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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

345 hedge funds and large institutions have $3.46B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+16
Holders Change %
+4.86%
% of All Funds
6.02%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.37%
New
42
Increased
99
Reduced
115
Closed
23
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$774K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$172M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$62.4M
3
SF
3
Summit Financial
New Jersey
$17.5M
4
RA
4
RFG Advisory
Alabama
$80.8M
5
BWM
5
Baystate Wealth Management
Massachusetts
$82.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$420M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$420M -$15.2M -474,230 -3%
Bank of America
2
Bank of America
North Carolina
$311M +$667K +20,805 +0.2%
Invesco
3
Invesco
Georgia
$218M -$871K -27,150 -0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M -$9.69M -302,060 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$183M +$1.01M +31,530 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$172M +$23.3M +725,265 +16%
WA
7
Waverly Advisors
Alabama
$148M +$3.67M +111,680 +3%
CFA
8
Carroll Financial Associates
North Carolina
$87.9M +$1.2M +37,470 +1%
BWM
9
Baystate Wealth Management
Massachusetts
$82.8M +$15.3M +478,420 +23%
RA
10
RFG Advisory
Alabama
$80.8M +$16.6M +517,325 +26%
Morgan Stanley
11
Morgan Stanley
New York
$67.8M -$1.28M -39,925 -2%
AIA
12
Arbor Investment Advisors
North Carolina
$64.6M -$1.46M -45,590 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$62.4M +$18.3M +569,635 +41%
LW
14
Linscomb Wealth
Texas
$57.4M +$1.82M +56,775 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$2.82M +87,960 +5%
LPL Financial
16
LPL Financial
California
$47.5M -$1.48M -46,185 -3%
ME
17
McIlrath & Eck
Washington
$47.5M -$606K -18,900 -1%
DADC
18
D.A. Davidson & Co
Montana
$46.6M +$1.09M +33,980 +2%
RVPG
19
Relative Value Partners Group
$45.8M +$964K +30,055 +2%
KAS
20
Kestra Advisory Services
Texas
$41.4M +$419K +13,065 +1%
HCP
21
Holt Capital Partners
Texas
$38.2M -$44.1K -1,375 -0.1%
CC
22
Callan Capital
California
$37.2M -$3.25M -101,415 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$33M +$622K +19,405 +2%
GC
24
Grimes & Company
Massachusetts
$32.5M -$893K -27,850 -3%
UBS Group
25
UBS Group
Switzerland
$30M +$1.69M +52,640 +6%
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