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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 %
CIAS
201
Capital Investment Advisory Services
North Carolina
$411K -$45.2K -1,490 -10%
HC
202
Hatton Consulting
Arizona
$411K +$411K +13,555 New
AFG
203
Allegheny Financial Group
Pennsylvania
$410K +$1.82K +60 +0.4%
LWP
204
Laurel Wealth Planning
Minnesota
$405K – – –
MCM
205
MAI Capital Management
Ohio
$404K -$65.1K -2,145 -14%
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$403K – – –
CAM
207
Cidel Asset Management
Ontario, Canada
$402K -$94K -3,100 -19%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$394K +$36K +1,190 +10%
CCM
209
Chilton Capital Management
Texas
$381K -$87.3K -2,875 -19%
CFB
210
Cullen/Frost Bankers
Texas
$379K – – –
SBSB
211
Sullivan, Bruyette, Speros & Blaney
Virginia
$375K – – –
DTC
212
Davidson Trust Company
Washington
$369K -$75K -2,475 -17%
CWM
213
Collaborative Wealth Management
Florida
$366K +$366K +10,715 New
MWM
214
Madison Wealth Management
Ohio
$365K – – –
VHAM
215
Van Hulzen Asset Management
California
$354K -$37.9K -1,250 -10%
CCM
216
Carlson Capital Management
Minnesota
$341K – – –
VNA
217
Valley National Advisers
Pennsylvania
$338K +$1.21K +40 +0.4%
B
218
Bridgeworth
Alabama
$337K +$3.95K +130 +1%
NEGWA
219
New England Guild Wealth Advisors
Connecticut
$330K +$25.1K +825 +8%
GWS
220
Glassman Wealth Services
Virginia
$327K -$21.4K -705 -6%
Goldman Sachs
221
Goldman Sachs
New York
$325K -$1.1M -36,295 -77%
LNC
222
Lincoln National Corp
Pennsylvania
$322K +$1.37K +45 +0.4%
RC
223
Roundview Capital
New Jersey
$321K – – –
UCFA
224
United Capital Financial Advisors
Texas
$320K +$26.8K +885 +9%
FM
225
Foster & Motley
Ohio
$317K +$3.8K +125 +1%
7 8
9
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