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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 %
CI
376
Cordant Inc
Oregon
$18.3K – – –
KM
377
Kalos Management
Georgia
$18.3K +$18.3K +590 New
CTB
378
Country Trust Bank
Illinois
$17.5K – – –
CMBA
379
C.M. Bidwell & Associates
Hawaii
$16.9K – – –
CPFP
380
Clear Perspectives Financial Planning
Ohio
$16.1K +$16.1K +520 New
BSB
381
Bangor Savings Bank
Maine
$16K – – –
GRP
382
Global Retirement Partners
California
$15.7K -$2.64K -85 -14%
HI
383
Harbour Investments
Wisconsin
$15.5K – – –
CAL
384
Capital Analysts LLC
Pennsylvania
$15K +$160 +5 +1%
RBC
385
Romano Brothers & Co
Illinois
$14.9K +$14.9K +480 New
LWA
386
Lowe Wealth Advisors
Maryland
$14K – – –
CB
387
Community Bank
New York
$14K – – –
MFT
388
Moisand Fitzgerald Tamayo
Florida
$13.8K – – –
GJIA
389
Glass Jacobson Investment Advisors
Maryland
$13.2K +$13.2K +425 New
IGWM
390
ICA Group Wealth Management
Colorado
$12.6K +$12.6K +405 New
HS
391
Horan Securities
United States
$11.3K – – –
PCTC
392
Perkins Coie Trust Company
Washington
$10.9K – – –
CFD
393
Creative Financial Designs
Indiana
$9.77K – – –
GWM
394
Geneos Wealth Management
Colorado
$9.31K – – –
TWA
395
TCI Wealth Advisors
Arizona
$8.69K – – –
IF
396
Integrity Financial
Wyoming
$7.76K – – –
TF
397
TimeScale Financial
Massachusetts
$7.49K – – –
WFA
398
WestHill Financial Advisors
California
$7.45K – – –
BAAM
399
Baker Avenue Asset Management
California
$6.67K +$6.67K +215 New
PA
400
PSI Advisors
Florida
$5.9K – – –
14 15
16
17 18