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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 %
GC
126
Gratus Capital
Georgia
$1.01M -$1.47K -55 -0.1%
CFS
127
Cannon Financial Strategists
Georgia
$983K – – –
William Blair & Company
128
William Blair & Company
Illinois
$980K +$31K +1,165 +3%
AA
129
Addison Advisors
Vermont
$978K +$978K +36,710 New
ACP
130
Aviance Capital Partners
Florida
$976K +$90.1K +3,380 +10%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$962K +$125K +4,705 +15%
PMFA
132
Plante Moran Financial Advisors
Michigan
$935K -$64.9K -2,435 -6%
WWM
133
Windsor Wealth Management
Indiana
$931K – – –
EWM
134
Evercore Wealth Management
New York
$900K – – –
Stifel Financial
135
Stifel Financial
Missouri
$883K +$8.66K +325 +1%
Renaissance Technologies
136
Renaissance Technologies
New York
$879K +$879K +33,000 New
RFC
137
Regions Financial Corp
Alabama
$847K -$176K -6,595 -17%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$840K – – –
PWP
139
Principle Wealth Partners
Connecticut
$825K -$70.6K -2,650 -8%
SWP
140
Stratos Wealth Partners
Ohio
$801K -$11.9K -445 -1%
AC
141
Alexandria Capital
Virginia
$771K – – –
Creative Planning
142
Creative Planning
Kansas
$769K -$266 -10 -0%
HA
143
Harborview Advisors
Maine
$764K -$23.3K -875 -3%
PP
144
Prudential plc
United Kingdom
$758K +$153K +5,750 +25%
GVAG
145
Great Valley Advisor Group
Delaware
$744K – – –
SPC
146
Sigma Planning Corp
Michigan
$744K +$37.6K +1,410 +5%
WCF
147
West Coast Financial
California
$726K -$36.3K -1,365 -5%
PJB
148
Paul John Balson
California
$722K +$2.53K +95 +0.4%
GA
149
Geller Advisors
New York
$719K – – –
N
150
Natixis
France
$697K +$3.6K +135 +0.5%
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6
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