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Invesco FTSE RAFI US 1000 ETF

288 hedge funds and large institutions have $2.55B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 139 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-8
Holders Change %
-2.7%
% of All Funds
5.92%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.35%
New
20
Increased
59
Reduced
139
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$24M +$1.51M +69,660 +7%
GA
27
Geller Advisors
New York
$24M +$198K +9,125 +0.8%
GC
28
Grimes & Company
Massachusetts
$23.9M -$749K -34,575 -3%
SF
29
Synovus Financial
Georgia
$21.3M -$378K -17,440 -2%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$20.6M -$2.1M -97,110 -9%
UBS Group
31
UBS Group
Switzerland
$19.9M -$4.61M -212,855 -19%
Osaic Holdings
32
Osaic Holdings
Arizona
$19.1M -$5.33M -246,165 -22%
KA
33
Klingman & Associates
New York
$17.1M -$1.56M -72,130 -8%
AA
34
Ancora Advisors
Ohio
$15.3M -$64.2K -2,965 -0.4%
HighTower Advisors
35
HighTower Advisors
Illinois
$13.3M -$1.31M -60,525 -9%
DA
36
Detalus Advisors
Missouri
$12.7M +$138K +6,375 +1%
WBG
37
Wharton Business Group
Pennsylvania
$12.2M
Truist Financial
38
Truist Financial
North Carolina
$11.9M -$880K -40,625 -7%
Wells Fargo
39
Wells Fargo
California
$11.8M -$5.01M -231,470 -30%
OPCM
40
Osborne Partners Capital Management
California
$11.2M -$602K -27,810 -5%
AFA
41
Arlington Financial Advisors
California
$8.11M +$145K +6,710 +2%
BEAM
42
Baker Ellis Asset Management
Washington
$8.02M -$1.35M -62,150 -14%
WIA
43
World Investment Advisors
California
$7.24M -$1.69M -71,525 -19%
PFA
44
Pettinga Financial Advisors
Indiana
$7.08M -$1.1M -50,875 -13%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$6.96M -$2.26M -104,275 -24%
PO
46
Private Ocean
California
$6.69M -$477K -22,000 -7%
CFGF
47
Compass Financial Group (Florida)
Florida
$6.61M +$4.81M +221,830 +267%
RC
48
RegentAtlantic Capital
New Jersey
$6.51M +$146K +6,745 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$6.31M -$36.4M -1,679,385 -85%
RIL
50
Rothschild Investment LLC
Illinois
$6.23M +$1.34M +61,825 +27%