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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
+$31.2M
2
HCP
Holt Capital Partners
Texas
+$15.8M
3
Wells Fargo
Wells Fargo
California
+$13.5M
4
MWM
Merriman Wealth Management
Washington
+$10.9M
5
WBG
Wharton Business Group
Pennsylvania
+$8.14M

Top Sellers

1
SF
Summit Financial
New Jersey
-$14.4M
2
FA
Fermata Advisors
California
-$9.33M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.95M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
276
Davidson Trust Company
Washington
$293K -$24.8K -800 -8%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$287K +$155 +5 +0.1%
SFS
278
Summit Financial Strategies
Ohio
$287K – – –
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$286K +$1.4K +45 +0.5%
CCM
280
Carlson Capital Management
Minnesota
$286K -$63.3K -2,040 -18%
ACA
281
Atlas Capital Advisors
Wyoming
$284K – – –
OPA
282
Old Port Advisors
Maine
$282K – – –
FA
283
Financial Alternatives
California
$280K +$280K +9,030 New
PW
284
Peninsula Wealth
California
$279K – – –
AWP
285
Abacus Wealth Partners
California
$279K – – –
EWA
286
EP Wealth Advisors
California
$277K +$277K +8,935 New
GWS
287
Glassman Wealth Services
Virginia
$273K -$3.41K -110 -1%
SWA
288
Sightline Wealth Advisors
Connecticut
$271K +$1.4K +45 +0.5%
CWM
289
Cahaba Wealth Management
Georgia
$270K -$124K -4,005 -32%
TC
290
Telemus Capital
Michigan
$270K – – –
MIA
291
Milestone Investment Advisors
Wisconsin
$269K +$269K +8,670 New
SC
292
Steph & Co
Wisconsin
$266K +$6.82K +220 +3%
NG
293
NWK Group
California
$264K – – –
AWM
294
Aprio Wealth Management
Georgia
$252K -$2.17K -70 -0.9%
ACP
295
Aviance Capital Partners
Florida
$248K +$248K +7,980 New
CPIG
296
Chicago Partners Investment Group
Illinois
$247K – – –
MA
297
MBA Advisors
Pennsylvania
$243K -$10.6K -340 -4%
MSAM
298
Moloney Securities Asset Management
Missouri
$235K -$54.2K -1,745 -19%
AT
299
American Trust
Kentucky
$233K +$7.85K +505 +3%
FPCG
300
Forum Private Client Group
Indiana
$231K – – –
10 11
12
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