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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 %
PCIG
176
Partners Capital Investment Group
Massachusetts
$962K +$283K +8,250 +42%
GA
177
Geller Advisors
New York
$942K +$4.12K +120 +0.4%
SWP
178
Stratos Wealth Partners
Ohio
$927K -$58.5K -1,705 -6%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$919K +$919K +26,775 New
SFA
180
Sequoia Financial Advisors
Ohio
$875K +$875K +25,495 New
CIAS
181
Capital Investment Advisory Services
North Carolina
$874K +$436K +12,705 +100%
WTA
182
Washington Trust Advisors
Massachusetts
$867K +$867K +25,235 New
MSFS
183
Main Street Financial Solutions
Pennsylvania
$862K – – –
WCF
184
West Coast Financial
California
$861K – – –
AIA
185
AIMZ Investment Advisors
California
$859K – – –
Brown Advisory
186
Brown Advisory
Maryland
$857K +$402K +11,700 +88%
AA
187
Ancora Advisors
Ohio
$853K -$19.3M -562,690 -96%
APSP
188
Asset Planning Services (Pennsylvania)
Pennsylvania
$848K +$3.95K +115 +0.5%
AAM
189
Austin Asset Management
Texas
$833K +$833K +24,265 New
GVAG
190
Great Valley Advisor Group
Delaware
$811K +$6.01K +175 +0.7%
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K – – –
AC
192
Abbrea Capital
California
$770K – – –
IAN
193
Integrated Advisors Network
Texas
$768K +$106K +3,100 +16%
RJT
194
Raymond James Trust
Florida
$765K +$90.5K +2,635 +13%
MFG
195
Merit Financial Group
Georgia
$758K +$2.06K +60 +0.3%
SC
196
Sinecera Capital
Texas
$751K +$751K +21,865 New
WP
197
WealthPLAN Partners
Nebraska
$711K -$1.18K -35 -0.2%
CAM
198
Cresset Asset Management
Illinois
$705K +$705K +20,540 New
SPFA
199
Summit Place Financial Advisors
New Jersey
$687K – – –
SWM
200
Spire Wealth Management
Virginia
$682K -$164K -4,790 -19%
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8
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