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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

409 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
6.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

1
RA
RFG Advisory
Alabama
$135M
2
HCP
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
Wells Fargo
California
$39.3M
4
MWM
Merriman Wealth Management
Washington
$10.9M
5
WBG
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
Summit Financial
New Jersey
$5.27M
2
FA
Fermata Advisors
California
$426K
3
CSIA
Charles Schwab Investment Advisory
California
$801M
4
AI
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$379K +$211K +6,795 +125%
BB
252
Busey Bank
Illinois
$374K +$374K +12,055 New
MWM
253
Madison Wealth Management
Ohio
$373K – – –
SC
254
Savant Capital
Illinois
$367K -$37.2K -1,200 -9%
WAM
255
Weatherly Asset Management
California
$359K – – –
AWM
256
AE Wealth Management
Kansas
$353K -$23.4K -755 -6%
LWM
257
LJI Wealth Management
Indiana
$341K +$341K +11,000 New
UCFA
258
United Capital Financial Advisors
Texas
$339K +$13.2K +425 +4%
SSC
259
Syverson Strege & Co
Iowa
$337K -$71.1K -2,290 -17%
NEGWA
260
New England Guild Wealth Advisors
Connecticut
$337K – – –
VFA
261
Valeo Financial Advisors
Indiana
$334K +$28.7K +925 +9%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$332K +$155 +5 +0%
CL
263
COWA LLC
Oklahoma
$316K -$209K -3,975 -40%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$316K – – –
VHAM
265
Van Hulzen Asset Management
California
$312K -$64.1K -2,070 -17%
RC
266
Roundview Capital
New Jersey
$311K – – –
CG
267
Colony Group
Massachusetts
$308K +$155 +5 +0.1%
HNB
268
Huntington National Bank
Ohio
$305K -$203K – –
CWM
269
Collaborative Wealth Management
Florida
$302K -$5.28K -170 -2%
SFP
270
Sandbox Financial Partners
Maryland
$302K +$776 +25 +0.3%
CFP
271
Catalyst Financial Partners
Massachusetts
$300K +$300K +9,665 New
B
272
Bridgeworth
Alabama
$299K – – –
CWS
273
Confluence Wealth Services
Pennsylvania
$297K +$297K +9,560 New
AWS
274
Atria Wealth Solutions
New York
$296K +$68.1K +2,195 +30%
SQA
275
Simon Quick Advisors
New Jersey
$294K +$1.4K +45 +0.5%
9 10
11
12 13