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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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$9.29M +$811K +26,750 +10%
CFGF
52
Compass Financial Group (Florida)
Florida
$9.2M -$221K -7,285 -2%
WIA
53
World Investment Advisors
California
$8.92M -$769K -24,115 -8%
SPIA
54
Steward Partners Investment Advisory
New York
$8.77M +$3.45M +113,810 +65%
PO
55
Private Ocean
California
$8.72M +$6.22K +205 +0.1%
JFA
56
JNBA Financial Advisors
Minnesota
$8.66M +$1.52M +50,265 +21%
PFO
57
Pathstone Family Office
New Jersey
$8.24M +$3.92M +129,375 +91%
PFA
58
Pettinga Financial Advisors
Indiana
$8.2M -$115K -3,800 -1%
PAG
59
Private Advisor Group
New Jersey
$8.04M +$1.38M +45,415 +21%
RC
60
RegentAtlantic Capital
New Jersey
$7.78M -$1.1M -36,380 -12%
MML Investors Services
61
MML Investors Services
Massachusetts
$7.72M +$1.52K +50 +0%
NEIRG
62
New England Investment & Retirement Group
Massachusetts
$7.26M +$134K +4,410 +2%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$6.82M -$242K -7,985 -3%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$6.73M +$1.01M +33,250 +18%
MSWMA
65
Market Street Wealth Management Advisors
Indiana
$6.53M -$688K -22,695 -10%
CST
66
Charles Schwab Trust
Nevada
$6.44M -$249K -8,145 -4%
AAS
67
Avantax Advisory Services
Texas
$6.28M +$150K +4,945 +2%
Mariner
68
Mariner
Kansas
$5.83M +$47.2K +1,555 +0.8%
LPT
69
Legacy Private Trust
Wisconsin
$5.79M -$581K -19,155 -9%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$5.63M +$698K +23,010 +14%
GT
71
Glenmede Trust
Pennsylvania
$5.56M -$283K -9,325 -5%
CA
72
Cornerstone Advisory
Maryland
$5.04M +$246K +8,095 +5%
KFP
73
KB Financial Partners
New Jersey
$4.65M +$4.65M +153,155 New
SIC
74
Sigma Investment Counselors
Michigan
$4.44M -$414K -13,645 -9%
BIP
75
Bouvel Investment Partners
Pennsylvania
$4.34M +$160K +5,275 +4%
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3
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