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

Top Sellers

1
Invesco
Invesco
Georgia
$203M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
BlueCrest Capital Management
Jersey
$0
4
FAIM
Financial Advocates Investment Management
Washington
$2.34M
5
RA
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Modera Wealth Management
New Jersey
$2.24M -$87.5K -2,560 -4%
SMG
127
Spectrum Management Group
Indiana
$2.17M – – –
US Bancorp
128
US Bancorp
Minnesota
$2.16M -$135K -3,945 -6%
Northern Trust
129
Northern Trust
Illinois
$2.16M -$48.7K -1,425 -2%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$2.1M +$92.5K +2,705 +5%
WFA
131
West Financial Advisors
Iowa
$2.06M -$92.4K -2,705 -4%
GEA
132
Glen Eagle Advisors
New Jersey
$1.99M +$171 +5 +0%
CWM
133
Cahill Wealth Management
Michigan
$1.97M +$1.97M +57,665 New
Creative Planning
134
Creative Planning
Kansas
$1.97M +$326K +9,555 +20%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.97M +$64.4K +1,885 +3%
BP
136
Ballentine Partners
Massachusetts
$1.93M – – –
MA
137
Montag & Associates
Georgia
$1.78M – – –
NCM
138
Novare Capital Management
North Carolina
$1.77M +$47.7K +1,395 +3%
5L
139
55I LLC
Massachusetts
$1.76M -$55.5K -1,625 -3%
TBWA
140
Three Bridge Wealth Advisors
California
$1.75M +$1.75M +51,100 New
PPA
141
Parametric Portfolio Associates
Washington
$1.72M -$393K -11,505 -19%
EFS
142
Essex Financial Services
Connecticut
$1.68M +$30.2K +885 +2%
BBHC
143
Brown Brothers Harriman & Co
New York
$1.66M – – –
AWM
144
AE Wealth Management
Kansas
$1.59M +$1.59M +46,640 New
MFS
145
McNamara Financial Services
Massachusetts
$1.58M -$111K -3,235 -7%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$1.58M +$173K +5,060 +12%
ACG
147
Allen Capital Group
Nebraska
$1.55M +$62.7K +1,835 +4%
Wealthfront Advisers
148
Wealthfront Advisers
California
$1.51M +$32.8K +960 +2%
RK
149
Rather & Kittrell
Tennessee
$1.51M -$25.1K -735 -2%
FTUS
150
Flow Traders U.S.
New York
$1.5M +$1.5M +44,020 New
4 5
6
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