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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
Mariner
Kansas
$110M
2
GA
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24M
4
KAS
Kestra Advisory Services
Texas
$62.4M
5
RA
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$84.2M
2
CSIA
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
Ameriprise
Minnesota
$243M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
251
Raymond James Trust
Florida
$513K -$282K -7,320 -35%
T
252
TrueFG
Texas
$507K – – –
WG
253
Welch Group
Alabama
$496K +$57K +1,482 +13%
CFS
254
CRA Financial Services
New Jersey
$494K – – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$493K – – –
TRCT
256
Tower Research Capital (TRC)
New York
$488K +$466K +12,104 +2,124%
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$477K -$10.2K -265 -2%
ECM
258
Evergreen Capital Management
Washington
$476K – – –
SFP
259
Sandbox Financial Partners
Maryland
$476K +$1.23K +32 +0.3%
CCA
260
Cobblestone Capital Advisors
New York
$474K – – –
KPWS
261
Kestra Private Wealth Services
Texas
$470K +$3.81K +99 +0.8%
RSWA
262
Robinson Smith Wealth Advisors
Maine
$469K – – –
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$464K -$41.6K -1,080 -8%
BB
264
Busey Bank
Illinois
$464K – – –
SHF
265
Stage Harbor Financial
Massachusetts
$456K – – –
Bank of New York Mellon
266
Bank of New York Mellon
New York
$453K -$5.04K -131 -1%
CWS
267
Confluence Wealth Services
Pennsylvania
$435K +$67.2K +1,748 +18%
VNA
268
Valley National Advisers
Pennsylvania
$434K – – –
SIA
269
Schechter Investment Advisors
Michigan
$428K – – –
USCWA
270
U.S. Capital Wealth Advisors
Texas
$423K – – –
LWM
271
LJI Wealth Management
Indiana
$423K – – –
WAM
272
Weatherly Asset Management
California
$421K – – –
CWM
273
Connecticut Wealth Management
Connecticut
$418K – – –
1WM
274
1900 Wealth Management
Texas
$418K – – –
FTDI
275
First Trust Direct Indexing
Massachusetts
$418K +$418K +10,854 New
9 10
11
12 13