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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.9M
2
HCP
Holt Capital Partners
Texas
+$18M
3
RA
RFG Advisory
Alabama
+$16.5M
4
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.82M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.51M
3
Charles Schwab
Charles Schwab
California
-$4.86M
4
WA
Waverly Advisors
Alabama
-$4.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
Western Wealth Management
Colorado
$658K -$35.8K -881 -5%
PWM
227
Paulson Wealth Management
Illinois
$658K -$108K -2,650 -14%
WCWM
228
Willow Creek Wealth Management
California
$642K – – –
CAC
229
Certified Advisory Corp
Florida
$637K +$284 +7 +0%
Brown Advisory
230
Brown Advisory
Maryland
$628K – – –
D
231
Diversified
Delaware
$625K -$60.1K -1,479 -9%
DE
232
Diversified Enterprises
Delaware
$625K +$625K +15,387 New
Natixis Advisors
233
Natixis Advisors
Massachusetts
$624K -$19.6K -483 -3%
FFO
234
Fortitude Family Office
Arizona
$621K – – –
PIA
235
Perennial Investment Advisors
California
$618K – – –
Empower Advisory Group
236
Empower Advisory Group
Colorado
$614K -$16.5K -405 -3%
EWM
237
Echo Wealth Management
Minnesota
$606K -$72.2K -1,776 -11%
PFP
238
Pinnacle Financial Partners
Tennessee
$601K +$41 +1 +0%
GA
239
GSG Advisors
New Jersey
$596K – – –
TCBWMS
240
Texas Capital Bank Wealth Management Services
Texas
$591K – – –
Legacy Financial Group (Iowa)
241
Legacy Financial Group (Iowa)
Iowa
$588K – – –
ACP
242
Aveo Capital Partners
Colorado
$583K +$1.18K +29 +0.2%
FCM
243
Firestone Capital Management
Florida
$579K – – –
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
$568K +$122K +3,000 +27%
SWM
245
Spire Wealth Management
Virginia
$565K -$93.8K -2,309 -14%
FM
246
Foster & Motley
Ohio
$541K -$13.9K -343 -3%
RAG
247
RIA Advisory Group
Iowa
$511K +$511K +12,568 New
CFS
248
CRA Financial Services
New Jersey
$507K -$15.2K -375 -3%
LSA
249
Lion Street Advisors
Texas
$505K -$22.6K -555 -4%
SFP
250
Sandbox Financial Partners
Maryland
$505K +$1.42K +35 +0.3%
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10
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