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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 %
WP
201
WealthPLAN Partners
Nebraska
$664K +$664K +20,240 New
M&T Bank
202
M&T Bank
New York
$656K -$55.9K -1,800 -8%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$651K +$34K +1,095 +6%
RJT
204
Raymond James Trust
Florida
$641K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$640K +$21.1K +650 +3%
MSFS
206
Main Street Financial Solutions
Pennsylvania
$630K – – –
MFG
207
Merit Financial Group
Georgia
$629K +$32.7K +1,055 +5%
SHFA
208
SC&H Financial Advisors
Maryland
$625K +$1.86K +60 +0.3%
GC
209
Gratus Capital
Georgia
$625K -$48.9K -1,575 -7%
CB
210
Cadence Bank
Mississippi
$621K +$8.22K +265 +1%
SPFA
211
Summit Place Financial Advisors
New Jersey
$621K – – –
SC
212
Sinecera Capital
Texas
$619K -$74.8K -2,365 -11%
SFG
213
Sovereign Financial Group
Connecticut
$594K +$56.8K +1,830 +11%
PWM
214
Paulson Wealth Management
Illinois
$584K – – –
EWM
215
Empirical Wealth Management
Washington
$584K +$120K +3,870 +26%
GA
216
Geller Advisors
New York
$577K – – –
AIP
217
Almanack Investment Partners
Pennsylvania
$575K +$575K +18,530 New
BJL
218
Brighton Jones LLC
Washington
$553K -$15.2K -490 -3%
CAM
219
Cresset Asset Management
Illinois
$549K – – –
Brown Advisory
220
Brown Advisory
Maryland
$548K – – –
CFG
221
Cooper Financial Group
California
$540K -$134K -4,320 -20%
TRCT
222
Tower Research Capital (TRC)
New York
$517K +$220K +7,095 +74%
WWM
223
Western Wealth Management
Colorado
$491K +$176K +5,660 +56%
WCWM
224
Willow Creek Wealth Management
California
$490K +$490K +15,805 New
PWA
225
Pillar Wealth Advisors
Pennsylvania
$489K – – –
7 8
9
10 11