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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$447M
2
RA
RFG Advisory
Alabama
$254M
3
Ameriprise
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
Wells Fargo
California
$80M

Top Sellers

1
Invesco
Invesco
Georgia
$132M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
Charles Schwab
California
$949M
5
WA
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
WealthPlan Investment Management
Nebraska
$737K -$22.2K -550 -3%
MFG
227
Merit Financial Group
Georgia
$726K -$58.1K -1,439 -7%
CFG
228
Chapman Financial Group
Hawaii
$677K +$677K +16,781 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$659K -$16.6K -412 -2%
WWM
230
Western Wealth Management
Colorado
$654K +$686 +17 +0.1%
PWM
231
Paulson Wealth Management
Illinois
$653K – – –
WCWM
232
Willow Creek Wealth Management
California
$638K – – –
CAC
233
Certified Advisory Corp
Florida
$632K +$282 +7 +0%
Empower Advisory Group
234
Empower Advisory Group
Colorado
$630K +$20K +495 +3%
MG
235
Mather Group
Illinois
$629K +$271K +6,725 +76%
MSFS
236
Main Street Financial Solutions
Pennsylvania
$628K -$117K -2,900 -16%
CIAS
237
Capital Investment Advisory Services
North Carolina
$625K -$276K -6,850 -31%
Brown Advisory
238
Brown Advisory
Maryland
$624K – – –
FFO
239
Fortitude Family Office
Arizona
$617K – – –
QWM
240
Quadcap Wealth Management
Texas
$615K +$615K +15,243 New
PIA
241
Perennial Investment Advisors
California
$613K – – –
EWM
242
Echo Wealth Management
Minnesota
$602K -$81 -2 -0%
PFP
243
Pinnacle Financial Partners
Tennessee
$597K – – –
GA
244
GSG Advisors
New Jersey
$594K – – –
WCF
245
West Coast Financial
California
$589K -$88.8K -2,201 -13%
TCBWMS
246
Texas Capital Bank Wealth Management Services
Texas
$587K – – –
Legacy Financial Group (Iowa)
247
Legacy Financial Group (Iowa)
Iowa
$584K – – –
ACP
248
Aveo Capital Partners
Colorado
$580K +$1.25K +31 +0.2%
FCM
249
Firestone Capital Management
Florida
$575K – – –
IF
250
Intrua Financial
Texas
$566K +$138K +3,421 +32%
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