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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 %
ACP
151
Aviance Capital Partners
Florida
$509K +$332K +17,975 +188%
BWM
152
Bernicke Wealth Management
Wisconsin
$504K -$462 -25 -0.1%
WG
153
Welch Group
Alabama
$501K -$446K -24,125 -47%
PJB
154
Paul John Balson
California
$497K +$497K +26,880 New
IWM
155
IHT Wealth Management
Illinois
$493K -$299K -16,160 -38%
N
156
Natixis
France
$486K +$200K +10,835 +70%
MAM
157
Madison Asset Management
Wisconsin
$465K -$465K -25,160 -50%
AIA
158
AIMZ Investment Advisors
California
$462K – – –
SPC
159
Sigma Planning Corp
Michigan
$461K -$924 -50 -0.2%
BO
160
BRR OpCo
Ohio
$455K -$9.8K -530 -2%
APSP
161
Asset Planning Services (Pennsylvania)
Pennsylvania
$454K +$3.7K +200 +0.8%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$452K +$105K +5,650 +30%
WAM
163
Weatherly Asset Management
California
$442K -$55K -2,975 -11%
JCM
164
Jacobi Capital Management
Pennsylvania
$442K -$4.62K -250 -1%
Cerity Partners
165
Cerity Partners
New York
$442K +$33.5K +1,810 +8%
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K – – –
HFA
167
HC Financial Advisors
California
$423K – – –
FIM
168
Frontier Investment Management
Texas
$422K -$79K -4,275 -16%
SFWA
169
Summit Financial Wealth Advisors
Louisiana
$412K +$412K +21,835 New
LRIA
170
Leonard Rickey Investment Advisors
Washington
$402K -$65.6K -3,545 -14%
PWM
171
Paulson Wealth Management
Illinois
$371K -$54.4K -2,760 -13%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$364K -$2.42M -137,475 -87%
SWM
173
SVA Wealth Management
Wisconsin
$364K -$41.1K -2,225 -10%
CS
174
Credit Suisse
Switzerland
$354K -$3.26M -176,085 -90%
ACA
175
Atlas Capital Advisors
Wyoming
$353K -$226K -12,230 -39%
5 6
7
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