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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

391 hedge funds and large institutions have $3.56B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.76%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.48%
New
27
Increased
129
Reduced
115
Closed
29
Calls
$597K
Puts
–
Net Calls
+$597K
Net Calls Change
+$597K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$82.7M
2
FZCM
Flynn Zito Capital Management
New York
$13M
3
Invesco
Invesco
Georgia
$167M
4
PFO
Pathstone Family Office
New Jersey
$17.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$724M
2
Morgan Stanley
Morgan Stanley
New York
$62.8M
3
Bank of America
Bank of America
North Carolina
$267M
4
RA
RFG Advisory
Alabama
$98.1M
5
HCP
Holt Capital Partners
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Cobblestone Capital Advisors
New York
$342K +$342K +12,315 New
AWM
252
AE Wealth Management
Kansas
$337K -$981K -35,355 -74%
VHAM
253
Van Hulzen Asset Management
California
$337K +$1.53K +55 +0.5%
MWM
254
Madison Wealth Management
Ohio
$334K – – –
VWA
255
V Wealth Advisors
Kansas
$323K +$555 +20 +0.2%
WAM
256
Weatherly Asset Management
California
$321K – – –
CCM
257
Carlson Capital Management
Minnesota
$312K – – –
NEGWA
258
New England Guild Wealth Advisors
Connecticut
$302K – – –
Bank of New York Mellon
259
Bank of New York Mellon
New York
$297K -$164K -5,915 -36%
UCFA
260
United Capital Financial Advisors
Texas
$291K +$5.41K +195 +2%
DTC
261
Davidson Trust Company
Washington
$284K -$9.85K -355 -3%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$282K -$74.8K -2,700 -21%
WWM
263
Western Wealth Management
Colorado
$282K -$13.5K -485 -5%
RC
264
Roundview Capital
New Jersey
$278K – – –
CG
265
Colony Group
Massachusetts
$276K – – –
CWM
266
Collaborative Wealth Management
Florida
$275K – – –
VFA
267
Valeo Financial Advisors
Indiana
$273K – – –
SW
268
SVB Wealth
Massachusetts
$270K – – –
IWM
269
IHT Wealth Management
Illinois
$269K -$695 -25 -0.3%
SFP
270
Sandbox Financial Partners
Maryland
$269K +$1.53K +55 +0.6%
B
271
Bridgeworth
Alabama
$268K -$36.8K -1,325 -12%
OPA
272
Old Port Advisors
Maine
$267K -$27.8K -945 -9%
TRCT
273
Tower Research Capital (TRC)
New York
$266K +$251K +9,035 +1,705%
SQA
274
Simon Quick Advisors
New Jersey
$262K +$4.59K +165 +2%
MSAM
275
Moloney Securities Asset Management
Missouri
$259K +$59.6K +2,145 +30%
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