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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$2.3M +$241K +7,935 +12%
US Bancorp
102
US Bancorp
Minnesota
$2.28M -$670K -22,090 -23%
EWM
103
Echo Wealth Management
Minnesota
$2.19M -$815K -26,855 -27%
IFWM
104
Institute for Wealth Management
Colorado
$2.1M – – –
TCBWMS
105
Texas Capital Bank Wealth Management Services
Texas
$2.08M -$1.3M -42,835 -38%
WFA
106
West Financial Advisors
Iowa
$2.04M – – –
BP
107
Ballentine Partners
Massachusetts
$2M -$856K -28,230 -30%
BJ
108
Brouwer & Janachowski
California
$1.97M -$65.2K -2,150 -3%
Northern Trust
109
Northern Trust
Illinois
$1.95M -$672K -22,150 -26%
NCM
110
Novare Capital Management
North Carolina
$1.88M -$408K -13,460 -18%
FAIM
111
Financial Advocates Investment Management
Washington
$1.84M +$108K +3,575 +6%
GEA
112
Glen Eagle Advisors
New Jersey
$1.73M +$10K +330 +0.6%
FA
113
Fermata Advisors
California
$1.6M +$1.6M +52,870 New
William Blair & Company
114
William Blair & Company
Illinois
$1.59M +$476K +15,675 +43%
MA
115
Montag & Associates
Georgia
$1.58M – – –
MCC
116
Money Concepts Capital
Florida
$1.55M -$1.66M -54,820 -52%
ACP
117
Aviance Capital Partners
Florida
$1.51M +$399K +13,170 +36%
MFS
118
McNamara Financial Services
Massachusetts
$1.49M -$67.5K -2,535 -4%
SFP
119
Sterling Financial Planning
New Jersey
$1.47M -$61.4K -2,025 -4%
RPG
120
Resource Planning Group
Georgia
$1.46M -$38.3K -1,295 -3%
MHS
121
M Holdings Securities
Oregon
$1.43M +$1.43M +47,020 New
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.32M -$1.9M -62,600 -59%
ACG
123
Allen Capital Group
Nebraska
$1.31M +$27.9K +920 +2%
SWM
124
Shakespeare Wealth Management
Wisconsin
$1.3M -$17.9K -590 -1%
GIA
125
Gladstone Institutional Advisory
Florida
$1.28M -$130K -4,300 -9%
3 4
5
6 7