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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.89B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-4
Holders Change %
-1%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.46%
New
29
Increased
122
Reduced
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$873M
2
FWM
2
Frontier Wealth Management
Missouri
$9.4M
3
EH
3
Equitable Holdings
New York
$25.8M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.5M
5
GT
5
Glenmede Trust
Pennsylvania
$11.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FZCM
3
Flynn Zito Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$165M
5
SFS
5
Solitude Financial Services
Virginia
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$26.2M -$1.02M -34,510 -4%
EH
27
Equitable Holdings
New York
$25.8M +$8.88M +299,525 +52%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$25.7M +$799K +26,945 +3%
Wells Fargo
29
Wells Fargo
California
$23.9M -$2.11M -71,105 -8%
KA
30
Klingman & Associates
New York
$22.3M +$3.56K +120 +0%
PFG
31
Pinnacle Financial Group
Illinois
$21.4M +$2.84M +95,975 +15%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$19.5M -$362K -12,200 -2%
SF
33
Summit Financial
New Jersey
$19.4M -$197K -6,655 -1%
RJA
34
Raymond James & Associates
Florida
$16.8M +$1.24M +41,850 +8%
Truist Financial
35
Truist Financial
North Carolina
$16.1M +$426K +14,365 +3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$16M -$6.13M -206,650 -28%
AF
37
Allworth Financial
California
$15.5M +$384K +12,955 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$13.6M -$2.27M -76,715 -14%
WBG
39
Wharton Business Group
Pennsylvania
$13.5M – – –
RIL
40
Rothschild Investment LLC
Illinois
$12.7M +$580K +19,560 +5%
TWA
41
Tillar-Wenstrup Advisors
Ohio
$12.3M +$143K +4,820 +1%
GT
42
Glenmede Trust
Pennsylvania
$11.5M +$5.95M +200,715 +107%
CS
43
Comerica Securities
Michigan
$11.4M -$1.75M -59,160 -13%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$11.4M +$277K +9,330 +2%
RA
45
Rodgers & Associates
Pennsylvania
$11.3M -$141K -4,765 -1%
DA
46
Detalus Advisors
Missouri
$11.2M -$180K -6,080 -2%
AI
47
Atria Investments
North Carolina
$10.9M -$391K -13,205 -3%
SI
48
Saxon Interests
Texas
$10.7M +$795K +26,835 +8%
GWAG
49
Garrett Wealth Advisory Group
Texas
$10.5M +$7.28M +245,475 +224%
JFA
50
JNBA Financial Advisors
Minnesota
$9.93M +$136K +4,590 +1%
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