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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
RFG Advisory
Alabama
$155M
2
Invesco
Invesco
Georgia
$196M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
Wells Fargo
California
$42.8M

Top Sellers

1
CL
COWA LLC
Oklahoma
$332K
2
CSIA
Charles Schwab Investment Advisory
California
$821M
3
BWM
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
251
CRA Financial Services
New Jersey
$422K – – –
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$419K – – –
CFB
253
Cullen/Frost Bankers
Texas
$409K – – –
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$406K -$62.5K -1,910 -13%
CCA
255
Cobblestone Capital Advisors
New York
$403K – – –
SFP
256
Sandbox Financial Partners
Maryland
$401K +$27.3K +835 +7%
BB
257
Busey Bank
Illinois
$395K – – –
Citigroup
258
Citigroup
New York
$379K +$491 +15 +0.1%
MG
259
Mather Group
Illinois
$373K +$373K +11,410 New
ECM
260
Evergreen Capital Management
Washington
$370K +$370K +11,315 New
LWM
261
LJI Wealth Management
Indiana
$360K +$358K +1,789,150 +16,265%
WAM
262
Weatherly Asset Management
California
$358K -$20.6K -630 -5%
RFC
263
Regions Financial Corp
Alabama
$357K +$357K +10,895 New
CWM
264
Connecticut Wealth Management
Connecticut
$356K – – –
MWM
265
Madison Wealth Management
Ohio
$353K -$8.18K -250 -2%
WANY
266
Wealthspire Advisors (New York)
New York
$351K -$78.9K -2,410 -18%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$350K +$164 +5 +0%
BFC
268
Blue Fin Capital
Rhode Island
$347K – – –
NA
269
NewEdge Advisors
Louisiana
$346K +$5.56K +170 +2%
EWA
270
EP Wealth Advisors
California
$345K -$661K -54,535 -66%
CA
271
Continuum Advisory
Idaho
$337K -$5.89K -180 -2%
IAS
272
Insigneo Advisory Services
Florida
$334K -$77.1K -2,355 -19%
CL
273
COWA LLC
Oklahoma
$332K -$62.3M -1,903,580 -99%
VHAM
274
Van Hulzen Asset Management
California
$331K +$817 +25 +0.2%
PTC
275
Private Trust Company
Ohio
$330K -$17.3K -530 -5%
9 10
11
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