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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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$11.2M +$3.06M +98,720 +38%
TBC
52
Ted Buchan & Co
California
$11.1M +$11.1M +358,365 New
MWM
53
Merriman Wealth Management
Washington
$10.9M +$10.9M +352,190 New
JFA
54
JNBA Financial Advisors
Minnesota
$10.5M +$36.9K +1,190 +0.4%
CAN
55
Cetera Advisor Networks
California
$10.5M +$528K +17,020 +5%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$10.5M -$1.61M -51,760 -13%
OPCM
57
Osborne Partners Capital Management
California
$10.3M -$75.7K -2,440 -0.7%
BEAM
58
Baker Ellis Asset Management
Washington
$10M +$834K +26,875 +9%
CS
59
Comerica Securities
Michigan
$9.46M -$569K -18,350 -6%
CHAM
60
Clear Harbor Asset Management
Connecticut
$9.43M +$117K +3,770 +1%
CFGF
61
Compass Financial Group (Florida)
Florida
$9.42M -$44.5K -1,435 -0.5%
SPIA
62
Steward Partners Investment Advisory
New York
$8.96M +$84.4K +2,720 +1%
WIA
63
World Investment Advisors
California
$8.76M -$151K -4,875 -2%
TLP
64
Trinity Legacy Partners
Texas
$8.58M +$254K +8,170 +3%
NWM
65
NEIRG Wealth Management
Massachusetts
$8.24M -$998K -32,165 -11%
MML Investors Services
66
MML Investors Services
Massachusetts
$7.85M +$87.4K +2,815 +1%
PO
67
Private Ocean
California
$7.21M -$50.3K -1,620 -0.7%
MHWM
68
Montz Harcus Wealth Management
Louisiana
$7.19M +$213K +6,880 +3%
Corient Private Wealth
69
Corient Private Wealth
Florida
$6.75M +$6.75M +217,550 New
AAS
70
Avantax Advisory Services
Texas
$6.4M -$8.38K -270 -0.1%
Comerica Bank
71
Comerica Bank
Texas
$6.26M -$704K -21,855 -10%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$6.18M -$56.8K -1,830 -0.9%
Lido Advisors
73
Lido Advisors
California
$6.15M -$16.1K -520 -0.3%
BCG
74
Breakwater Capital Group
New Jersey
$6.1M +$6.1M +196,645 New
NRI
75
NFP Retirement Inc
California
$6.08M +$1.63M +52,685 +37%
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