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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 %
GIA
126
Gladstone Institutional Advisory
Florida
$1.35M +$160 +5 +0%
SFP
127
Sterling Financial Planning
New Jersey
$1.34M -$207K -6,440 -13%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.34M +$129K +4,030 +11%
CCM
129
Colorado Capital Management
Colorado
$1.3M – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1.3M +$1.44K +45 +0.1%
EVM
131
Eaton Vance Management
Massachusetts
$1.29M – – –
Lido Advisors
132
Lido Advisors
California
$1.25M -$13K -405 -1%
SPC
133
Sigma Planning Corp
Michigan
$1.24M +$315K +9,835 +34%
TRCT
134
Tower Research Capital (TRC)
New York
$1.22M +$1.22M +38,000 +760,000%
CFFP
135
Center for Financial Planning
Michigan
$1.21M -$64K -1,995 -5%
CFS
136
Cannon Financial Strategists
Georgia
$1.18M – – –
PMFA
137
Plante Moran Financial Advisors
Michigan
$1.12M – – –
WWM
138
Windsor Wealth Management
Indiana
$1.12M – – –
AI
139
Atria Investments
North Carolina
$1.12M +$1.12M +34,805 New
Stifel Financial
140
Stifel Financial
Missouri
$1.1M +$30.5K +950 +3%
PP
141
Prudential plc
United Kingdom
$1.1M +$229K +7,150 +26%
RFC
142
Regions Financial Corp
Alabama
$1.06M +$46K +1,435 +5%
PWP
143
Principle Wealth Partners
Connecticut
$993K – – –
IC
144
Inscription Capital
Texas
$993K +$993K +30,970 New
CL
145
COWA LLC
Oklahoma
$974K -$337K -4,750 -26%
VWA
146
V Wealth Advisors
Kansas
$963K -$51.5K -1,605 -5%
EWM
147
Evercore Wealth Management
New York
$948K – – –
GC
148
Gratus Capital
Georgia
$943K – – –
SWP
149
Stratos Wealth Partners
Ohio
$904K -$27.4K -855 -3%
BO
150
BRR OpCo
Ohio
$904K -$1.92K -60 -0.2%
4 5
6
7 8