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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+19
Holders Change %
+4.97%
% of All Funds
6.35%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.4%
New
48
Increased
123
Reduced
108
Closed
23
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$255M
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
RA
4
RFG Advisory
Alabama
$129M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210M

Top Sellers

1
Invesco
1
Invesco
Georgia
$203M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.34M
5
RA
5
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
251
Valley National Advisers
Pennsylvania
$385K +$1.54K +45 +0.4%
LNC
252
Lincoln National Corp
Pennsylvania
$385K +$18.3K +535 +5%
CCM
253
Carlson Capital Management
Minnesota
$384K – – –
B
254
Bridgeworth
Alabama
$375K – – –
GM
255
GeoWealth Management
Illinois
$375K +$375K +10,990 New
PFP
256
Pinnacle Financial Partners
Tennessee
$372K +$372K +10,890 New
NEGWA
257
New England Guild Wealth Advisors
Connecticut
$371K – – –
GWSG
258
GPS Wealth Strategies Group
Colorado
$370K +$370K +10,830 New
DT
259
Daniels + Tansey
Delaware
$367K -$102K -3,000 -22%
DTC
260
Davidson Trust Company
Washington
$362K -$15.7K -460 -4%
UCFA
261
United Capital Financial Advisors
Texas
$357K +$18.1K +530 +5%
SFP
262
Sandbox Financial Partners
Maryland
$354K +$1.54K +45 +0.4%
AT
263
American Trust
Kentucky
$347K +$347K +10,140 New
RC
264
Roundview Capital
New Jersey
$343K – – –
VFA
265
Valeo Financial Advisors
Indiana
$342K +$68.6K +2,010 +25%
CG
266
Colony Group
Massachusetts
$339K – – –
SW
267
SVB Wealth
Massachusetts
$332K -$23K -675 -6%
FM
268
Foster & Motley
Ohio
$329K -$35.9K -1,050 -10%
HNB
269
Huntington National Bank
Ohio
$317K -$300K – –
SFS
270
Summit Financial Strategies
Ohio
$316K – – –
SQA
271
Simon Quick Advisors
New Jersey
$313K +$1.37K +40 +0.4%
PW
272
Peninsula Wealth
California
$308K – – –
TWM
273
Tradition Wealth Management
Minnesota
$307K – – –
GWS
274
Glassman Wealth Services
Virginia
$305K +$3.76K +110 +1%
SWA
275
Sightline Wealth Advisors
Connecticut
$292K +$1.37K +40 +0.5%
9 10
11
12 13