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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 %
PWM
101
Perigon Wealth Management
California
$2.23M +$74.7K +2,805 +3%
NB
102
Northwest Bancshares
Pennsylvania
$2.18M -$31.3K -1,175 -1%
Jane Street
103
Jane Street
New York
$2.09M +$1.72M +64,525 +458%
NCM
104
Novare Capital Management
North Carolina
$2.01M -$1.03M -38,570 -34%
IFWM
105
Institute for Wealth Management
Colorado
$1.84M – – –
CWM
106
Cornerstone Wealth Management
Missouri
$1.81M +$268K +10,050 +17%
WFA
107
West Financial Advisors
Iowa
$1.8M +$1.8M +67,390 New
BJ
108
Brouwer & Janachowski
California
$1.78M -$77.5K -2,910 -4%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$1.56M -$156K -5,845 -9%
FAIM
110
Financial Advocates Investment Management
Washington
$1.52M -$59.3K -2,225 -4%
GEA
111
Glen Eagle Advisors
New Jersey
$1.51M +$32.9K +1,235 +2%
MA
112
Montag & Associates
Georgia
$1.39M – – –
SFP
113
Sterling Financial Planning
New Jersey
$1.34M +$1.34M +50,375 New
MFS
114
McNamara Financial Services
Massachusetts
$1.33M – – –
RPG
115
Resource Planning Group
Georgia
$1.32M -$46.9K -1,805 -3%
Goldman Sachs
116
Goldman Sachs
New York
$1.25M -$12.5K -470 -1%
CS
117
Credit Suisse
Switzerland
$1.25M – – –
GIA
118
Gladstone Institutional Advisory
Florida
$1.23M +$66.7K +2,505 +6%
SWM
119
Shakespeare Wealth Management
Wisconsin
$1.16M – – –
ACG
120
Allen Capital Group
Nebraska
$1.13M +$26.4K +990 +2%
CCM
121
Colorado Capital Management
Colorado
$1.11M -$12.9K -485 -1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.1M +$717K +26,710 +188%
Lido Advisors
123
Lido Advisors
California
$1.09M +$144K +5,390 +15%
EVM
124
Eaton Vance Management
Massachusetts
$1.09M +$347K +13,025 +47%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.08M -$252K -9,470 -19%
3 4
5
6 7