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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 %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$31.5M +$191K +6,295 +0.6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$30.6M -$669K -22,040 -2%
SF
28
Synovus Financial
Georgia
$28.3M -$744K -24,535 -3%
UBS Group
29
UBS Group
Switzerland
$26.8M -$1.91M -63,020 -7%
CAN
30
Cetera Advisor Networks
California
$25.8M -$3.79M -125,105 -13%
Wells Fargo
31
Wells Fargo
California
$25.2M -$1.99M -65,530 -7%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$23.9M +$18M +592,830 +306%
KA
33
Klingman & Associates
New York
$23M -$34.4K -1,135 -0.1%
Osaic Holdings
34
Osaic Holdings
Arizona
$22.7M -$589K -19,320 -3%
AF
35
Allworth Financial
California
$21.9M -$433K -14,275 -2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$21.8M -$1.04M -34,125 -5%
AA
37
Ancora Advisors
Ohio
$21.4M -$44.7K -1,475 -0.2%
KWM
38
Keebeck Wealth Management
Illinois
$19.1M -$42.9K -1,415 -0.2%
Truist Financial
39
Truist Financial
North Carolina
$18.1M +$799K +26,325 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$15M +$286K +9,435 +2%
DA
41
Detalus Advisors
Missouri
$14.9M -$577K -19,020 -4%
WBG
42
Wharton Business Group
Pennsylvania
$13.9M -$3.21M -105,900 -19%
TWA
43
Tillar-Wenstrup Advisors
Ohio
$13.1M +$646K +21,300 +5%
RA
44
Rodgers & Associates
Pennsylvania
$12.3M -$141K -4,640 -1%
OPCM
45
Osborne Partners Capital Management
California
$12M -$643K -21,185 -5%
SFS
46
Solitude Financial Services
Virginia
$11.4M -$1.18M -38,805 -9%
AFA
47
Arlington Financial Advisors
California
$11.4M -$78.3K -2,580 -0.7%
RIL
48
Rothschild Investment LLC
Illinois
$10.4M +$303K +10,000 +3%
BEAM
49
Baker Ellis Asset Management
Washington
$9.91M -$220K -7,250 -2%
RJA
50
Raymond James & Associates
Florida
$9.34M +$2.38M +78,480 +34%
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