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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

345 hedge funds and large institutions have $3.46B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+16
Holders Change %
+4.86%
% of All Funds
6.02%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.37%
New
42
Increased
99
Reduced
115
Closed
23
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$774K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$172M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$62.4M
3
SF
3
Summit Financial
New Jersey
$17.5M
4
RA
4
RFG Advisory
Alabama
$80.8M
5
BWM
5
Baystate Wealth Management
Massachusetts
$82.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$420M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
251
Wealthfront Advisers
California
$258K +$258K +8,055 New
VFA
252
Valeo Financial Advisors
Indiana
$257K -$2.57K -80 -1%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$252K – – –
RWM
254
Ritholtz Wealth Management
New York
$252K – – –
LWP
255
Laurel Wealth Planning
Minnesota
$250K -$179K -5,565 -42%
HNB
256
Huntington National Bank
Ohio
$250K -$236K – –
IF
257
Insight Folios
North Carolina
$244K +$244K +7,595 New
CPIG
258
Chicago Partners Investment Group
Illinois
$242K -$66.3K -2,055 -22%
OPS
259
Orion Portfolio Solutions
Nebraska
$240K -$88.8K -2,770 -27%
WCM
260
WealthBridge Capital Management
Ohio
$237K +$321 +10 +0.1%
GW
261
GW & Wade
Massachusetts
$232K +$232K +7,230 New
BPA
262
Beacon Pointe Advisors
California
$231K +$231K +7,215 New
DY
263
Dowling & Yahnke
California
$226K +$226K +7,035 New
ICG
264
InterOcean Capital Group
Tennessee
$221K +$221K +6,890 New
CMP
265
Courage Miller Partners
Virginia
$220K – – –
MMPW
266
Mitchell McLeod Pugh & Williams
Alabama
$216K – – –
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
$208K +$208K +6,485 New
AWP
268
Abacus Wealth Partners
California
$203K +$203K +6,340 New
BRWA
269
B. Riley Wealth Advisors
Florida
$203K -$119K -3,710 -37%
TSS
270
Two Sigma Securities
New York
$202K +$202K +6,285 New
MAG
271
Mayfair Advisory Group
Alabama
$202K +$202K +6,300 New
IA
272
IFG Advisory
Georgia
$200K +$200K +6,255 New
FWP
273
FAS Wealth Partners
Kansas
$195K -$7.84K -245 -4%
CA
274
Clearstead Advisors
Ohio
$189K – – –
BCV
275
Banque Cantonale Vaudoise
Switzerland
$185K +$185K +5,780 New
9 10
11
12 13