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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 %
PP
151
Prudential plc
United Kingdom
$825K -$37.9K -1,250 -4%
HA
152
Harborview Advisors
Maine
$822K -$47.8K -1,575 -5%
GA
153
Geller Advisors
New York
$822K +$8.04K +265 +1%
WCF
154
West Coast Financial
California
$800K -$27.3K -900 -3%
EFS
155
Essex Financial Services
Connecticut
$785K +$423K +13,935 +117%
SFA
156
Sequoia Financial Advisors
Ohio
$764K – – –
MAM
157
Madison Asset Management
Wisconsin
$763K – – –
MSFS
158
Main Street Financial Solutions
Pennsylvania
$762K – – –
APSP
159
Asset Planning Services (Pennsylvania)
Pennsylvania
$761K +$3.34K +110 +0.4%
AIA
160
AIMZ Investment Advisors
California
$758K – – –
SWM
161
Spire Wealth Management
Virginia
$744K +$744K +24,540 New
Baird Financial Group
162
Baird Financial Group
Wisconsin
$721K +$426K +14,050 +144%
Brown Advisory
163
Brown Advisory
Maryland
$701K -$38.2K -1,260 -5%
LWANC
164
Laurel Wealth Advisors (North Carolina)
North Carolina
$701K – – –
WP
165
WealthPLAN Partners
Nebraska
$687K -$18K -565 -3%
AC
166
Abbrea Capital
California
$681K – – –
MFG
167
Merit Financial Group
Georgia
$664K +$1.82K +60 +0.3%
Cerity Partners
168
Cerity Partners
New York
$641K +$66.2K +2,180 +12%
BSW
169
Buckingham Strategic Wealth
Missouri
$621K -$22.2K -730 -3%
SPFA
170
Summit Place Financial Advisors
New Jersey
$607K +$607K +20,000 New
N
171
Natixis
France
$591K -$203K -6,695 -26%
PWM
172
Paulson Wealth Management
Illinois
$588K – – –
CCA
173
Cobblestone Capital Advisors
New York
$579K – – –
AIP
174
Almanack Investment Partners
Pennsylvania
$562K – – –
WAM
175
Weatherly Asset Management
California
$559K – – –
5 6
7
8 9