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

Top Sellers

1
Invesco
Invesco
Georgia
$203M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
BlueCrest Capital Management
Jersey
$0
4
FAIM
Financial Advocates Investment Management
Washington
$2.34M
5
RA
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
176
BRR OpCo
Ohio
$1.02M – – –
PMFA
177
Plante Moran Financial Advisors
Michigan
$1.02M -$33.6K -985 -3%
VWA
178
V Wealth Advisors
Kansas
$1.01M +$1.03K +30 +0.1%
GC
179
Gratus Capital
Georgia
$1.01M +$12.3K +360 +1%
SC
180
Scotia Capital
Ontario, Canada
$996K +$640K +18,730 +180%
CL
181
COWA LLC
Oklahoma
$985K – – –
JCM
182
Jacobi Capital Management
Pennsylvania
$980K +$3.42K +100 +0.4%
WP
183
WealthShield Partners
North Carolina
$980K +$980K +28,685 New
Stifel Financial
184
Stifel Financial
Missouri
$944K -$138K -4,050 -13%
GA
185
Geller Advisors
New York
$942K +$4.27K +125 +0.5%
PCA
186
Personal Capital Advisors
California
$938K +$285K +8,325 +44%
EWM
187
Evercore Wealth Management
New York
$931K -$31.6K -925 -3%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$909K -$5.64K -165 -0.6%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$875K +$263K +7,560 +43%
CIAS
190
Capital Investment Advisory Services
North Carolina
$869K – – –
MSFS
191
Main Street Financial Solutions
Pennsylvania
$858K – – –
AIA
192
AIMZ Investment Advisors
California
$854K – – –
WTA
193
Washington Trust Advisors
Massachusetts
$853K -$9.74K -285 -1%
AA
194
Ancora Advisors
Ohio
$848K – – –
WFAG
195
Wescott Financial Advisory Group
Pennsylvania
$848K +$848K +24,800 New
Citadel Advisors
196
Citadel Advisors
Florida
$846K +$846K +24,760 New
AAM
197
Austin Asset Management
Texas
$829K – – –
BSW
198
Buckingham Strategic Wealth
Missouri
$816K -$242K -7,095 -23%
WCF
199
West Coast Financial
California
$812K -$44.1K -1,290 -5%
GVAG
200
Great Valley Advisor Group
Delaware
$807K – – –
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8
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