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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

345 hedge funds and large institutions have $3.46B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+16
Holders Change %
+4.86%
% of All Funds
6.02%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.37%
New
42
Increased
99
Reduced
115
Closed
23
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$774K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$172M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$62.4M
3
SF
3
Summit Financial
New Jersey
$17.5M
4
RA
4
RFG Advisory
Alabama
$80.8M
5
BWM
5
Baystate Wealth Management
Massachusetts
$82.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$420M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
51
Baker Ellis Asset Management
Washington
$9.64M -$832K -25,950 -8%
JFA
52
JNBA Financial Advisors
Minnesota
$9.59M +$442K +13,795 +5%
WIA
53
World Investment Advisors
California
$9.44M +$476K +14,835 +5%
PO
54
Private Ocean
California
$9.2M -$14.4K -450 -0.2%
SPIA
55
Steward Partners Investment Advisory
New York
$8.82M -$447K -13,940 -5%
PFA
56
Pettinga Financial Advisors
Indiana
$8.81M +$137K +4,265 +2%
PFO
57
Pathstone Family Office
New Jersey
$8.37M -$341K -10,640 -4%
NEIRG
58
New England Investment & Retirement Group
Massachusetts
$8.32M +$642K +20,015 +8%
MML Investors Services
59
MML Investors Services
Massachusetts
$8.05M -$105K -3,290 -1%
RC
60
RegentAtlantic Capital
New Jersey
$7.82M -$404K -12,605 -5%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$7.49M +$284K +8,850 +4%
MSWMA
62
Market Street Wealth Management Advisors
Indiana
$7.04M +$135K +4,205 +2%
PAG
63
Private Advisor Group
New Jersey
$6.74M -$1.76M -54,910 -21%
MWM
64
Merriman Wealth Management
Washington
$6.73M +$6.73M +209,910 New
AAS
65
Avantax Advisory Services
Texas
$6.69M +$47.5K +1,480 +0.7%
EH
66
Equitable Holdings
New York
$6.46M +$2.31M +72,125 +56%
CST
67
Charles Schwab Trust
Nevada
$6.23M -$523K -16,315 -8%
Comerica Bank
68
Comerica Bank
Texas
$6.1M +$3.28M +102,125 +117%
LPT
69
Legacy Private Trust
Wisconsin
$6.02M -$104K -3,245 -2%
Mariner
70
Mariner
Kansas
$6M -$159K -4,945 -3%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$5.43M -$523K -16,320 -9%
WOSD
72
WFA of San Diego
California
$5.37M +$911K +28,400 +20%
BIP
73
Bouvel Investment Partners
Pennsylvania
$5.3M +$714K +22,265 +16%
CA
74
Cornerstone Advisory
Maryland
$5.19M -$133K -4,150 -2%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$5.07M -$2.05M -63,945 -29%
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