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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
1
RFG Advisory
Alabama
$115M
2
Ameriprise
2
Ameriprise
Minnesota
$211M
3
Bank of America
3
Bank of America
North Carolina
$349M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37.4M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$853K
2
CAN
2
Cetera Advisor Networks
California
$8.91M
3
CST
3
Charles Schwab Trust
Nevada
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$8.29M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$493M +$6.26M +182,365 +1%
Bank of America
2
Bank of America
North Carolina
$349M +$14.4M +418,160 +4%
Invesco
3
Invesco
Georgia
$217M -$1.37M -39,915 -0.6%
Ameriprise
4
Ameriprise
Minnesota
$211M +$15.8M +460,745 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$206M -$1.76M -51,135 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$197M +$3.72M +108,285 +2%
WA
7
Waverly Advisors
Alabama
$162M +$2.78M +82,125 +2%
RA
8
RFG Advisory
Alabama
$115M +$19.7M +573,795 +21%
CFA
9
Carroll Financial Associates
North Carolina
$93.9M +$1.74M +50,600 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$92.9M +$2.15M +62,515 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$79M +$10.5M +304,490 +15%
Morgan Stanley
12
Morgan Stanley
New York
$74.6M +$1.22M +35,485 +2%
AIA
13
Arbor Investment Advisors
North Carolina
$69.3M -$521K -15,160 -0.7%
LPL Financial
14
LPL Financial
California
$65.8M +$1.83M +53,290 +3%
LW
15
Linscomb Wealth
Texas
$65.4M +$2.11M +61,345 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$65.3M +$1.59M +46,425 +3%
DADC
17
D.A. Davidson & Co
Montana
$51.1M +$355K +10,330 +0.7%
ME
18
McIlrath & Eck
Washington
$50.2M -$653K -19,020 -1%
RVPG
19
Relative Value Partners Group
$50M -$37.1K -1,080 -0.1%
KAS
20
Kestra Advisory Services
Texas
$44.3M -$235K -6,830 -0.5%
HCP
21
Holt Capital Partners
Texas
$40.8M -$364K -10,600 -0.9%
CC
22
Callan Capital
California
$39.1M -$772K -22,490 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$37.4M +$10M +291,520 +37%
GC
24
Grimes & Company
Massachusetts
$33.3M -$618K -17,995 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$33M -$924K -26,905 -3%
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