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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 %
CCM
126
Colorado Capital Management
Colorado
$1.23M -$29.6K -975 -2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$1.23M +$132K +4,360 +12%
EVM
128
Eaton Vance Management
Massachusetts
$1.22M -$22.2K -730 -2%
CFFP
129
Center for Financial Planning
Michigan
$1.2M +$1.2M +39,575 New
Lido Advisors
130
Lido Advisors
California
$1.2M -$45.4K -1,495 -4%
CL
131
COWA LLC
Oklahoma
$1.19M +$599K +9,345 +102%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$1.15M -$76.9K -2,535 -6%
CFS
133
Cannon Financial Strategists
Georgia
$1.12M – – –
Creative Planning
134
Creative Planning
Kansas
$1.08M +$201K +6,615 +23%
PMFA
135
Plante Moran Financial Advisors
Michigan
$1.06M -$4.7K -155 -0.4%
WWM
136
Windsor Wealth Management
Indiana
$1.06M – – –
Stifel Financial
137
Stifel Financial
Missouri
$1.01M +$8.34K +275 +0.8%
RFC
138
Regions Financial Corp
Alabama
$959K -$5.46K -180 -0.6%
VWA
139
V Wealth Advisors
Kansas
$959K +$705K +23,255 +278%
PWP
140
Principle Wealth Partners
Connecticut
$939K – – –
EWM
141
Evercore Wealth Management
New York
$897K -$128K -4,205 -12%
GC
142
Gratus Capital
Georgia
$892K -$254K -8,385 -22%
SWP
143
Stratos Wealth Partners
Ohio
$882K -$30.2K -995 -3%
AC
144
Alexandria Capital
Virginia
$878K – – –
SPC
145
Sigma Planning Corp
Michigan
$876K +$28.8K +950 +3%
BO
146
BRR OpCo
Ohio
$857K +$102K +3,370 +14%
JCM
147
Jacobi Capital Management
Pennsylvania
$848K +$58.2K +1,920 +7%
GVAG
148
Great Valley Advisor Group
Delaware
$845K -$1.67K -55 -0.2%
IC
149
IEQ Capital
California
$845K +$845K +27,860 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$840K – – –
4 5
6
7 8