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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+19
Holders Change %
+4.97%
% of All Funds
6.35%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.4%
New
48
Increased
123
Reduced
108
Closed
23
Calls
–
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$255M
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
RA
4
RFG Advisory
Alabama
$129M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210M

Top Sellers

1
Invesco
1
Invesco
Georgia
$203M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.34M
5
RA
5
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
101
KWB Wealth
California
$3.73M – – –
FA
102
FDx Advisors
Illinois
$3.63M -$52.3K -1,530 -1%
WP
103
WealthSource Partners
California
$3.54M -$27.8K -815 -0.8%
PCA
104
Permit Capital Advisors
Pennsylvania
$3.53M +$3.53M +102,085 New
NRI
105
NFP Retirement Inc
California
$3.52M +$3.52M +102,880 New
CMS
106
Capital Market Strategies
Florida
$3.44M – – –
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$3.43M +$7.01K +205 +0.2%
MWM
108
Marion Wealth Management
Pennsylvania
$3.24M -$15K -440 -0.5%
HTC
109
Haverford Trust Company
Pennsylvania
$3.09M +$1.05M +30,830 +52%
GLA
110
Great Lakes Advisors
Illinois
$3.07M – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$3.02M +$719K +21,035 +31%
JWA
112
JFS Wealth Advisors
Pennsylvania
$3.01M -$186K -5,445 -6%
SWM
113
SigFig Wealth Management
California
$2.89M +$1.02M +29,970 +55%
JWM
114
Jackson Wealth Management
Florida
$2.74M +$104K +3,030 +4%
NA
115
NewEdge Advisors
Louisiana
$2.73M -$1.22M -35,735 -31%
Cerity Partners
116
Cerity Partners
New York
$2.72M -$8.89K -260 -0.3%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$2.7M -$783K -22,915 -22%
EWM
118
Echo Wealth Management
Minnesota
$2.46M +$95.5K +2,815 +4%
NB
119
Northwest Bancshares
Pennsylvania
$2.45M -$7.69K -225 -0.3%
SPC
120
Sigma Planning Corp
Michigan
$2.45M +$297K +8,690 +14%
CAM
121
Cidel Asset Management
Ontario, Canada
$2.45M +$1.92M +56,075 +358%
FAIM
122
Financial Advocates Investment Management
Washington
$2.34M -$3.18M -93,100 -58%
IFWM
123
Institute for Wealth Management
Colorado
$2.33M -$11.8K -345 -0.5%
TCBWMS
124
Texas Capital Bank Wealth Management Services
Texas
$2.29M – – –
ACP
125
Aviance Capital Partners
Florida
$2.29M +$203K +5,935 +10%
3 4
5
6 7