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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 %
RCA
76
Resonant Capital Advisors
Wisconsin
$5.94M – – –
ACP
77
Aveo Capital Partners
Colorado
$5.91M +$2.28M +73,320 +63%
William Blair & Company
78
William Blair & Company
Illinois
$5.8M +$39.1K +1,260 +0.7%
CCMI
79
Creative Capital Management Investments
California
$5.79M +$5.79M +186,630 New
Mariner
80
Mariner
Kansas
$5.48M +$127K +4,105 +2%
WA1
81
Wimmer Associates 1
California
$5.35M +$419K +13,510 +9%
SF
82
Summit Financial
New Jersey
$5.27M -$14.4M -462,985 -73%
Cerity Partners
83
Cerity Partners
New York
$5.26M +$4.49M +144,595 +580%
CA
84
Cornerstone Advisory
Maryland
$4.99M +$368K +11,875 +8%
BIP
85
Bouvel Investment Partners
Pennsylvania
$4.96M +$28.1K +905 +0.6%
MSWMA
86
Market Street Wealth Management Advisors
Indiana
$4.88M -$851K -27,410 -15%
LPT
87
Legacy Private Trust
Wisconsin
$4.75M +$43.1K +1,390 +0.9%
RF
88
Rollins Financial
Georgia
$4.62M +$650K +20,940 +16%
KW
89
KWB Wealth
California
$4.52M -$466K -15,005 -9%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$4.26M +$3.74M +120,510 +713%
EI
91
Ellevest Inc
New York
$4.25M +$2.79K +90 +0.1%
MWM
92
Marion Wealth Management
Pennsylvania
$4.24M +$1.24M +39,900 +41%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15M -$7.14K -230 -0.2%
PWM
94
Perigon Wealth Management
California
$4.11M +$347K +11,185 +9%
WOSD
95
WFA of San Diego
California
$4.09M -$125K -4,035 -3%
IC
96
IEQ Capital
California
$3.93M -$4.96M -159,885 -56%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$3.92M +$2.28M +73,420 +139%
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$3.88M – – –
CAM
99
Cidel Asset Management
Ontario, Canada
$3.72M +$1.49M +48,115 +67%
PP
100
Prudential plc
United Kingdom
$3.63M +$2.48M +79,875 +216%
2 3
4
5 6