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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 %
BCI
176
Brinker Capital Investments
Pennsylvania
$556K -$13.4M -440,535 -96%
WG
177
Welch Group
Alabama
$554K – – –
BFC
178
Blue Fin Capital
Rhode Island
$546K -$131K -4,325 -19%
WIA
179
Wealthstreet Investment Advisors
Texas
$543K +$10.5K +345 +2%
PCA
180
Personal Capital Advisors
California
$532K +$97.3K +3,205 +22%
PCG
181
Private Capital Group
Connecticut
$528K -$71.7K -2,365 -12%
HFA
182
HC Financial Advisors
California
$520K -$56.6K -1,865 -10%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$509K -$30.9K -1,020 -6%
CIA
184
Choate Investment Advisors
Massachusetts
$505K -$17.1K -565 -3%
CA
185
Cetera Advisors
Colorado
$505K +$6.67K +220 +1%
BRC
186
BHF RG Capital
Arizona
$497K +$1.52K +50 +0.3%
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$481K +$243K +8,025 +102%
EWA
188
EP Wealth Advisors
California
$480K +$250K +8,245 +109%
ONB
189
Old National Bancorp
Indiana
$466K – – –
CBN
190
Cadence Bank NA
Texas
$464K +$464K +15,280 New
ASN
191
Advisory Services Network
Georgia
$462K -$15.3K -505 -3%
PIA
192
Perennial Investment Advisors
California
$461K – – –
BCM
193
BlueCrest Capital Management
Jersey
$460K +$460K +15,150 New
CWC
194
Carolinas Wealth Consulting
North Carolina
$454K +$42.9K +1,415 +10%
CFS
195
CRA Financial Services
New Jersey
$448K -$30.3K -1,000 -6%
VFM
196
Vivid Financial Management
California
$446K +$152 +5 +0%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$440K -$15.5K -510 -3%
HPC
198
HM Payson & Co
Maine
$438K – – –
Bank of New York Mellon
199
Bank of New York Mellon
New York
$437K -$152 -5 -0%
IWM
200
IHT Wealth Management
Illinois
$428K -$43.1K -1,420 -9%
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