K +3,240 New
HDIM
275
Hanson & Doremus Investment Management
Vermont
$96K +$11.9K +390 +14%
9 10
11
12 13