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Invesco FTSE RAFI US 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$532M +$74.6M +4,036,790 +16%
Bank of America
2
Bank of America
North Carolina
$208M -$12.3M -664,910 -6%
Victory Capital Management
3
Victory Capital Management
Texas
$157M +$73.7M +3,987,485 +89%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$149M -$4.05M -219,140 -3%
Invesco
5
Invesco
Georgia
$139M -$9.89M -535,145 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$128M -$2.42M -130,675 -2%
Ameriprise
7
Ameriprise
Minnesota
$107M -$44.3M -2,378,885 -29%
WA
8
Waverly Advisors
Alabama
$80.1M +$17.6M +952,990 +28%
USAA
9
United Services Automobile Association
Texas
$73.1M -$4.77M -257,815 -6%
CFA
10
Carroll Financial Associates
North Carolina
$57.7M -$5.48M -296,430 -9%
BWM
11
Baystate Wealth Management
Massachusetts
$56.7M -$30.3M -1,640,840 -35%
LPL Financial
12
LPL Financial
California
$47.4M -$44.4M -2,400,815 -48%
CC
13
Callan Capital
California
$43.3M -$5.85M -316,155 -12%
Morgan Stanley
14
Morgan Stanley
New York
$39.1M -$12M -647,735 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$36.4M +$31.8M +1,718,680 +683%
AIA
16
Arbor Investment Advisors
North Carolina
$36.3M -$3.25M -176,010 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.4M +$4.37M +236,235 +19%
AF
18
Allworth Financial
California
$26.6M -$14M -759,840 -35%
DADC
19
D.A. Davidson & Co
Montana
$26.6M +$1.08M +58,175 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$26.3M -$118K -6,375 -0.4%
ME
21
McIlrath & Eck
Washington
$26M +$862K +46,605 +3%
CAN
22
Cetera Advisor Networks
California
$25.3M -$4.15M -224,700 -14%
RVPG
23
Relative Value Partners Group
$23.7M +$1.19M +64,620 +5%
HCP
24
Holt Capital Partners
Texas
$23.3M -$116K -6,250 -0.5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$22.8M -$1.78M -96,500 -7%