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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 %
CCM
176
Colorado Capital Management
Colorado
$946K -$1.7K -55 -0.2%
EWM
177
Echo Wealth Management
Minnesota
$926K -$1.57M -48,655 -63%
PMFA
178
Plante Moran Financial Advisors
Michigan
$926K -$72.1K -2,325 -7%
CFS
179
Cannon Financial Strategists
Georgia
$909K – – –
SC
180
Scotia Capital
Ontario, Canada
$864K +$4.19K +135 +0.5%
CFFP
181
Center for Financial Planning
Michigan
$850K -$124K -3,995 -13%
EWM
182
Evercore Wealth Management
New York
$846K – – –
CIAS
183
Capital Investment Advisory Services
North Carolina
$820K +$13.5K +435 +2%
WWM
184
Windsor Wealth Management
Indiana
$816K -$295K -9,280 -27%
HWM
185
HB Wealth Management
Georgia
$790K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$785K -$17.8K -575 -2%
AIA
187
AIMZ Investment Advisors
California
$776K – – –
AA
188
Ancora Advisors
Ohio
$771K – – –
KWM
189
Kaydan Wealth Management
Michigan
$763K -$51.2K -1,650 -6%
WP
190
WealthShield Partners
North Carolina
$752K -$32K -1,030 -4%
CA
191
Cetera Advisors
Colorado
$748K -$141K -4,545 -16%
GVAG
192
Great Valley Advisor Group
Delaware
$737K – – –
WCF
193
West Coast Financial
California
$717K -$5.43K -175 -0.8%
AC
194
Abbrea Capital
California
$696K – – –
RAG
195
RIA Advisory Group
Iowa
$696K +$696K +22,425 New
Stifel Financial
196
Stifel Financial
Missouri
$695K -$61.1K -1,970 -8%
AF
197
Apexium Financial
Texas
$683K – – –
AAM
198
Austin Asset Management
Texas
$674K – – –
TA
199
Tiedemann Advisors
New York
$671K – – –
WIM
200
WealthPlan Investment Management
Nebraska
$666K +$1.48K +45 +0.2%
6 7
8
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