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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 %
IFWM
101
Institute for Wealth Management
Colorado
$2.2M -$12.5K -390 -0.6%
TCBWMS
102
Texas Capital Bank Wealth Management Services
Texas
$2.2M – – –
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.12M +$716K +22,325 +51%
BP
104
Ballentine Partners
Massachusetts
$2.1M -$18.9K -590 -0.9%
WFA
105
West Financial Advisors
Iowa
$2.09M -$68K -2,120 -3%
EWM
106
Echo Wealth Management
Minnesota
$2.08M -$251K -7,770 -11%
Northern Trust
107
Northern Trust
Illinois
$2.06M – – –
BJ
108
Brouwer & Janachowski
California
$2.06M -$24.1K -750 -1%
SMG
109
Spectrum Management Group
Indiana
$2.04M -$759K -23,680 -27%
NCM
110
Novare Capital Management
North Carolina
$2M +$8.82K +275 +0.4%
FAIM
111
Financial Advocates Investment Management
Washington
$1.95M +$642 +20 +0%
Creative Planning
112
Creative Planning
Kansas
$1.89M +$753K +23,500 +66%
GEA
113
Glen Eagle Advisors
New Jersey
$1.86M +$31.1K +970 +2%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$1.86M -$794K -24,770 -30%
ARC
115
Advisor Resource Council
Texas
$1.74M +$1.74M +54,120 New
MA
116
Montag & Associates
Georgia
$1.67M – – –
MFS
117
McNamara Financial Services
Massachusetts
$1.67M -$127K -3,960 -7%
ACP
118
Aviance Capital Partners
Florida
$1.57M -$22.9K -715 -1%
BA
119
Bridgewater Advisors
New York
$1.57M +$1.57M +49,070 New
ACG
120
Allen Capital Group
Nebraska
$1.56M +$174K +5,440 +13%
KFP
121
KB Financial Partners
New Jersey
$1.54M -$3.37M -105,090 -69%
RPG
122
Resource Planning Group
Georgia
$1.52M -$22.7K -725 -1%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$1.44M – – –
SWM
124
Shakespeare Wealth Management
Wisconsin
$1.38M -$11.5K -355 -0.8%
AA
125
Addison Advisors
Vermont
$1.38M +$1.38M +42,885 New
3 4
5
6 7