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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 %
Bank of Montreal
276
Bank of Montreal
Ontario, Canada
$95K +$76.6K +2,490 +415%
PCA
277
Providence Capital Advisors
North Carolina
$89K +$43.7K +1,445 +96%
AWM
278
AllSquare Wealth Management
New York
$86K – – –
CMBA
279
C.M. Bidwell & Associates
Hawaii
$84K – – –
ACA
280
Atlas Capital Advisors
Wyoming
$81.5K – – –
BFEC
281
Benjamin F. Edwards & Company
Missouri
$74K +$74K +2,435 New
TAM
282
Townsend Asset Management
North Carolina
$63K – – –
WCAMG
283
Woodard & Company Asset Management Group
North Carolina
$61K – – –
TFS
284
TrustCore Financial Services
Tennessee
$60K – – –
BCM
285
Blume Capital Management
California
$56K – – –
BC
286
Belmont Capital
California
$53K – – –
AWM
287
Avior Wealth Management
Nebraska
$51K – – –
FFC
288
Fure Financial Corporation
Minnesota
$48K +$21.7K +720 +83%
MRC
289
Millburn Ridgefield Corp
New York
$46K -$2.88K -95 -6%
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
LB
291
Legacy Bridge
Iowa
$44K – – –
TIM
292
Tortoise Investment Management
New York
$43K – – –
BFG
293
Baron Financial Group
New Jersey
$40.2K – – –
QCG
294
Quadrant Capital Group
Ohio
$40K +$40K +1,325 New
RCM
295
Rain Capital Management
Oregon
$39K – – –
KFI
296
Key Financial Inc
Pennsylvania
$37K – – –
AF
297
Advisornet Financial
Minnesota
$36K – – –
APWA
298
Atlas Private Wealth Advisors
New Jersey
$36K – – –
KFS
299
Kelly Financial Services
Massachusetts
$35.2K +$152 +5 +0.4%
PSIWM
300
Paradigm Strategies in Wealth Management
Minnesota
$33K +$33K +1,090 New
10 11
12
13 14