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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 %
BPA
151
Beacon Pointe Advisors
California
$1.19M -$304K -10,950 -20%
SFP
152
Sterling Financial Planning
New Jersey
$1.19M +$971 +35 +0.1%
ACG
153
Allen Capital Group
Nebraska
$1.17M -$24.4K -880 -2%
GIA
154
Gladstone Institutional Advisory
Florida
$1.12M -$58.3K -2,100 -5%
SWM
155
Shakespeare Wealth Management
Wisconsin
$1.1M -$833 -30 -0.1%
AA
156
Addison Advisors
Vermont
$1.08M -$83.3K -3,000 -7%
Wealthfront Advisers
157
Wealthfront Advisers
California
$1.05M +$696K +25,085 +195%
RPG
158
Resource Planning Group
Georgia
$1.03M -$1.48K -55 -0.1%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.03M +$694K +25,000 +208%
PP
160
Prudential plc
United Kingdom
$1.03M -$51.4K -1,850 -5%
BL
161
Balentine LLC
Georgia
$1.01M +$917K +33,030 +1,019%
APP
162
Avantax Planning Partners
Iowa
$1M +$27.5K +990 +3%
WWM
163
Windsor Wealth Management
Indiana
$994K – – –
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$979K – – –
CAG
165
Csenge Advisory Group
Florida
$977K +$977K +35,205 New
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$973K +$1.13K +40 +0.1%
KFP
167
KB Financial Partners
New Jersey
$951K -$140K -5,055 -13%
SFS
168
Solitude Financial Services
Virginia
$919K -$691K -24,915 -43%
IAN
169
Integrated Advisors Network
Texas
$911K +$107K +3,845 +13%
SFA
170
Sequoia Financial Advisors
Ohio
$906K +$1.39K +50 +0.2%
WP
171
Wealthspan Partners
Iowa
$905K +$25.1K +905 +3%
PMFA
172
Plante Moran Financial Advisors
Michigan
$892K +$45.6K +1,645 +5%
JCM
173
Jacobi Capital Management
Pennsylvania
$871K -$16.1K -580 -2%
CFFP
174
Center for Financial Planning
Michigan
$871K +$139 +5 +0%
CWC
175
Carolinas Wealth Consulting
North Carolina
$854K +$5.41K +195 +0.6%
5 6
7
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