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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 %
NB
101
Northwest Bancshares
Pennsylvania
$2.46M -$30.2K -955 -1%
EWM
102
Echo Wealth Management
Minnesota
$2.19M +$95K +2,920 +5%
IFWM
103
Institute for Wealth Management
Colorado
$2.18M – – –
US Bancorp
104
US Bancorp
Minnesota
$2.15M -$194K -6,140 -8%
TCBWMS
105
Texas Capital Bank Wealth Management Services
Texas
$2.13M -$50.7K -1,600 -2%
Northern Trust
106
Northern Trust
Illinois
$2.04M – – –
BJ
107
Brouwer & Janachowski
California
$2.03M -$3.48K -110 -0.2%
SMG
108
Spectrum Management Group
Indiana
$2.01M – – –
FAIM
109
Financial Advocates Investment Management
Washington
$1.99M +$71.7K +2,265 +4%
WFA
110
West Financial Advisors
Iowa
$1.99M -$76K -2,400 -4%
ACP
111
Aviance Capital Partners
Florida
$1.91M +$354K +11,190 +23%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$1.9M +$66.4K +2,095 +4%
RA
113
RiverTree Advisors
Florida
$1.9M +$1.9M +59,835 New
FTUS
114
Flow Traders U.S.
New York
$1.85M +$1.85M +58,435 New
GEA
115
Glen Eagle Advisors
New Jersey
$1.84M -$475 -15 -0%
BP
116
Ballentine Partners
Massachusetts
$1.8M -$266K -8,400 -13%
BIA
117
Bell Investment Advisors
California
$1.74M +$1.74M +54,930 New
NCM
118
Novare Capital Management
North Carolina
$1.73M -$237K -7,475 -12%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1.7M +$418K +13,195 +33%
MA
120
Montag & Associates
Georgia
$1.65M – – –
MFS
121
McNamara Financial Services
Massachusetts
$1.61M -$34.2K -1,080 -2%
BA
122
Bridgewater Advisors
New York
$1.56M +$475 +15 +0%
SPC
123
Sigma Planning Corp
Michigan
$1.49M +$264K +8,340 +22%
EFS
124
Essex Financial Services
Connecticut
$1.49M +$669K +21,125 +82%
RPG
125
Resource Planning Group
Georgia
$1.47M -$25.8K -835 -2%
3 4
5
6 7