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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$412M -$21.3M -702,370 -5%
Bank of America
2
Bank of America
North Carolina
$293M +$18.3M +602,885 +7%
Invesco
3
Invesco
Georgia
$207M -$12.2M -402,125 -6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$196M -$6.41M -211,255 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$172M -$4.6M -151,625 -3%
Ameriprise
6
Ameriprise
Minnesota
$141M +$6.87M +226,435 +5%
WA
7
Waverly Advisors
Alabama
$141M -$2.02M -63,035 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$110M -$14.7M -483,030 -12%
USAA
9
United Services Automobile Association
Texas
$109M -$14.6M -483,030 -12%
CFA
10
Carroll Financial Associates
North Carolina
$82M +$2.82M +93,010 +4%
Morgan Stanley
11
Morgan Stanley
New York
$65.4M +$4.56M +150,270 +7%
BWM
12
Baystate Wealth Management
Massachusetts
$63.8M -$29.2M -961,090 -31%
AIA
13
Arbor Investment Advisors
North Carolina
$62.5M +$2.09M +68,880 +3%
RA
14
RFG Advisory
Alabama
$60.7M +$24.2M +796,485 +66%
LW
15
Linscomb Wealth
Texas
$52.6M +$52.4M +1,726,405 +22,701%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$7.77M +256,270 +19%
LPL Financial
17
LPL Financial
California
$46.3M -$121K -3,995 -0.3%
ME
18
McIlrath & Eck
Washington
$45.5M -$428K -14,100 -0.9%
DADC
19
D.A. Davidson & Co
Montana
$43M +$181K +5,965 +0.4%
RVPG
20
Relative Value Partners Group
$42.4M +$1.96M +64,615 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.7M +$99.8K +3,290 +0.2%
KAS
22
Kestra Advisory Services
Texas
$38.8M -$4.28M -140,975 -10%
CC
23
Callan Capital
California
$38.3M -$1.43M -46,985 -4%
HCP
24
Holt Capital Partners
Texas
$36.1M -$704K -23,200 -2%
GC
25
Grimes & Company
Massachusetts
$31.6M -$255K -8,395 -0.8%
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