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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
1
Ameriprise
Minnesota
$255M
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
RA
4
RFG Advisory
Alabama
$129M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210M

Top Sellers

1
Invesco
1
Invesco
Georgia
$203M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.34M
5
RA
5
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$1.48M +$1.48M +43,265 New
AA
152
Addison Advisors
Vermont
$1.45M -$12.8K -375 -0.9%
SFP
153
Sterling Financial Planning
New Jersey
$1.42M +$2.56K +75 +0.2%
GIA
154
Gladstone Institutional Advisory
Florida
$1.41M -$1.54K -45 -0.1%
ACP
155
Aveo Capital Partners
Colorado
$1.4M +$1.13M +32,920 +405%
SWM
156
Shakespeare Wealth Management
Wisconsin
$1.39M -$1.89K -55 -0.1%
KFP
157
KB Financial Partners
New Jersey
$1.38M +$176K +5,140 +15%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.36M +$1.36M +39,865 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$1.35M +$141K +4,140 +12%
PP
160
Prudential plc
United Kingdom
$1.34M -$32.5K -950 -2%
RPG
161
Resource Planning Group
Georgia
$1.3M -$87.9K -2,655 -6%
CFS
162
Cannon Financial Strategists
Georgia
$1.26M – – –
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$1.21M +$1.21M +35,280 New
APP
164
Avantax Planning Partners
Iowa
$1.2M – – –
WWM
165
Windsor Wealth Management
Indiana
$1.19M – – –
EVM
166
Eaton Vance Management
Massachusetts
$1.19M – – –
CCM
167
Colorado Capital Management
Colorado
$1.12M – – –
N
168
Natixis
France
$1.11M +$445K +13,025 +67%
KWM
169
Kaydan Wealth Management
Michigan
$1.1M -$20.2K -590 -2%
WP
170
Wealthspan Partners
Iowa
$1.08M +$62.4K +1,825 +6%
CFFP
171
Center for Financial Planning
Michigan
$1.07M -$17.4K -510 -2%
PWP
172
Principle Wealth Partners
Connecticut
$1.06M – – –
SWP
173
Stratos Wealth Partners
Ohio
$1.05M +$122K +3,570 +13%
CWC
174
Carolinas Wealth Consulting
North Carolina
$1.04M +$4.44K +130 +0.4%
SFA
175
Sequoia Financial Advisors
Ohio
$1.03M +$159K +4,660 +18%
5 6
7
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