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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
1
RFG Advisory
Alabama
$135M
2
HCP
2
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
3
Wells Fargo
California
$39.3M
4
MWM
4
Merriman Wealth Management
Washington
$10.9M
5
WBG
5
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
1
Summit Financial
New Jersey
$5.27M
2
FA
2
Fermata Advisors
California
$426K
3
CSIA
3
Charles Schwab Investment Advisory
California
$801M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$31.5M +$536K +17,265 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$31.3M -$382K -12,310 -1%
GC
28
Grimes & Company
Massachusetts
$28.3M -$309K -9,955 -1%
UBS Group
29
UBS Group
Switzerland
$27.9M +$503K +16,205 +2%
KA
30
Klingman & Associates
New York
$23.9M +$197K +6,350 +0.8%
WBG
31
Wharton Business Group
Pennsylvania
$22.3M +$8.14M +262,350 +57%
PFG
32
Pinnacle Financial Group
Illinois
$22.1M -$313K -10,085 -1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$20.2M -$232K -7,475 -1%
PFO
34
Pathstone Family Office
New Jersey
$20M – – –
GT
35
Glenmede Trust
Pennsylvania
$17.5M +$6.07M +195,505 +53%
HighTower Advisors
36
HighTower Advisors
Illinois
$16.9M +$2.77M +89,310 +20%
AF
37
Allworth Financial
California
$16.7M -$49.8K -1,605 -0.3%
Truist Financial
38
Truist Financial
North Carolina
$16.6M +$448K +14,445 +3%
RJA
39
Raymond James & Associates
Florida
$16.2M -$1.64M -52,780 -9%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$16.1M -$498K -16,035 -3%
RIL
41
Rothschild Investment LLC
Illinois
$15.9M +$2.36M +75,990 +17%
GWAG
42
Garrett Wealth Advisory Group
Texas
$15.3M +$843K +27,155 +6%
SI
43
Saxon Interests
Texas
$14.9M +$4.23M +133,770 +40%
FZCM
44
Flynn Zito Capital Management
New York
$14.8M +$288K +9,280 +2%
PFA
45
Pettinga Financial Advisors
Indiana
$13M +$1.97M +63,625 +18%
CST
46
Charles Schwab Trust
Nevada
$12.5M +$3.79M +122,220 +43%
TWA
47
Tillar-Wenstrup Advisors
Ohio
$12.5M -$435K -14,030 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$12.3M -$149K -4,795 -1%
AFA
49
Arlington Financial Advisors
California
$11.4M +$1.63M +52,500 +17%
RA
50
Rodgers & Associates
Pennsylvania
$11.3M -$333K -10,730 -3%
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