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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+29
Holders Change %
+8.22%
% of All Funds
5.9%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$115M
2
Ameriprise
2
Ameriprise
Minnesota
$211M
3
Bank of America
3
Bank of America
North Carolina
$349M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37.4M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$853K
2
CAN
2
Cetera Advisor Networks
California
$8.91M
3
CST
3
Charles Schwab Trust
Nevada
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$8.29M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGF
51
Compass Financial Group (Florida)
Florida
$10.5M +$161K +4,680 +2%
FZCM
52
Flynn Zito Capital Management
New York
$10.4M +$10.4M +302,800 New
NWM
53
NEIRG Wealth Management
Massachusetts
$10.3M +$10.3M +300,605 New
BEAM
54
Baker Ellis Asset Management
Washington
$10.2M -$122K -3,550 -1%
CHAM
55
Clear Harbor Asset Management
Connecticut
$10.1M +$831K +24,190 +9%
WIA
56
World Investment Advisors
California
$9.91M -$39.4K -1,155 -0.4%
SPIA
57
Steward Partners Investment Advisory
New York
$9.65M -$144K -4,200 -1%
PO
58
Private Ocean
California
$9.52M +$162K +4,710 +2%
CAN
59
Cetera Advisor Networks
California
$8.91M -$18.7M -543,510 -68%
MML Investors Services
60
MML Investors Services
Massachusetts
$8.81M +$27.5K +800 +0.3%
PFO
61
Pathstone Family Office
New Jersey
$8.6M – – –
PFA
62
Pettinga Financial Advisors
Indiana
$8.59M -$1.58M -45,880 -15%
FA
63
Fermata Advisors
California
$8.35M +$683K +19,900 +9%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$8.29M -$3.18M -92,640 -28%
RC
65
RegentAtlantic Capital
New Jersey
$8.21M -$124K -3,620 -1%
PAG
66
Private Advisor Group
New Jersey
$7.29M +$170K +4,950 +2%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$7.27M -$267K -7,765 -4%
AAS
68
Avantax Advisory Services
Texas
$7.17M -$80.7K -2,350 -1%
MWM
69
Merriman Wealth Management
Washington
$7.09M -$19.1K -555 -0.3%
MHWM
70
Montz Harcus Wealth Management
Louisiana
$6.91M +$6.91M +201,150 New
Lido Advisors
71
Lido Advisors
California
$6.9M -$21.1K -615 -0.3%
RCA
72
Resonant Capital Advisors
Wisconsin
$6.52M – – –
LPT
73
Legacy Private Trust
Wisconsin
$6.48M +$5.15K +150 +0.1%
William Blair & Company
74
William Blair & Company
Illinois
$6.33M +$1.69M +49,220 +36%
Mariner
75
Mariner
Kansas
$6.13M -$88.3K -2,570 -1%
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3
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