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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 %
WOSD
76
WFA of San Diego
California
$4.22M +$4.22M +138,950 New
EI
77
Ellevest Inc
New York
$4.15M – – –
RCA
78
Resonant Capital Advisors
Wisconsin
$4.15M +$3.03K +100 +0.1%
GAM
79
Gemmer Asset Management
California
$3.95M -$114K -3,750 -3%
EH
80
Equitable Holdings
New York
$3.92M -$8.49K -280 -0.2%
SSC
81
Syverson Strege & Co
Iowa
$3.85M -$307K -10,120 -7%
HCC
82
Hirtle Callaghan & Co
Pennsylvania
$3.79M – – –
CS
83
Comerica Securities
Michigan
$3.55M +$3.08M +101,480 +658%
CTC
84
Central Trust Company
Missouri
$3.36M -$4.85K -160 -0.1%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$3.33M +$2.08M +68,720 +168%
JWA
86
JFS Wealth Advisors
Pennsylvania
$3.23M -$609K -20,090 -16%
GLA
87
Great Lakes Advisors
Illinois
$3.19M -$3.49K -115 -0.1%
TA
88
Tiedemann Advisors
New York
$3.1M +$1.21K +40 +0%
FA
89
FDx Advisors
Illinois
$3.09M -$59K -1,945 -2%
WA1
90
Wimmer Associates 1
California
$3.08M +$142K +4,680 +5%
KW
91
KWB Wealth
California
$3.03M +$312K +10,290 +11%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$3.02M +$6.37K +210 +0.2%
WP
93
WealthSource Partners
California
$2.8M +$2.8M +92,155 New
PWM
94
Perigon Wealth Management
California
$2.77M +$232K +7,655 +9%
Comerica Bank
95
Comerica Bank
Texas
$2.74M +$2.74M +87,560 New
SMG
96
Spectrum Management Group
Indiana
$2.64M -$14.9K -490 -0.6%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M -$151K -4,965 -5%
SSWM
98
Sheets Smith Wealth Management
North Carolina
$2.51M +$729K +24,040 +41%
JWM
99
Jackson Wealth Management
Florida
$2.46M +$2.46M +81,005 New
NB
100
Northwest Bancshares
Pennsylvania
$2.44M -$52.3K -1,725 -2%
2 3
4
5 6