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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
1
Ameriprise
Minnesota
$255M
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
RA
4
RFG Advisory
Alabama
$129M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210M

Top Sellers

1
Invesco
1
Invesco
Georgia
$203M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$201M
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.34M
5
RA
5
RiverTree Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$527M +$36.9M +1,078,915 +8%
Bank of America
2
Bank of America
North Carolina
$357M +$10.3M +301,170 +3%
Ameriprise
3
Ameriprise
Minnesota
$255M +$44.3M +1,288,150 +21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$210M +$13.8M +402,430 +7%
Invesco
5
Invesco
Georgia
$203M -$12.9M -376,420 -6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$201M -$3.61M -105,515 -2%
WA
7
Waverly Advisors
Alabama
$166M +$2.32M +68,020 +1%
RA
8
RFG Advisory
Alabama
$129M +$14.4M +420,625 +13%
Morgan Stanley
9
Morgan Stanley
New York
$105M +$30.9M +904,455 +42%
BWM
10
Baystate Wealth Management
Massachusetts
$97.7M +$5.2M +152,215 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$79.5M +$892K +26,095 +1%
LPL Financial
12
LPL Financial
California
$73.6M +$8.18M +239,415 +13%
AIA
13
Arbor Investment Advisors
North Carolina
$72M +$3.12M +91,350 +5%
LW
14
Linscomb Wealth
Texas
$70.8M +$5.81M +169,940 +9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$66.5M +$1.56M +45,630 +2%
RVPG
16
Relative Value Partners Group
$49.9M +$175K +5,115 +0.4%
DADC
17
D.A. Davidson & Co
Montana
$49.5M -$1.29M -37,730 -3%
ME
18
McIlrath & Eck
Washington
$49.5M -$478K -13,980 -1%
KAS
19
Kestra Advisory Services
Texas
$43M -$1.07M -31,330 -2%
HCP
20
Holt Capital Partners
Texas
$39.7M -$928K -27,150 -2%
CC
21
Callan Capital
California
$38.1M -$728K -21,315 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$34.5M +$1.66M +48,450 +5%
GC
23
Grimes & Company
Massachusetts
$32.3M -$833K -24,370 -3%
SF
24
Synovus Financial
Georgia
$31.6M +$421K +12,325 +1%
UBS Group
25
UBS Group
Switzerland
$31.3M -$346K -10,135 -1%
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