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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 %
BTI
326
Blue Trust Inc
Georgia
$110K +$110K +3,975 New
WAM
327
Worth Asset Management
Texas
$109K – – –
DJSG
328
D.J. St. Germain
Massachusetts
$108K +$108K +3,475 New
EWA
329
EverSource Wealth Advisors
Alabama
$101K – – –
HDIM
330
Hanson & Doremus Investment Management
Vermont
$101K +$464 +15 +0.5%
MCC
331
Money Concepts Capital
Florida
$101K +$101K +3,250 New
VF
332
VitalStone Financial
Texas
$94K +$94K +3,045 New
AF
333
Advisornet Financial
Minnesota
$91.8K +$155 +5 +0.2%
KTC
334
Kistler-Tiffany Companies
Pennsylvania
$91.5K +$31.7K +1,020 +53%
FPFS
335
First Personal Financial Services
North Carolina
$90.6K – – –
LAM
336
Lakewood Asset Management
Illinois
$90K +$90K +2,900 New
PAI
337
Pittenger & Anderson Inc
Nebraska
$77.6K – – –
BFEC
338
Benjamin F. Edwards & Company
Missouri
$76K – – –
TCWA
339
Ten Capital Wealth Advisors
Washington
$67K – – –
AWM
340
Avior Wealth Management
Nebraska
$66.7K – – –
AWM
341
AllSquare Wealth Management
New York
$65.2K – – –
GIA
342
GHP Investment Advisors
Colorado
$65K – – –
HIA
343
Harbor Investment Advisory
Maryland
$63.3K – – –
BCWM
344
Bartlett & Co Wealth Management
Ohio
$62.4K +$18.3K +590 +42%
WCAMG
345
Woodard & Company Asset Management Group
North Carolina
$62.1K – – –
BC
346
Bartlett & Co
Ohio
$62K +$18.2K +590 +42%
AWM
347
Aspire Wealth Management
Massachusetts
$60.2K – – –
SBL
348
Sargent Bickham Lagudis
Colorado
$58.6K +$310 +10 +0.5%
BCM
349
Blume Capital Management
California
$57K – – –
UB
350
UMB Bank
Missouri
$56K – – –
12 13
14
15 16