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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 %
LWP
201
Laurel Wealth Planning
Minnesota
$356K +$356K +13,355 New
JPMorgan Chase & Co
202
JPMorgan Chase & Co
New York
$354K +$113K +4,255 +47%
BJL
203
Brighton Jones LLC
Washington
$350K +$800 +30 +0.2%
VHAM
204
Van Hulzen Asset Management
California
$345K -$73.6K -2,760 -18%
CFB
205
Cullen/Frost Bankers
Texas
$333K – – –
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K – – –
CH
207
Canton Hathaway
Rhode Island
$322K +$322K +12,100 New
MWM
208
Madison Wealth Management
Ohio
$320K – – –
EFS
209
Essex Financial Services
Connecticut
$318K +$318K +11,945 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$315K +$35.5K +1,335 +13%
CCM
211
Carlson Capital Management
Minnesota
$309K +$53.6K +1,950 +21%
GWS
212
Glassman Wealth Services
Virginia
$306K -$20.1K -755 -6%
SFS
213
Sowell Financial Services
Arkansas
$303K – – –
PCMC
214
Private Capital Management (Colorado)
Colorado
$302K – – –
SC
215
Savant Capital
Illinois
$298K -$1.2K -45 -0.4%
AWM
216
AE Wealth Management
Kansas
$298K +$298K +11,185 New
VNA
217
Valley National Advisers
Pennsylvania
$296K +$1.33K +50 +0.5%
B
218
Bridgeworth
Alabama
$292K – – –
1WM
219
1900 Wealth Management
Texas
$289K +$289K +10,855 New
CCA
220
Clearwater Capital Advisors
Illinois
$285K – – –
RC
221
Roundview Capital
New Jersey
$282K -$9.34K -350 -3%
LNC
222
Lincoln National Corp
Pennsylvania
$281K -$7.58K -285 -3%
RJT
223
Raymond James Trust
Florida
$275K – – –
FM
224
Foster & Motley
Ohio
$275K – – –
AWA
225
Arete Wealth Advisors
Illinois
$273K -$20.6K -775 -7%
7 8
9
10 11