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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

317 hedge funds and large institutions have $3B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+29
Holders Change %
+10.07%
% of All Funds
5.62%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
102
Closed
17
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$12.2M
2
TWA
Tillar-Wenstrup Advisors
Ohio
$11M
3
Wells Fargo
Wells Fargo
California
$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$155M
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$5.03M

Top Sellers

1
AF
Allworth Financial
California
$19.6M
2
CSIA
Charles Schwab Investment Advisory
California
$381M
3
CAN
Cetera Advisor Networks
California
$26M
4
Ameriprise
Ameriprise
Minnesota
$118M
5
CC
Callan Capital
California
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Colony Group
Massachusetts
$271K -$95.4K -3,575 -26%
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$268K – – –
CPIG
228
Chicago Partners Investment Group
Illinois
$266K – – –
NA
229
NewEdge Advisors
Louisiana
$264K +$1.2K +45 +0.5%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$259K +$259K +9,725 New
UCFA
231
United Capital Financial Advisors
Texas
$258K +$20.5K +770 +9%
SW
232
SVB Wealth
Massachusetts
$256K – – –
MSAM
233
Moloney Securities Asset Management
Missouri
$254K +$667 +25 +0.3%
CL
234
COWA LLC
Oklahoma
$244K +$244K +9,150 New
LRIA
235
Leonard Rickey Investment Advisors
Washington
$240K -$4.39K -165 -2%
SQA
236
Simon Quick Advisors
New Jersey
$240K +$1.2K +45 +0.5%
TWM
237
Tradition Wealth Management
Minnesota
$239K +$239K +8,975 New
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$237K – – –
MWM
239
Modera Wealth Management
New Jersey
$233K +$233K +8,740 New
SC
240
Steph & Co
Wisconsin
$227K – – –
NG
241
NWK Group
California
$226K – – –
SWA
242
Sightline Wealth Advisors
Connecticut
$223K +$223K +8,375 New
VWA
243
V Wealth Advisors
Kansas
$223K +$223K +8,380 New
SC
244
Scotia Capital
Ontario, Canada
$222K +$222K +8,335 New
BWA
245
Burt Wealth Advisors
Maryland
$217K – – –
OIA
246
OneDigital Investment Advisors
Kansas
$217K +$217K +8,145 New
ACP
247
Aveo Capital Partners
Colorado
$215K +$215K +8,065 New
RWM
248
Ritholtz Wealth Management
New York
$210K +$210K +7,865 New
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$209K +$209K +7,845 New
LW
250
Linscomb Wealth
Texas
$203K +$203K +7,605 New
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