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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 %
SS
301
Simplicity Solutions
Minnesota
– -$9.27M -365,760 Closed
RCM
302
Rivernorth Capital Management
Florida
– -$5.35M -211,000 Closed
FFC
303
Fure Financial Corporation
Minnesota
– -$3.91M -154,335 Closed
TCB
304
Texas Capital Bancshares
Texas
– -$1.07M -42,000 Closed
IAA
305
Independent Advisor Alliance
North Carolina
– -$1.01M -39,785 Closed
PWS
306
Paragon Wealth Strategies
Florida
– -$793K -31,325 Closed
TI
307
Truepoint Inc
Ohio
– -$663K -26,160 Closed
GRP
308
Global Retirement Partners
California
– -$546K -21,555 Closed
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
– -$420K -16,555 Closed
UCFA
310
United Capital Financial Advisors
Texas
– -$410K -16,185 Closed
MWP
311
MYCIO Wealth Partners
Pennsylvania
– -$402K -15,880 Closed
WPW
312
Waldron Private Wealth
Pennsylvania
– -$355K -14,025 Closed
LFAS
313
Level Four Advisory Services
Texas
– -$353K -14,010 Closed
EWM
314
Empirical Wealth Management
Washington
– -$340K -13,405 Closed
WWM
315
Western Wealth Management
Colorado
– -$323K -12,745 Closed
RPGK
316
Retirement Planning Group (Kansas)
Kansas
– -$282K -11,145 Closed
CG
317
Colony Group
Massachusetts
– -$278K -10,980 Closed
SC
318
Scotia Capital
Ontario, Canada
– -$275K -10,855 Closed
IWC
319
Integrated Wealth Concepts
Massachusetts
– -$274K -10,810 Closed
IFG
320
Investors Financial Group
Minnesota
– -$261K -10,305 Closed
EWA
321
EP Wealth Advisors
California
– -$250K -9,855 Closed
SW
322
SVB Wealth
Massachusetts
– -$243K -9,600 Closed
CCM
323
Carlson Capital Management
Minnesota
– -$236K -9,295 Closed
BF
324
BOK Financial
Oklahoma
– -$235K -9,265 Closed
RBCM
325
Raub Brock Capital Management
California
– -$231K -9,125 Closed
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