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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
1
RFG Advisory
Alabama
$135M
2
HCP
2
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
3
Wells Fargo
California
$39.3M
4
MWM
4
Merriman Wealth Management
Washington
$10.9M
5
WBG
5
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
1
Summit Financial
New Jersey
$5.27M
2
FA
2
Fermata Advisors
California
$426K
3
CSIA
3
Charles Schwab Investment Advisory
California
$801M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$801M -$7.95M -256,155 -1%
Bank of America
2
Bank of America
North Carolina
$298M -$309K -9,950 -0.1%
Ameriprise
3
Ameriprise
Minnesota
$238M +$7.42M +239,270 +3%
Invesco
4
Invesco
Georgia
$187M +$101K +3,260 +0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$168M -$4.85M -156,250 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$164M -$5.91M -190,555 -3%
WA
7
Waverly Advisors
Alabama
$153M -$1.15M -37,080 -0.7%
RA
8
RFG Advisory
Alabama
$135M +$31.2M +950,220 +30%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$92.7M +$243K +7,835 +0.3%
BWM
10
Baystate Wealth Management
Massachusetts
$90.6M -$534K -17,210 -0.6%
LPL Financial
11
LPL Financial
California
$75.8M +$1.18M +38,120 +2%
LW
12
Linscomb Wealth
Texas
$74M +$4.93M +158,985 +7%
Morgan Stanley
13
Morgan Stanley
New York
$72.6M +$2.42M +78,035 +3%
AIA
14
Arbor Investment Advisors
North Carolina
$68.6M +$1.53M +49,400 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$58.4M +$1.02M +33,020 +2%
DADC
16
D.A. Davidson & Co
Montana
$48.5M +$1.29M +41,670 +3%
ME
17
McIlrath & Eck
Washington
$46.5M +$288K +9,295 +0.6%
RVPG
18
Relative Value Partners Group
$45.3M +$333K +10,720 +0.7%
Wells Fargo
19
Wells Fargo
California
$39.3M +$13.5M +434,440 +52%
Osaic Holdings
20
Osaic Holdings
Arizona
$37.4M +$779K +25,095 +2%
KAS
21
Kestra Advisory Services
Texas
$36.9M -$4.89M -157,555 -12%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$36.4M +$4.64M +149,620 +15%
HCP
23
Holt Capital Partners
Texas
$35.2M +$15.8M +510,000 +82%
CC
24
Callan Capital
California
$34.2M -$73.2K -2,360 -0.2%
SF
25
Synovus Financial
Georgia
$33.1M +$1.32M +42,655 +4%
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