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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 %
EWA
251
EP Wealth Advisors
California
$202K +$202K +7,580 New
FWP
252
FAS Wealth Partners
Kansas
$196K – – –
MCM
253
Manchester Capital Management
Vermont
$191K – – –
WB
254
Webster Bank
Connecticut
$179K -$38.8K -1,460 -18%
CA
255
Clearstead Advisors
Ohio
$157K – – –
SBL
256
Sargent Bickham Lagudis
Colorado
$143K -$13.3K -500 -9%
BlackRock
257
BlackRock
New York
$141K +$800 +30 +0.6%
Citigroup
258
Citigroup
New York
$134K +$56.7K +2,135 +73%
GI
259
GS Investments
Minnesota
$124K – – –
CA
260
Crewe Advisors
Utah
$124K – – –
GLLW
261
Graves Light Lenhart Wealth
Virginia
$124K +$124K +4,660 New
PCFFS
262
Pacific Center for Financial Services
California
$119K -$15.8K -595 -12%
FPFS
263
First Personal Financial Services
North Carolina
$108K -$34.7K -1,300 -24%
VFA
264
Valeo Financial Advisors
Indiana
$97K +$42.7K +1,595 +79%
FCMT
265
Founders Capital Management (Texas)
Texas
$93K +$93K +3,500 New
AWM
266
AllSquare Wealth Management
New York
$76K – – –
HDIM
267
Hanson & Doremus Investment Management
Vermont
$74K +$402 +15 +0.5%
CMBA
268
C.M. Bidwell & Associates
Hawaii
$74K +$14.4K +540 +24%
AAP
269
Arax Advisory Partners
Colorado
$73K – – –
ACA
270
Atlas Capital Advisors
Wyoming
$71.6K +$71.6K +2,685 New
BWA
271
BDO Wealth Advisors
Florida
$64K – – –
TAM
272
Townsend Asset Management
North Carolina
$55K – – –
PA
273
Parallel Advisors
California
$54K +$46.6K +1,765 +630%
WCAMG
274
Woodard & Company Asset Management Group
North Carolina
$53K – – –
RWA
275
Ropes Wealth Advisors
Massachusetts
$53K – – –
9 10
11
12 13