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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 %
WP
126
WMS Partners
Maryland
$1.66M +$1.66M +59,665 New
WFA
127
West Financial Advisors
Iowa
$1.64M -$4.16K -150 -0.3%
CWM
128
Cahill Wealth Management
Michigan
$1.6M +$416 +15 +0%
US Bancorp
129
US Bancorp
Minnesota
$1.59M -$118K -4,255 -7%
GW
130
GW & Wade
Massachusetts
$1.58M +$532K +19,175 +51%
Goldman Sachs
131
Goldman Sachs
New York
$1.55M +$1.15M +41,540 +291%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.52M -$84.1K -3,030 -5%
BIA
133
Bell Investment Advisors
California
$1.51M -$2.36K -85 -0.2%
EFS
134
Essex Financial Services
Connecticut
$1.51M +$66.5K +2,395 +5%
MWM
135
Modera Wealth Management
New Jersey
$1.5M -$95.2K -3,430 -6%
BP
136
Ballentine Partners
Massachusetts
$1.48M – – –
TBWA
137
Three Bridge Wealth Advisors
California
$1.48M +$38.2K +1,375 +3%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$1.47M -$3.33M -120,050 -69%
FSA
139
Financial Services Advisory
Maryland
$1.47M +$1.47M +52,875 New
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.46M +$62.9K +2,265 +5%
MA
141
Montag & Associates
Georgia
$1.45M – – –
NCM
142
Novare Capital Management
North Carolina
$1.41M -$16K -575 -1%
BBHC
143
Brown Brothers Harriman & Co
New York
$1.34M – – –
SWM
144
SigFig Wealth Management
California
$1.32M -$363K -12,920 -22%
PC
145
Prairiewood Capital
North Dakota
$1.3M +$1.3M +46,935 New
LWANC
146
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3M +$658K +23,705 +103%
TCBWMS
147
Texas Capital Bank Wealth Management Services
Texas
$1.27M – – –
MFS
148
McNamara Financial Services
Massachusetts
$1.27M -$9.3K -335 -0.7%
RK
149
Rather & Kittrell
Tennessee
$1.22M -$277 -10 -0%
MHS
150
M Holdings Securities
Oregon
$1.19M – – –
4 5
6
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