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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$154M
2
Bank of America
Bank of America
North Carolina
$381M
3
SI
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
Invesco
Georgia
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$192M
5
ME
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
251
Pinnacle Financial Partners
Tennessee
$480K -$12.7K -361 -3%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$473K +$473K +13,434 New
T
253
TrueFG
Texas
$464K – – –
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$464K +$424 +12 +0.1%
CFS
255
CRA Financial Services
New Jersey
$452K -$1.76K -50 -0.4%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$451K – – –
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$446K – – –
ECM
258
Evergreen Capital Management
Washington
$436K -$50.4K -1,432 -10%
SFP
259
Sandbox Financial Partners
Maryland
$434K +$1.37K +39 +0.3%
CCA
260
Cobblestone Capital Advisors
New York
$433K – – –
RSWA
261
Robinson Smith Wealth Advisors
Maine
$429K +$429K +12,193 New
KPWS
262
Kestra Private Wealth Services
Texas
$426K +$426K +12,108 New
BB
263
Busey Bank
Illinois
$424K – – –
Bank of New York Mellon
264
Bank of New York Mellon
New York
$419K +$42.8K +1,215 +11%
SHF
265
Stage Harbor Financial
Massachusetts
$417K +$417K +11,846 New
EWA
266
EP Wealth Advisors
California
$412K -$135K -3,842 -25%
WG
267
Welch Group
Alabama
$401K +$57.7K +1,640 +17%
VNA
268
Valley National Advisers
Pennsylvania
$397K -$83.9K -2,390 -17%
SIA
269
Schechter Investment Advisors
Michigan
$392K – – –
USCWA
270
U.S. Capital Wealth Advisors
Texas
$387K +$35.4K +1,005 +10%
LWM
271
LJI Wealth Management
Indiana
$387K – – –
WAM
272
Weatherly Asset Management
California
$385K – – –
CWM
273
Connecticut Wealth Management
Connecticut
$382K – – –
1WM
274
1900 Wealth Management
Texas
$382K – – –
BFC
275
Blue Fin Capital
Rhode Island
$369K -$4.54K -129 -1%
9 10
11
12 13