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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
1
Commonwealth Equity Services
Massachusetts
$82.7M
2
FZCM
2
Flynn Zito Capital Management
New York
$13M
3
Invesco
3
Invesco
Georgia
$167M
4
PFO
4
Pathstone Family Office
New Jersey
$17.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.8M
3
Bank of America
3
Bank of America
North Carolina
$267M
4
RA
4
RFG Advisory
Alabama
$98.1M
5
HCP
5
Holt Capital Partners
Texas
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$724M -$94.3M -3,395,940 -12%
Bank of America
2
Bank of America
North Carolina
$267M -$17.1M -615,230 -6%
Ameriprise
3
Ameriprise
Minnesota
$206M +$2.03M +73,055 +1%
Invesco
4
Invesco
Georgia
$167M +$12.9M +464,825 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$154M -$79.9K -2,880 -0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$152M -$367K -13,235 -0.2%
WA
7
Waverly Advisors
Alabama
$138M +$2.52M +90,870 +2%
RA
8
RFG Advisory
Alabama
$98.1M -$15.9M -512,690 -14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$82.7M +$16.8M +604,995 +25%
BWM
10
Baystate Wealth Management
Massachusetts
$81.5M -$606K -21,820 -0.7%
LPL Financial
11
LPL Financial
California
$66.8M +$6.1M +219,930 +10%
Morgan Stanley
12
Morgan Stanley
New York
$62.8M -$22.1M -797,935 -26%
LW
13
Linscomb Wealth
Texas
$61.8M +$1.83M +65,765 +3%
AIA
14
Arbor Investment Advisors
North Carolina
$60M -$1.97M -71,015 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$51.3M +$2.15M +77,540 +4%
DADC
16
D.A. Davidson & Co
Montana
$42.2M +$1.08M +38,975 +3%
ME
17
McIlrath & Eck
Washington
$41.4M +$1.15M +41,335 +3%
RVPG
18
Relative Value Partners Group
$40.2M -$217K -7,820 -0.5%
KAS
19
Kestra Advisory Services
Texas
$37.4M +$3.66M +131,985 +11%
Osaic Holdings
20
Osaic Holdings
Arizona
$32.8M +$527K +18,985 +2%
CC
21
Callan Capital
California
$30.6M +$410K +14,790 +1%
SF
22
Synovus Financial
Georgia
$28.4M +$1.77M +63,755 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$28.4M +$4.34M +156,525 +18%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28.3M +$423K +15,255 +2%
EH
25
Equitable Holdings
New York
$27.7M +$3.53M +127,020 +15%
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