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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$3.01M +$462K +16,635 +18%
SFS
102
Security Financial Services
Indiana
$2.98M -$172K -6,200 -5%
5L
103
55I LLC
Massachusetts
$2.88M +$848K +30,575 +42%
FAIM
104
Financial Advocates Investment Management
Washington
$2.87M +$16.1K +580 +0.6%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$2.8M +$14K +505 +0.5%
FA
106
FDx Advisors
Illinois
$2.78M -$123K -4,415 -4%
CMS
107
Capital Market Strategies
Florida
$2.77M -$3.61K -130 -0.1%
MWM
108
Marion Wealth Management
Pennsylvania
$2.68M +$37.9K +1,365 +1%
GLA
109
Great Lakes Advisors
Illinois
$2.49M – – –
Creative Planning
110
Creative Planning
Kansas
$2.48M +$113K +4,075 +5%
OPPS
111
Obsidian Personal Planning Solutions
Maryland
$2.47M +$55.9K +2,015 +2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$2.43M +$1.33M +47,980 +122%
EWM
113
Echo Wealth Management
Minnesota
$2.34M +$39.9K +1,315 +2%
JWA
114
JFS Wealth Advisors
Pennsylvania
$2.32M -$71.5K -2,575 -3%
JWWM
115
Johnson & White Wealth Management
Pennsylvania
$2.14M +$2.14M +76,910 New
SPC
116
Sigma Planning Corp
Michigan
$2.06M +$72.3K +2,605 +4%
NB
117
Northwest Bancshares
Pennsylvania
$1.99M – – –
CAM
118
Cidel Asset Management
Ontario, Canada
$1.99M – – –
JWM
119
Jackson Wealth Management
Florida
$1.99M +$1.22M +43,950 +159%
HTC
120
Haverford Trust Company
Pennsylvania
$1.95M -$37.5K -1,350 -2%
IFWM
121
Institute for Wealth Management
Colorado
$1.87M -$11K -395 -0.6%
Northern Trust
122
Northern Trust
Illinois
$1.78M +$25K +900 +1%
SMG
123
Spectrum Management Group
Indiana
$1.76M – – –
SSWM
124
Sheets Smith Wealth Management
North Carolina
$1.74M +$15.5K +560 +0.9%
GEA
125
Glen Eagle Advisors
New Jersey
$1.67M +$54.4K +1,960 +3%
3 4
5
6 7