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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 %
JWCA
201
J.W. Cole Advisors
Florida
$261K -$1.02M -55,025 -80%
CWC
202
Carolinas Wealth Consulting
North Carolina
$261K +$261K +14,070 New
FSWA
203
Financial Synergies Wealth Advisors
Texas
$260K +$8.5K +460 +3%
CAM
204
Cidel Asset Management
Ontario, Canada
$259K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$257K +$98.8K +5,350 +62%
CCA
206
Clearwater Capital Advisors
Illinois
$256K -$253K -13,690 -50%
VNA
207
Valley National Advisers
Pennsylvania
$254K -$32.9K -1,775 -11%
PCA
208
Personal Capital Advisors
California
$248K -$88.7K -4,790 -26%
SFS
209
Sowell Financial Services
Arkansas
$243K – – –
BJL
210
Brighton Jones LLC
Washington
$241K -$3.06K -165 -1%
GWS
211
Glassman Wealth Services
Virginia
$240K – – –
AI
212
Accredited Investors
Minnesota
$235K -$3.03M -163,610 -93%
CCM
213
Covington Capital Management
California
$231K – – –
RC
214
Roundview Capital
New Jersey
$230K – – –
WB
215
Webster Bank
Connecticut
$229K -$66.6K -3,600 -23%
SBSB
216
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K – – –
NA
217
NewEdge Advisors
Louisiana
$224K +$45.4K +2,460 +25%
MWM
218
Madison Wealth Management
Ohio
$222K -$6.74K -365 -3%
B
219
Bridgeworth
Alabama
$219K -$76.8K -4,160 -26%
FNBT
220
FineMark National Bank & Trust
Florida
$217K -$210K -11,360 -49%
CPIG
221
Chicago Partners Investment Group
Illinois
$215K +$20.4K +1,000 +10%
SC
222
Savant Capital
Illinois
$208K -$19.3K -1,045 -9%
LNC
223
Lincoln National Corp
Pennsylvania
$200K +$1.57K +85 +0.8%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$194K – – –
CFB
225
Cullen/Frost Bankers
Texas
$185K – – –
7 8
9
10 11