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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

391 hedge funds and large institutions have $3.56B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.76%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.48%
New
27
Increased
129
Reduced
115
Closed
29
Calls
$597K
Puts
–
Net Calls
+$597K
Net Calls Change
+$597K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$82.7M
2
FZCM
2
Flynn Zito Capital Management
New York
$13M
3
Invesco
3
Invesco
Georgia
$167M
4
PFO
4
Pathstone Family Office
New Jersey
$17.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.8M
3
Bank of America
3
Bank of America
North Carolina
$267M
4
RA
4
RFG Advisory
Alabama
$98.1M
5
HCP
5
Holt Capital Partners
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$5.51M +$2.27M +81,695 +70%
PAG
77
Private Advisor Group
New Jersey
$5.36M +$54.7K +1,970 +1%
RCA
78
Resonant Capital Advisors
Wisconsin
$5.32M +$18.5K +665 +0.3%
William Blair & Company
79
William Blair & Company
Illinois
$5.15M -$1.62M -58,215 -24%
MSWMA
80
Market Street Wealth Management Advisors
Indiana
$5.13M -$147K -5,305 -3%
WA1
81
Wimmer Associates 1
California
$4.92M +$240K +7,765 +5%
Mariner
82
Mariner
Kansas
$4.79M -$13.6K -490 -0.3%
KW
83
KWB Wealth
California
$4.46M -$574K -20,695 -11%
BIP
84
Bouvel Investment Partners
Pennsylvania
$4.41M -$271K -9,780 -6%
LPT
85
Legacy Private Trust
Wisconsin
$4.21M -$58.6K -2,110 -1%
CWM
86
Cornerstone Wealth Management
Missouri
$4.13M +$244K +8,790 +6%
CA
87
Cornerstone Advisory
Maryland
$4.13M +$253K +9,115 +7%
NRI
88
NFP Retirement Inc
California
$3.97M +$904K +32,560 +29%
EI
89
Ellevest Inc
New York
$3.8M – – –
WOSD
90
WFA of San Diego
California
$3.77M -$372K -13,410 -9%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.72M +$65.4K +2,355 +2%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$3.64M -$52.3K -1,885 -1%
RF
93
Rollins Financial
Georgia
$3.55M +$391K +14,095 +12%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$3.47M – – –
PWM
95
Perigon Wealth Management
California
$3.36M +$134K +4,830 +4%
DA
96
Detalus Advisors
Missouri
$3.34M -$7.14M -257,310 -68%
ACP
97
Aveo Capital Partners
Colorado
$3.25M -$193K -6,945 -6%
SIC
98
Sigma Investment Counselors
Michigan
$3.22M -$38K -1,370 -1%
CTC
99
Central Trust Company
Missouri
$3.07M +$13K +470 +0.4%
WP
100
WealthSource Partners
California
$3.04M -$5.55K -200 -0.2%
2 3
4
5 6