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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 %
BIP
76
Bouvel Investment Partners
Pennsylvania
$5.22M -$12.8K -405 -0.2%
CA
77
Cornerstone Advisory
Maryland
$5.12M -$9.5K -300 -0.2%
GT
78
Glenmede Trust
Pennsylvania
$4.42M -$409K -12,915 -8%
EI
79
Ellevest Inc
New York
$4.34M – – –
William Blair & Company
80
William Blair & Company
Illinois
$4.28M +$193K +6,095 +5%
Comerica Bank
81
Comerica Bank
Texas
$4.19M -$2.16M -64,450 -34%
HCC
82
Hirtle Callaghan & Co
Pennsylvania
$3.96M – – –
SIC
83
Sigma Investment Counselors
Michigan
$3.87M -$609K -19,245 -14%
AI
84
Atria Investments
North Carolina
$3.84M +$2.73M +86,340 +248%
CS
85
Comerica Securities
Michigan
$3.75M -$542K -17,105 -13%
KW
86
KWB Wealth
California
$3.52M +$376K +11,885 +12%
CTC
87
Central Trust Company
Missouri
$3.51M – – –
PWM
88
Perigon Wealth Management
California
$3.43M +$136K +4,300 +4%
WA1
89
Wimmer Associates 1
California
$3.39M +$121K +3,825 +4%
GW
90
GW & Wade
Massachusetts
$3.39M +$3.16M +99,725 +1,379%
CWM
91
Cornerstone Wealth Management
Missouri
$3.29M +$492K +15,520 +18%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$3.26M -$205K -6,485 -6%
FA
93
FDx Advisors
Illinois
$3.22M +$2.06K +65 +0.1%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$3.16M +$6.18K +195 +0.2%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$3.15M +$1.06M +33,585 +51%
JWA
96
JFS Wealth Advisors
Pennsylvania
$3.03M -$91.9K -2,900 -3%
WP
97
WealthSource Partners
California
$3.01M +$67K +2,115 +2%
GLA
98
Great Lakes Advisors
Illinois
$2.84M -$485K -15,300 -15%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.51M -$204K -6,455 -8%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$2.5M +74,570 New
2 3
4
5 6