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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 %
JCM
151
Jacobi Capital Management
Pennsylvania
$694K +$12K +450 +2%
SFA
152
Sequoia Financial Advisors
Ohio
$671K – – –
MAM
153
Madison Asset Management
Wisconsin
$670K – – –
MSFS
154
Main Street Financial Solutions
Pennsylvania
$669K +$669K +25,115 New
AIA
155
AIMZ Investment Advisors
California
$666K – – –
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$665K +$3.06K +115 +0.5%
BO
157
BRR OpCo
Ohio
$663K +$7.06K +265 +1%
Brown Advisory
158
Brown Advisory
Maryland
$650K – – –
WP
159
WealthPLAN Partners
Nebraska
$619K -$108K -3,865 -15%
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$616K – – –
AC
161
Abbrea Capital
California
$598K – – –
BFC
162
Blue Fin Capital
Rhode Island
$594K -$25.9K -975 -4%
MFG
163
Merit Financial Group
Georgia
$582K +$126K +4,710 +27%
BSW
164
Buckingham Strategic Wealth
Missouri
$565K +$11.7K +440 +2%
PCG
165
Private Capital Group
Connecticut
$527K +$3.33K +125 +0.6%
SWM
166
SVA Wealth Management
Wisconsin
$525K – – –
CCA
167
Cobblestone Capital Advisors
New York
$509K – – –
HFA
168
HC Financial Advisors
California
$506K -$36.6K -1,375 -7%
Cerity Partners
169
Cerity Partners
New York
$505K -$80K -3,000 -14%
PWM
170
Paulson Wealth Management
Illinois
$502K – – –
AIP
171
Almanack Investment Partners
Pennsylvania
$494K – – –
WAM
172
Weatherly Asset Management
California
$491K – – –
WG
173
Welch Group
Alabama
$487K -$1.07K -40 -0.2%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$475K – – –
WIA
175
Wealthstreet Investment Advisors
Texas
$468K -$1.47K -55 -0.3%
5 6
7
8 9