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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
$532M
2
Victory Capital Management
Victory Capital Management
Texas
$157M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.4M
4
WA
Waverly Advisors
Alabama
$80.1M
5
CST
Charles Schwab Trust
Nevada
$10.9M

Top Sellers

1
LPL Financial
LPL Financial
California
$47.4M
2
Ameriprise
Ameriprise
Minnesota
$107M
3
BWM
Baystate Wealth Management
Massachusetts
$56.7M
4
BSAM
Blue Sky Asset Management
Colorado
$0
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Grimes & Company
Massachusetts
$21M -$1.48M -80,195 -7%
UBS Group
27
UBS Group
Switzerland
$21M -$8.4M -454,170 -29%
Osaic Holdings
28
Osaic Holdings
Arizona
$20.6M +$20.6M +1,126,925 New
GA
29
Geller Advisors
New York
$20.3M +$121K +6,545 +0.6%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$19.4M -$2.96M -160,080 -13%
RA
31
RFG Advisory
Alabama
$19.2M +$1.06M +57,400 +6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$3.64M +196,850 +24%
SF
33
Synovus Financial
Georgia
$18.5M -$264K -14,295 -1%
KA
34
Klingman & Associates
New York
$16M -$246K -13,300 -2%
Wells Fargo
35
Wells Fargo
California
$14.4M -$1.97M -106,410 -12%
AA
36
Ancora Advisors
Ohio
$13.2M -$67K -3,625 -0.5%
HighTower Advisors
37
HighTower Advisors
Illinois
$12.5M -$520K -28,110 -4%
FDCC
38
Foster Dykema Cabot & Co
Massachusetts
$11.7M -$505K -27,290 -4%
CST
39
Charles Schwab Trust
Nevada
$10.9M +$6.78M +366,635 +163%
Truist Financial
40
Truist Financial
North Carolina
$10.9M -$4.35M -235,390 -28%
DA
41
Detalus Advisors
Missouri
$10.7M +$321K +17,355 +3%
WBG
42
Wharton Business Group
Pennsylvania
$10.4M – – –
OPCM
43
Osborne Partners Capital Management
California
$10.1M +$268K +14,505 +3%
TA
44
Tiedemann Advisors
New York
$9.98M -$8.84M -478,235 -47%
MML Investors Services
45
MML Investors Services
Massachusetts
$8.45M -$3.06M -165,325 -27%
BEAM
46
Baker Ellis Asset Management
Washington
$8M -$1.29M -70,045 -14%
GT
47
Glenmede Trust
Pennsylvania
$7.95M – – –
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$7.87M -$1.88M -101,940 -19%
WIA
49
World Investment Advisors
California
$6.99M -$3.51K -190 -0.1%
PFA
50
Pettinga Financial Advisors
Indiana
$6.98M +$267K +14,450 +4%
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