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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$5.59M +$483K +16,290 +9%
WAS
77
Wealth Advisory Solutions
Indiana
$5.38M +$799K +26,970 +17%
KW
78
KWB Wealth
California
$5.38M +$2.16M +72,875 +67%
TLP
79
Trinity Legacy Partners
Texas
$5.26M +$39.9K +1,335 +0.8%
Mariner
80
Mariner
Kansas
$5.13M -$296K -9,975 -5%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$5.13M +$1.77M +59,700 +53%
BIP
82
Bouvel Investment Partners
Pennsylvania
$5M -$139K -4,700 -3%
LPT
83
Legacy Private Trust
Wisconsin
$4.56M -$9.19K -310 -0.2%
WA1
84
Wimmer Associates 1
California
$4.48M +$440K +14,845 +11%
WOSD
85
WFA of San Diego
California
$4.42M -$200K -6,755 -4%
CWM
86
Cornerstone Wealth Management
Missouri
$4.15M +$422K +14,225 +11%
CA
87
Cornerstone Advisory
Maryland
$4.14M -$763K -25,750 -16%
EI
88
Ellevest Inc
New York
$4.06M – – –
CA
89
Cetera Advisors
Colorado
$4.04M +$380K +12,805 +10%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$3.94M -$385K -13,000 -9%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.9M +$18.5K +625 +0.5%
HCC
92
Hirtle Callaghan & Co
Pennsylvania
$3.71M – – –
ACP
93
Aveo Capital Partners
Colorado
$3.67M +$2.46M +82,880 +202%
SIC
94
Sigma Investment Counselors
Michigan
$3.47M -$18.2K -615 -0.5%
Lido Advisors
95
Lido Advisors
California
$3.47M -$2.49M -83,970 -42%
PWM
96
Perigon Wealth Management
California
$3.45M +$83.6K +2,820 +2%
IC
97
IEQ Capital
California
$3.43M – – –
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$3.43M -$171 -5 -0%
RF
99
Rollins Financial
Georgia
$3.37M +$3.37M +113,800 New
SFS
100
Security Financial Services
Indiana
$3.37M -$252K -8,515 -7%
2 3
4
5 6