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

Top Sellers

1
AA
Ancora Advisors
Ohio
$853K
2
CAN
Cetera Advisor Networks
California
$8.91M
3
CST
Charles Schwab Trust
Nevada
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$8.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
151
Advisor Resource Council
Texas
$1.4M +$1.4M +40,700 New
SWM
152
Shakespeare Wealth Management
Wisconsin
$1.39M -$63.9K -1,860 -4%
PP
153
Prudential plc
United Kingdom
$1.38M +$75.5K +2,200 +6%
CFS
154
Cannon Financial Strategists
Georgia
$1.27M – – –
WWM
155
Windsor Wealth Management
Indiana
$1.22M – – –
KFP
156
KB Financial Partners
New Jersey
$1.21M -$317K -9,230 -21%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$1.21M +$324K +9,425 +37%
APP
158
Avantax Planning Partners
Iowa
$1.21M +$1.21M +35,140 New
EVM
159
Eaton Vance Management
Massachusetts
$1.2M – – –
CCM
160
Colorado Capital Management
Colorado
$1.13M -$23.9K -695 -2%
KWM
161
Kaydan Wealth Management
Michigan
$1.13M +$1.13M +32,800 New
CFFP
162
Center for Financial Planning
Michigan
$1.1M -$117K -3,405 -10%
Stifel Financial
163
Stifel Financial
Missouri
$1.09M -$24.5K -715 -2%
CL
164
COWA LLC
Oklahoma
$1.07M +$140K +1,750 +15%
TA
165
Tiedemann Advisors
New York
$1.07M +$1.37K +40 +0.1%
PWP
166
Principle Wealth Partners
Connecticut
$1.06M – – –
BSW
167
Buckingham Strategic Wealth
Missouri
$1.06M +$20.4K +595 +2%
PMFA
168
Plante Moran Financial Advisors
Michigan
$1.06M -$17K -495 -2%
CWC
169
Carolinas Wealth Consulting
North Carolina
$1.04M +$478K +13,925 +85%
BO
170
BRR OpCo
Ohio
$1.03M +$22.2K +645 +2%
WP
171
Wealthspan Partners
Iowa
$1.03M +$1.03M +29,885 New
VWA
172
V Wealth Advisors
Kansas
$1.01M -$14.6K -425 -1%
GC
173
Gratus Capital
Georgia
$1M -$1.37K -40 -0.1%
JCM
174
Jacobi Capital Management
Pennsylvania
$981K +$8.58K +250 +0.9%
EWM
175
Evercore Wealth Management
New York
$968K -$47.6K -1,385 -5%
5 6
7
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