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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

296 hedge funds and large institutions have $2.68B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 144 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-25
Holders Change %
-7.79%
% of All Funds
6.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.46%
New
22
Increased
66
Reduced
144
Closed
43
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$222K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$74.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$73.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31.8M
4
WA
Waverly Advisors
Alabama
+$17.6M
5
CST
Charles Schwab Trust
Nevada
+$6.78M

Top Sellers

1
LPL Financial
LPL Financial
California
-$44.4M
2
Ameriprise
Ameriprise
Minnesota
-$44.3M
3
BWM
Baystate Wealth Management
Massachusetts
-$30.3M
4
BSAM
Blue Sky Asset Management
Colorado
-$15.5M
5
TC
Trilogy Capital
California
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
126
West Coast Financial
California
$706K -$129K -6,985 -15%
CFS
127
Cannon Financial Strategists
Georgia
$677K +$166K +9,005 +33%
Brown Advisory
128
Brown Advisory
Maryland
$675K +$207K +11,210 +44%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$667K -$347K -18,800 -34%
BSW
130
Buckingham Strategic Wealth
Missouri
$665K -$49.5K -2,675 -7%
WWM
131
Windsor Wealth Management
Indiana
$646K -$6.65K -360 -1%
HA
132
Harborview Advisors
Maine
$640K -$32.8K -1,775 -5%
ECM
133
ETrade Capital Management
Virginia
$628K +$33.5K +1,810 +6%
EWM
134
Evercore Wealth Management
New York
$624K – – –
Stifel Financial
135
Stifel Financial
Missouri
$615K -$38.4K -2,075 -6%
BBHC
136
Brown Brothers Harriman & Co
New York
$596K -$537K -29,045 -47%
SWP
137
Stratos Wealth Partners
Ohio
$594K -$1.62M -87,640 -73%
CA
138
Cetera Advisors
Colorado
$592K -$129K -6,965 -18%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$580K -$147K -7,975 -20%
AC
140
Alexandria Capital
Virginia
$579K -$45.6K -2,465 -7%
VHAM
141
Van Hulzen Asset Management
California
$562K -$197K -10,655 -26%
EVM
142
Eaton Vance Management
Massachusetts
$556K -$30.2K -1,635 -5%
SFA
143
Sequoia Financial Advisors
Ohio
$549K -$8.32K -450 -1%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$546K -$1.03M -55,490 -65%
Creative Planning
145
Creative Planning
Kansas
$535K -$156K -8,420 -23%
BFC
146
Blue Fin Capital
Rhode Island
$534K +$6.84K +370 +1%
WP
147
WealthPLAN Partners
Nebraska
$530K -$11.2K -565 -2%
AF
148
Advisornet Financial
Minnesota
$530K +$20.1K +1,085 +4%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$517K -$23.6K -6,610 -4%
IC
150
IEQ Capital
California
$515K +$515K +27,860 New
4 5
6
7 8