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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 %
ECM
251
Evergreen Capital Management
Washington
$503K – – –
SIA
252
Schechter Investment Advisors
Michigan
$501K – – –
CCA
253
Cobblestone Capital Advisors
New York
$500K – – –
EWM
254
Elevatus Welath Management
New York
$497K +$497K +12,235 New
RSWA
255
Robinson Smith Wealth Advisors
Maine
$495K – – –
BB
256
Busey Bank
Illinois
$490K – – –
CA
257
Clearstead Advisors
Ohio
$487K +$41 +1 +0%
SHF
258
Stage Harbor Financial
Massachusetts
$484K – – –
T
259
TrueFG
Texas
$484K – – –
VNA
260
Valley National Advisers
Pennsylvania
$459K – – –
CWS
261
Confluence Wealth Services
Pennsylvania
$459K -$569 -14 -0.1%
FTDI
262
First Trust Direct Indexing
Massachusetts
$450K – – –
LWM
263
LJI Wealth Management
Indiana
$447K – – –
CCG
264
Cypress Capital Group
Florida
$447K +$447K +11,000 New
WAM
265
Weatherly Asset Management
California
$444K – – –
CWM
266
Connecticut Wealth Management
Connecticut
$441K – – –
RJT
267
Raymond James Trust
Florida
$440K – – –
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$440K – – –
MFA
269
Morling Financial Advisors
California
$440K – – –
SC
270
Scotia Capital
Ontario, Canada
$437K +$6.95K +171 +2%
CFP
271
Catalyst Financial Partners
Massachusetts
$434K -$25.6K -629 -6%
IF
272
Intrua Financial
Texas
$432K +$150K +3,696 +53%
KPWS
273
Kestra Private Wealth Services
Texas
$430K +$44.2K +1,087 +11%
DDPIC
274
Deroy & Devereaux Private Investment Counsel
Michigan
$427K +$427K +10,502 New
PTC
275
Private Trust Company
Ohio
$427K -$7.68K -189 -2%
9 10
11
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