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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 %
NRI
101
NFP Retirement Inc
California
$3.28M +$227K +7,675 +7%
CTC
102
Central Trust Company
Missouri
$3.27M -$127K -4,295 -4%
WP
103
WealthSource Partners
California
$3.25M +$186K +6,260 +6%
FA
104
FDx Advisors
Illinois
$3.1M -$53.7K -1,810 -2%
FAIM
105
Financial Advocates Investment Management
Washington
$3.05M +$1.02M +34,305 +50%
CMS
106
Capital Market Strategies
Florida
$2.96M -$29.3K -990 -1%
MWM
107
Marion Wealth Management
Pennsylvania
$2.82M +$10.4K +350 +0.4%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$2.79M +$451K +15,225 +19%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$2.73M +$107K +3,610 +4%
GLA
110
Great Lakes Advisors
Illinois
$2.66M – – –
OPPS
111
Obsidian Personal Planning Solutions
Maryland
$2.58M +$2.58M +86,930 New
JWA
112
JFS Wealth Advisors
Pennsylvania
$2.55M -$60.9K -2,055 -2%
Creative Planning
113
Creative Planning
Kansas
$2.53M +$821K +27,710 +48%
Jane Street
114
Jane Street
New York
$2.42M +$2.42M +81,645 New
Cerity Partners
115
Cerity Partners
New York
$2.39M +$29.5K +995 +1%
EWM
116
Echo Wealth Management
Minnesota
$2.29M +$107K +3,565 +5%
5L
117
55I LLC
Massachusetts
$2.17M +$647K +21,830 +42%
NB
118
Northwest Bancshares
Pennsylvania
$2.13M – – –
CAM
119
Cidel Asset Management
Ontario, Canada
$2.13M – – –
HTC
120
Haverford Trust Company
Pennsylvania
$2.12M -$558K -18,815 -21%
SPC
121
Sigma Planning Corp
Michigan
$2.12M -$8.6K -290 -0.4%
IFWM
122
Institute for Wealth Management
Colorado
$2.01M -$14.1K -475 -0.7%
ACP
123
Aviance Capital Partners
Florida
$1.99M +$445 +15 +0%
FTUS
124
Flow Traders U.S.
New York
$1.89M +$586K +19,785 +45%
SMG
125
Spectrum Management Group
Indiana
$1.88M – – –
3 4
5
6 7