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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

397 hedge funds and large institutions have $3.89B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-4
Holders Change %
-1%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.46%
New
29
Increased
122
Reduced
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$873M
2
FWM
2
Frontier Wealth Management
Missouri
$9.4M
3
EH
3
Equitable Holdings
New York
$25.8M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.5M
5
GT
5
Glenmede Trust
Pennsylvania
$11.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
FZCM
3
Flynn Zito Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$165M
5
SFS
5
Solitude Financial Services
Virginia
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$873M +$416M +14,041,780 +91%
Bank of America
2
Bank of America
North Carolina
$303M -$6.52M -220,125 -2%
Ameriprise
3
Ameriprise
Minnesota
$217M -$2.26M -76,285 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$165M -$9.83M -331,735 -6%
Invesco
5
Invesco
Georgia
$165M -$11.3M -382,300 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$163M -$19M -642,260 -10%
WA
7
Waverly Advisors
Alabama
$144M +$216K +7,280 +0.1%
RA
8
RFG Advisory
Alabama
$115M -$3.17M -100,620 -3%
Morgan Stanley
9
Morgan Stanley
New York
$90.7M -$476K -16,065 -0.5%
BWM
10
Baystate Wealth Management
Massachusetts
$87.7M +$2.97M +100,250 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$70.4M +$1.43M +48,160 +2%
AIA
12
Arbor Investment Advisors
North Carolina
$66.2M +$3.73M +125,700 +6%
LPL Financial
13
LPL Financial
California
$64.8M +$918K +30,970 +1%
LW
14
Linscomb Wealth
Texas
$64M +$2.56M +86,335 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$52.5M -$5.21M -175,765 -9%
RVPG
16
Relative Value Partners Group
$45.8M -$147K -4,685 -0.3%
DADC
17
D.A. Davidson & Co
Montana
$44M +$1.01M +34,215 +2%
ME
18
McIlrath & Eck
Washington
$42.9M -$6.37K -215 -0%
KAS
19
Kestra Advisory Services
Texas
$36M -$1.24M -41,795 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$34.6M +$755K +25,350 +2%
HCP
21
Holt Capital Partners
Texas
$34.2M -$210K -7,100 -0.6%
CC
22
Callan Capital
California
$32.3M -$807K -27,225 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$29.8M -$91.1K -3,075 -0.3%
SF
24
Synovus Financial
Georgia
$28.5M +$1.01M +34,145 +4%
GC
25
Grimes & Company
Massachusetts
$27.7M -$301K -10,155 -1%
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