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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+19
Holders Change %
+4.97%
% of All Funds
6.35%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.4%
New
48
Increased
123
Reduced
108
Closed
23
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$255M
2
CSIA
Charles Schwab Investment Advisory
California
$527M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
RA
RFG Advisory
Alabama
$129M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$210M

Top Sellers

1
Invesco
Invesco
Georgia
$203M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
BlueCrest Capital Management
Jersey
$0
4
FAIM
Financial Advocates Investment Management
Washington
$2.34M
5
RA
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
51
Osborne Partners Capital Management
California
$11.7M -$469K -13,730 -4%
SI
52
Saxon Interests
Texas
$11.4M -$18.5K -540 -0.2%
JFA
53
JNBA Financial Advisors
Minnesota
$11.3M -$779K -22,810 -6%
NWM
54
NEIRG Wealth Management
Massachusetts
$11.3M +$994K +29,100 +10%
PFO
55
Pathstone Family Office
New Jersey
$11M +$2.44M +71,375 +29%
AFA
56
Arlington Financial Advisors
California
$10.7M -$1.12M -32,830 -10%
CFGF
57
Compass Financial Group (Florida)
Florida
$10.5M -$4.1K -120 -0%
CHAM
58
Clear Harbor Asset Management
Connecticut
$10.4M +$337K +9,855 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$9.98M +$375K +10,975 +4%
WIA
60
World Investment Advisors
California
$9.91M – – –
BEAM
61
Baker Ellis Asset Management
Washington
$9.89M -$231K -6,750 -2%
CAN
62
Cetera Advisor Networks
California
$9.6M +$733K +21,455 +8%
PFA
63
Pettinga Financial Advisors
Indiana
$9.44M +$883K +25,835 +10%
PO
64
Private Ocean
California
$9.4M -$77.1K -2,255 -0.8%
William Blair & Company
65
William Blair & Company
Illinois
$8.76M +$2.47M +72,160 +39%
MML Investors Services
66
MML Investors Services
Massachusetts
$8.75M -$11.6K -340 -0.1%
FA
67
Fermata Advisors
California
$8.58M +$266K +7,775 +3%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$8.39M +$140K +4,100 +2%
RC
69
RegentAtlantic Capital
New Jersey
$8.11M -$58.4K -1,710 -0.7%
AAS
70
Avantax Advisory Services
Texas
$7.33M +$193K +5,655 +3%
MHWM
71
Montz Harcus Wealth Management
Louisiana
$7.22M +$347K +10,165 +5%
MSWMA
72
Market Street Wealth Management Advisors
Indiana
$7.09M -$145K -4,250 -2%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$7.03M +$1.59M +46,300 +29%
PAG
74
Private Advisor Group
New Jersey
$6.88M -$373K -10,905 -5%
Lido Advisors
75
Lido Advisors
California
$6.87M +$1.2K +35 +0%
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