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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

353 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+8
Holders Change %
+2.32%
% of All Funds
6.2%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
29
Increased
107
Reduced
110
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$449M
2
LPL Financial
2
LPL Financial
California
$59M
3
Ameriprise
3
Ameriprise
Minnesota
$180M
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$8.56M
5
RA
5
RFG Advisory
Alabama
$87.9M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$201M
3
GAM
3
Gemmer Asset Management
California
$0
4
AA
4
Ancora Advisors
Ohio
$18.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$449M +$33.3M +1,050,555 +8%
Bank of America
2
Bank of America
North Carolina
$308M +$1.25M +39,355 +0.4%
Invesco
3
Invesco
Georgia
$201M -$14.1M -444,640 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M -$3.29M -104,005 -2%
Ameriprise
5
Ameriprise
Minnesota
$180M +$9.42M +297,570 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$178M -$2.03M -64,000 -1%
WA
7
Waverly Advisors
Alabama
$160M +$6.86M +201,790 +4%
RA
8
RFG Advisory
Alabama
$87.9M +$8.16M +257,605 +10%
CFA
9
Carroll Financial Associates
North Carolina
$85.1M -$1.72M -54,335 -2%
BWM
10
Baystate Wealth Management
Massachusetts
$83.7M +$1.95M +61,550 +2%
Morgan Stanley
11
Morgan Stanley
New York
$67.6M +$661K +20,865 +1%
AIA
12
Arbor Investment Advisors
North Carolina
$64.4M +$581K +18,340 +0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$63.3M +$1.64M +51,670 +3%
LPL Financial
14
LPL Financial
California
$59M +$12M +379,715 +26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$58.8M +$4.35M +137,250 +8%
LW
16
Linscomb Wealth
Texas
$58.3M +$1.62M +51,040 +3%
ME
17
McIlrath & Eck
Washington
$46.9M +$14.3K +450 +0%
DADC
18
D.A. Davidson & Co
Montana
$46.8M +$741K +23,385 +2%
RVPG
19
Relative Value Partners Group
$46.1M +$911K +28,760 +2%
KAS
20
Kestra Advisory Services
Texas
$41.1M +$140K +4,405 +0.3%
HCP
21
Holt Capital Partners
Texas
$38M +$282K +8,900 +0.7%
CC
22
Callan Capital
California
$36.7M -$22.5K -710 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31.3M -$1.34M -42,225 -4%
GC
24
Grimes & Company
Massachusetts
$31.2M -$898K -28,365 -3%
UBS Group
25
UBS Group
Switzerland
$29.5M -$193K -6,085 -0.6%
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