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Invesco FTSE RAFI US 1000 ETF

288 hedge funds and large institutions have $2.55B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 139 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-8
Holders Change %
-2.7%
% of All Funds
5.92%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.35%
New
20
Increased
59
Reduced
139
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$316M -$308M -14,214,505 -49%
Bank of America
2
Bank of America
North Carolina
$216M -$28.2M -1,302,020 -12%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$166M -$8.48M -391,470 -5%
Invesco
4
Invesco
Georgia
$165M +$2.27M +104,880 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M -$3.2M -147,735 -2%
Ameriprise
6
Ameriprise
Minnesota
$126M +$1.12M +51,790 +0.9%
WA
7
Waverly Advisors
Alabama
$101M -$933K -39,720 -0.9%
Victory Capital Management
8
Victory Capital Management
Texas
$92M -$92M -4,245,300 -50%
USAA
9
United Services Automobile Association
Texas
$85.6M
BWM
10
Baystate Wealth Management
Massachusetts
$68.7M +$2.34M +107,875 +4%
CFA
11
Carroll Financial Associates
North Carolina
$59.7M -$7.84M -362,135 -12%
Morgan Stanley
12
Morgan Stanley
New York
$46.5M +$630K +29,070 +1%
AIA
13
Arbor Investment Advisors
North Carolina
$42.8M +$343K +15,855 +0.8%
AF
14
Allworth Financial
California
$38.3M +$7.11M +328,000 +23%
CC
15
Callan Capital
California
$37.4M -$13.3M -616,155 -26%
LPL Financial
16
LPL Financial
California
$34.8M -$20.7M -957,355 -37%
ME
17
McIlrath & Eck
Washington
$31.5M +$1.09M +50,155 +4%
DADC
18
D.A. Davidson & Co
Montana
$30.4M -$709K -32,735 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$29.5M -$1.27M -58,435 -4%
CAN
20
Cetera Advisor Networks
California
$27.5M -$2.22M -102,545 -7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$5.44M +251,300 +25%
HCP
22
Holt Capital Partners
Texas
$27.1M -$207K -9,550 -0.8%
RVPG
23
Relative Value Partners Group
$26.4M -$1.34M -62,075 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.5M -$6.59M -304,265 -21%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$24.5M -$2.22M -102,555 -8%