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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

391 hedge funds and large institutions have $3.56B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.76%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.48%
New
27
Increased
129
Reduced
115
Closed
29
Calls
$597K
Puts
–
Net Calls
+$597K
Net Calls Change
+$597K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$82.7M
2
FZCM
2
Flynn Zito Capital Management
New York
$13M
3
Invesco
3
Invesco
Georgia
$167M
4
PFO
4
Pathstone Family Office
New Jersey
$17.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.8M
3
Bank of America
3
Bank of America
North Carolina
$267M
4
RA
4
RFG Advisory
Alabama
$98.1M
5
HCP
5
Holt Capital Partners
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Grimes & Company
Massachusetts
$25.6M -$304K -10,960 -1%
UBS Group
27
UBS Group
Switzerland
$24.5M +$19.8K +715 +0.1%
Wells Fargo
28
Wells Fargo
California
$23.1M +$710K +25,580 +3%
KA
29
Klingman & Associates
New York
$21.2M +$306K +11,040 +1%
PFG
30
Pinnacle Financial Group
Illinois
$20.1M +$5K +180 +0%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$13.2K -475 -0.1%
PFO
32
Pathstone Family Office
New Jersey
$17.9M +$8.93M +321,890 +100%
SF
33
Summit Financial
New Jersey
$17.6M -$576K -20,745 -3%
HCP
34
Holt Capital Partners
Texas
$17.4M -$14.7M -528,300 -46%
RJA
35
Raymond James & Associates
Florida
$16M +$236K +8,490 +1%
AF
36
Allworth Financial
California
$14.9M +$447K +16,100 +3%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$14.8M -$151K -5,440 -1%
Truist Financial
38
Truist Financial
North Carolina
$14.5M -$628K -22,640 -4%
FZCM
39
Flynn Zito Capital Management
New York
$13M +$13M +466,915 New
GWAG
40
Garrett Wealth Advisory Group
Texas
$12.9M +$3.07M +110,775 +31%
WBG
41
Wharton Business Group
Pennsylvania
$12.7M – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$12.7M -$62.2K -2,240 -0.5%
RIL
43
Rothschild Investment LLC
Illinois
$12.1M +$225K +8,120 +2%
TWA
44
Tillar-Wenstrup Advisors
Ohio
$11.5M +$15K +540 +0.1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$11.1M +$8.48M +305,560 +324%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$10.8M +$201K +7,240 +2%
RA
47
Rodgers & Associates
Pennsylvania
$10.4M -$180K -6,490 -2%
GT
48
Glenmede Trust
Pennsylvania
$10.2M -$525K -18,910 -5%
SI
49
Saxon Interests
Texas
$9.92M -$693K -23,550 -7%
PFA
50
Pettinga Financial Advisors
Indiana
$9.89M +$1.59M +57,310 +19%
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