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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.89B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-4
Holders Change %
-1%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.46%
New
29
Increased
122
Reduced
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$873M
2
FWM
2
Frontier Wealth Management
Missouri
$9.4M
3
EH
3
Equitable Holdings
New York
$25.8M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.5M
5
GT
5
Glenmede Trust
Pennsylvania
$11.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FZCM
3
Flynn Zito Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$165M
5
SFS
5
Solitude Financial Services
Virginia
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$1.27M -$9.93K -335 -0.8%
SFP
152
Sterling Financial Planning
New Jersey
$1.27M +$37.4K +1,260 +3%
GIA
153
Gladstone Institutional Advisory
Florida
$1.26M +$28.3K +955 +2%
AA
154
Addison Advisors
Vermont
$1.24M -$20.8K -700 -2%
SWM
155
Shakespeare Wealth Management
Wisconsin
$1.18M -$31.1K -1,040 -3%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$1.17M +$1.48K +50 +0.1%
KFP
157
KB Financial Partners
New Jersey
$1.17M -$32.9K -1,110 -3%
PP
158
Prudential plc
United Kingdom
$1.15M -$10.4K -350 -0.9%
GW
159
GW & Wade
Massachusetts
$1.12M -$2.32M -78,125 -67%
NA
160
NewEdge Advisors
Louisiana
$1.11M -$1.26M -42,500 -53%
RPG
161
Resource Planning Group
Georgia
$1.1M -$29.5K -1,030 -3%
CFS
162
Cannon Financial Strategists
Georgia
$1.09M – – –
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$1.05M – – –
APP
164
Avantax Planning Partners
Iowa
$1.04M – – –
WWM
165
Windsor Wealth Management
Indiana
$1.04M – – –
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$1.02M -$157K -5,300 -13%
ARC
167
Advisor Resource Council
Texas
$993K +$993K +33,500 New
CCM
168
Colorado Capital Management
Colorado
$967K -$5.19K -175 -0.5%
SFA
169
Sequoia Financial Advisors
Ohio
$966K +$71.9K +2,425 +8%
SWP
170
Stratos Wealth Partners
Ohio
$951K +$44.5K +1,500 +5%
JCM
171
Jacobi Capital Management
Pennsylvania
$948K +$98K +3,305 +12%
WP
172
Wealthspan Partners
Iowa
$940K – – –
CFFP
173
Center for Financial Planning
Michigan
$931K +$148 +5 +0%
PWP
174
Principle Wealth Partners
Connecticut
$918K – – –
CWC
175
Carolinas Wealth Consulting
North Carolina
$906K +$4.3K +145 +0.5%
5 6
7
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