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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

353 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+8
Holders Change %
+2.32%
% of All Funds
6.2%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
29
Increased
107
Reduced
110
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$449M
2
LPL Financial
2
LPL Financial
California
$59M
3
Ameriprise
3
Ameriprise
Minnesota
$180M
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$8.56M
5
RA
5
RFG Advisory
Alabama
$87.9M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$201M
3
GAM
3
Gemmer Asset Management
California
$0
4
AA
4
Ancora Advisors
Ohio
$18.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
26
Synovus Financial
Georgia
$29M -$55.8K -1,760 -0.2%
CAN
27
Cetera Advisor Networks
California
$25.4M -$1.67M -52,680 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$25.4M -$80.1K -2,530 -0.3%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.4M +$582K +18,220 +2%
Wells Fargo
30
Wells Fargo
California
$24.7M +$229K +7,240 +0.9%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$24.3M -$184K -5,810 -0.8%
KA
32
Klingman & Associates
New York
$23.9M -$12K -380 -0.1%
SF
33
Summit Financial
New Jersey
$22.5M +$5.28M +166,565 +31%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$21.7M -$427K -13,490 -2%
Truist Financial
35
Truist Financial
North Carolina
$19.2M -$18.2K -575 -0.1%
AA
36
Ancora Advisors
Ohio
$18.6M -$3.7M -116,815 -17%
AF
37
Allworth Financial
California
$17.1M -$2.25M -71,000 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$16.6M +$221K +6,980 +1%
WBG
39
Wharton Business Group
Pennsylvania
$14.5M – – –
TWA
40
Tillar-Wenstrup Advisors
Ohio
$13.7M -$146K -4,625 -1%
EH
41
Equitable Holdings
New York
$12.9M +$6.5M +205,345 +102%
DA
42
Detalus Advisors
Missouri
$12.4M +$698K +22,035 +6%
SFS
43
Solitude Financial Services
Virginia
$12.3M +$256K +8,090 +2%
RA
44
Rodgers & Associates
Pennsylvania
$12.2M -$144K -4,555 -1%
RJA
45
Raymond James & Associates
Florida
$11.8M -$44.3K -1,400 -0.4%
OPCM
46
Osborne Partners Capital Management
California
$11.7M -$269K -8,490 -2%
RIL
47
Rothschild Investment LLC
Illinois
$11.7M +$316K +9,975 +3%
AFA
48
Arlington Financial Advisors
California
$11M -$38.6K -1,220 -0.3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$10.8M +$641K +20,245 +6%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$10.6M +$3.19M +100,595 +43%
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