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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

409 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
6.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

1
RA
RFG Advisory
Alabama
$135M
2
HCP
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
Wells Fargo
California
$39.3M
4
MWM
Merriman Wealth Management
Washington
$10.9M
5
WBG
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
Summit Financial
New Jersey
$5.27M
2
FA
Fermata Advisors
California
$426K
3
CSIA
Charles Schwab Investment Advisory
California
$801M
4
AI
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$1.87M +$310 +10 +0%
WP
127
WMS Partners
Maryland
$1.85M – – –
WFA
128
West Financial Advisors
Iowa
$1.83M – – –
JWM
129
Jackson Wealth Management
Florida
$1.82M -$402K -12,950 -18%
FAIM
130
Financial Advocates Investment Management
Washington
$1.78M -$1.43M -45,935 -44%
US Bancorp
131
US Bancorp
Minnesota
$1.76M -$18.5K -595 -1%
RFC
132
Regions Financial Corp
Alabama
$1.74M +$1.74M +56,130 New
BPA
133
Beacon Pointe Advisors
California
$1.72M +$397K +12,780 +30%
Citadel Advisors
134
Citadel Advisors
Florida
$1.7M +$1.21M +39,020 +249%
FSA
135
Financial Services Advisory
Maryland
$1.67M +$31.2K +1,005 +2%
TBWA
136
Three Bridge Wealth Advisors
California
$1.66M +$9.93K +320 +0.6%
BP
137
Ballentine Partners
Massachusetts
$1.66M – – –
EFS
138
Essex Financial Services
Connecticut
$1.65M -$30.2K -975 -2%
BIA
139
Bell Investment Advisors
California
$1.63M -$54.8K -1,765 -3%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.62M -$4.65K -150 -0.3%
MA
141
Montag & Associates
Georgia
$1.62M – – –
NCM
142
Novare Capital Management
North Carolina
$1.55M -$20.2K -650 -1%
BBHC
143
Brown Brothers Harriman & Co
New York
$1.5M – – –
SWM
144
SigFig Wealth Management
California
$1.45M -$3.41K -110 -0.2%
SAG
145
SageView Advisory Group
California
$1.45M +$1.45M +46,635 New
TCBWMS
146
Texas Capital Bank Wealth Management Services
Texas
$1.42M – – –
MFS
147
McNamara Financial Services
Massachusetts
$1.4M -$11.6K -375 -0.8%
RK
148
Rather & Kittrell
Tennessee
$1.34M -$30.4K -980 -2%
SFP
149
Sterling Financial Planning
New Jersey
$1.33M +$776 +25 +0.1%
MHS
150
M Holdings Securities
Oregon
$1.29M -$38.8K -1,250 -3%
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