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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
Commonwealth Equity Services
Massachusetts
$82.7M
2
FZCM
Flynn Zito Capital Management
New York
$13M
3
Invesco
Invesco
Georgia
$167M
4
PFO
Pathstone Family Office
New Jersey
$17.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$724M
2
Morgan Stanley
Morgan Stanley
New York
$62.8M
3
Bank of America
Bank of America
North Carolina
$267M
4
RA
RFG Advisory
Alabama
$98.1M
5
HCP
Holt Capital Partners
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Apexium Financial
Texas
$610K +$610K +21,995 New
SC
202
Sinecera Capital
Texas
$609K – – –
GC
203
Gratus Capital
Georgia
$603K -$140K -5,030 -19%
CFG
204
Cooper Financial Group
California
$603K +$603K +21,735 New
BWA
205
Burt Wealth Advisors
Maryland
$602K +$289K +10,420 +92%
TA
206
Tiedemann Advisors
New York
$600K – – –
OMC
207
Old Mission Capital
Illinois
$583K +$583K +21,000 New
RJT
208
Raymond James Trust
Florida
$573K -$44.9K -1,620 -7%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$563K – – –
SHFA
210
SC&H Financial Advisors
Maryland
$557K +$693 +25 +0.1%
SPFA
211
Summit Place Financial Advisors
New Jersey
$555K – – –
CIBC World Market
212
CIBC World Market
Ontario, Canada
$552K -$33.1K -1,195 -6%
CB
213
Cadence Bank
Mississippi
$548K +$548K +19,750 New
CL
214
COWA LLC
Oklahoma
$540K -$29.8K -550 -5%
MFG
215
Merit Financial Group
Georgia
$533K -$18.6K -670 -3%
PWM
216
Paulson Wealth Management
Illinois
$523K – – –
GA
217
Geller Advisors
New York
$516K -$252K -9,095 -33%
BJL
218
Brighton Jones LLC
Washington
$509K +$17.1K +615 +3%
CAM
219
Cresset Asset Management
Illinois
$502K +$8.73K +315 +2%
Brown Advisory
220
Brown Advisory
Maryland
$490K – – –
SFG
221
Sovereign Financial Group
Connecticut
$480K +$48.4K +1,745 +11%
TWP
222
Transparent Wealth Partners
Arkansas
$478K – – –
JPMorgan Chase & Co
223
JPMorgan Chase & Co
New York
$469K -$1.94K -70 -0.4%
PWA
224
Pillar Wealth Advisors
Pennsylvania
$437K – – –
Citadel Advisors
225
Citadel Advisors
Florida
$434K +$106K +3,835 +32%
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