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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 %
IC
151
IEQ Capital
California
$893K – – –
JCM
152
Jacobi Capital Management
Pennsylvania
$878K -$18.4K -575 -2%
GA
153
Geller Advisors
New York
$873K +$3.85K +120 +0.4%
WCF
154
West Coast Financial
California
$857K +$11.7K +365 +1%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$853K +$90.4K +2,820 +12%
Renaissance Technologies
156
Renaissance Technologies
New York
$850K +$545K +17,000 +179%
HA
157
Harborview Advisors
Maine
$844K -$24.5K -765 -3%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$840K – – –
SFA
159
Sequoia Financial Advisors
Ohio
$808K – – –
MAM
160
Madison Asset Management
Wisconsin
$807K – – –
MSFS
161
Main Street Financial Solutions
Pennsylvania
$805K – – –
AC
162
Alexandria Capital
Virginia
$804K -$124K -3,875 -13%
AIA
163
AIMZ Investment Advisors
California
$802K – – –
APSP
164
Asset Planning Services (Pennsylvania)
Pennsylvania
$794K -$9.94K -310 -1%
EFS
165
Essex Financial Services
Connecticut
$785K – – –
SWM
166
Spire Wealth Management
Virginia
$782K -$4.81K -150 -0.6%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$770K +$352K +10,995 +84%
5L
168
55I LLC
Massachusetts
$756K +$756K +23,565 New
GVAG
169
Great Valley Advisor Group
Delaware
$752K -$142K -4,425 -16%
BSW
170
Buckingham Strategic Wealth
Missouri
$749K +$93.2K +2,910 +14%
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$741K – – –
AC
172
Abbrea Capital
California
$719K – – –
WP
173
WealthPLAN Partners
Nebraska
$718K +$6.75K +205 +0.9%
MFG
174
Merit Financial Group
Georgia
$704K +$1.6K +50 +0.2%
Cerity Partners
175
Cerity Partners
New York
$690K +$12.8K +400 +2%
5 6
7
8 9