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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 %
SWA
301
SOA Wealth Advisors
New York
$225K +$1.24K +40 +0.6%
ASN
302
Advisory Services Network
Georgia
$220K +$220K +7,085 New
LRIA
303
Leonard Rickey Investment Advisors
Washington
$210K -$23.4K -755 -10%
CCA
304
Clearwater Capital Advisors
Illinois
$208K +$208K +6,700 New
PA
305
Parallel Advisors
California
$207K -$155 -5 -0.1%
PG
306
Proffitt & Goodson
Tennessee
$205K -$14K -450 -6%
MAG
307
Mayfair Advisory Group
Alabama
$205K +$205K +6,465 New
SIA
308
Schechter Investment Advisors
Michigan
$204K +$204K +6,580 New
MMPW
309
Mitchell McLeod Pugh & Williams
Alabama
$202K +$202K +6,515 New
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$201K +$26.7K +860 +15%
BlackRock
311
BlackRock
New York
$197K +$196K +6,325 +18,071%
BC
312
Barrett & Company
Rhode Island
$195K – – –
RIA
313
Realta Investment Advisors
Delaware
$182K +$140K +4,505 +335%
FWP
314
FAS Wealth Partners
Kansas
$179K +$621 +20 +0.3%
BWA
315
BDO Wealth Advisors
Florida
$173K – – –
HC
316
Hoese & Co
Minnesota
$164K – – –
GI
317
GS Investments
Minnesota
$150K – – –
CA
318
Crewe Advisors
Utah
$144K – – –
LWP
319
Laurel Wealth Planning
Minnesota
$144K – – –
WB
320
Webster Bank
Connecticut
$137K +$7.46K +240 +6%
CA
321
Clearstead Advisors
Ohio
$133K – – –
ACA
322
Aptus Capital Advisors
Alabama
$130K +$130K +4,195 New
GWANC
323
Guardian Wealth Advisors (North Carolina)
North Carolina
$130K +$130K +4,195 New
WTA
324
Washington Trust Advisors
Massachusetts
$121K -$640K -20,610 -84%
SWM
325
Spire Wealth Management
Virginia
$120K +$620 +20 +0.5%
11 12
13
14 15