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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

288 hedge funds and large institutions have $2.56B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
–
Holders Change %
0%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
22
Increased
65
Reduced
125
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Keebeck Wealth Management
Illinois
$13.7M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$3.23M
3
USAA
3
United Services Automobile Association
Texas
$93.2M
4
SPIA
4
Steward Partners Investment Advisory
New York
$4.13M
5
AAS
5
Avantax Advisory Services
Texas
$7.48M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$128M
3
GA
3
Geller Advisors
New York
$611K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$154M
5
Bank of America
5
Bank of America
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$332M +$822K +36,125 +0.2%
Bank of America
2
Bank of America
North Carolina
$210M -$16.7M -734,170 -7%
Invesco
3
Invesco
Georgia
$166M -$7.77M -341,580 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$154M -$20.2M -888,200 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$128M -$26.1M -1,146,600 -17%
Ameriprise
6
Ameriprise
Minnesota
$106M -$26.8M -1,176,990 -20%
WA
7
Waverly Advisors
Alabama
$97.4M +$638K +28,280 +0.7%
USAA
8
United Services Automobile Association
Texas
$93.2M +$3.19M +140,205 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$93.2M -$3.45M -151,455 -4%
BWM
10
Baystate Wealth Management
Massachusetts
$71.2M -$1.02M -44,860 -1%
CFA
11
Carroll Financial Associates
North Carolina
$60.3M -$2.47M -108,495 -4%
Morgan Stanley
12
Morgan Stanley
New York
$47.1M -$1.73M -76,090 -4%
AIA
13
Arbor Investment Advisors
North Carolina
$44.5M -$484K -21,250 -1%
AF
14
Allworth Financial
California
$38.2M -$1.95M -85,530 -5%
LPL Financial
15
LPL Financial
California
$35.3M -$1.25M -54,775 -3%
ME
16
McIlrath & Eck
Washington
$33.9M +$769K +33,770 +2%
CC
17
Callan Capital
California
$33.4M -$5.84M -256,575 -15%
DADC
18
D.A. Davidson & Co
Montana
$32.3M +$348K +15,310 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.9M +$849K +37,295 +3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$30.5M +$1.88M +82,705 +7%
KAS
21
Kestra Advisory Services
Texas
$29.4M +$29.4M +1,287,050 New
RVPG
22
Relative Value Partners Group
$28.5M +$795K +34,930 +3%
CAN
23
Cetera Advisor Networks
California
$28.3M -$623K -27,370 -2%
HCP
24
Holt Capital Partners
Texas
$28.3M -$255K -11,200 -0.9%
RA
25
RFG Advisory
Alabama
$26.8M +$1.56M +68,475 +6%
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