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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 %
OPCM
51
Osborne Partners Capital Management
California
$9.91M -$207K -7,000 -2%
PFO
52
Pathstone Family Office
New Jersey
$9.56M +$23.9K +805 +0.3%
WIA
53
World Investment Advisors
California
$9.52M +$354K +11,200 +4%
CAN
54
Cetera Advisor Networks
California
$9.49M +$1.17M +39,310 +14%
FWM
55
Frontier Wealth Management
Missouri
$9.4M +$9.4M +317,015 New
AFA
56
Arlington Financial Advisors
California
$9.31M +$50.5K +1,705 +0.5%
NWM
57
NEIRG Wealth Management
Massachusetts
$9.15M -$618K -20,865 -6%
CFGF
58
Compass Financial Group (Florida)
Florida
$9.12M +$45.5K +1,535 +0.5%
CHAM
59
Clear Harbor Asset Management
Connecticut
$8.92M -$93.5K -3,155 -1%
PFA
60
Pettinga Financial Advisors
Indiana
$8.86M +$678K +22,875 +8%
BEAM
61
Baker Ellis Asset Management
Washington
$8.68M +$104K +3,500 +1%
SPIA
62
Steward Partners Investment Advisory
New York
$8.65M +$1.63K +55 +0%
FA
63
Fermata Advisors
California
$7.77M +$323K +10,880 +4%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$7.47M +$190K +6,400 +3%
MML Investors Services
65
MML Investors Services
Massachusetts
$7.34M -$252K -8,505 -3%
William Blair & Company
66
William Blair & Company
Illinois
$7.23M -$377K -12,705 -5%
Comerica Bank
67
Comerica Bank
Texas
$7.14M -$5M -163,660 -41%
PO
68
Private Ocean
California
$7.13M -$1.02M -34,550 -13%
RC
69
RegentAtlantic Capital
New Jersey
$6.93M -$103K -3,485 -1%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$6.7M +$534K +17,740 +9%
MHWM
71
Montz Harcus Wealth Management
Louisiana
$6.57M +$305K +10,275 +5%
AAS
72
Avantax Advisory Services
Texas
$6.24M -$118K -3,970 -2%
PAG
73
Private Advisor Group
New Jersey
$5.67M -$306K -10,335 -5%
RCA
74
Resonant Capital Advisors
Wisconsin
$5.66M – – –
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$5.63M -$517K -17,440 -8%
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3
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