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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 %
NA
351
NewEdge Advisors
Louisiana
$51.8K -$13.6K -3,175 -21%
First Manhattan
352
First Manhattan
New York
$46.5K – – –
PCA
353
Providence Capital Advisors
North Carolina
$46.5K – – –
LB
354
Legacy Bridge
Iowa
$45K – – –
TIM
355
Tortoise Investment Management
New York
$44.1K – – –
SIS
356
Sound Income Strategies
Florida
$43.1K +$6.05K +195 +16%
RCM
357
Rain Capital Management
Oregon
$41.4K +$310 +10 +0.8%
CAS
358
Coppell Advisory Solutions
Texas
$39.1K +$39.1K +1,260 New
CASC
359
Coppell Advisory Solutions Corp
Texas
$39.1K +$39.1K +1,260 New
TFGT
360
TS Financial Group (TSFG)
Illinois
$35K – – –
AW
361
Avion Wealth
Texas
$34K – – –
KFI
362
Key Financial Inc
Pennsylvania
$33.4K – – –
Bessemer Group
363
Bessemer Group
New Jersey
$31K – – –
TAM
364
Townsend Asset Management
North Carolina
$29.8K -$34.3K -1,105 -54%
LC
365
Lindbrook Capital
California
$28.7K – – –
BAM
366
Belpointe Asset Management
Nevada
$28.5K +$28.5K +920 New
CSWM
367
Cassady Schiller Wealth Management
Ohio
$28.4K +$28.4K +915 New
RDIA
368
RE Dickinson Investment Advisors
Iowa
$28K – – –
SIC
369
SJS Investment Consulting
Ohio
$26.8K -$310 -10 -1%
IA
370
IFP Advisors
Florida
$25K -$2.38K -105 -9%
GFPC
371
Global Financial Private Client
Florida
$25K – – –
CA
372
CoreCap Advisors
Michigan
$24.8K +$24.8K +800 New
FSWA
373
Financial Synergies Wealth Advisors
Texas
$23.1K – – –
BC
374
Belmont Capital
California
$23K -$30.7K -1,000 -57%
MTIC
375
Missouri Trust & Investment Company
Missouri
$23K – – –
13 14
15
16 17