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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 %
SFS
251
Solitude Financial Services
Virginia
$557K -$121K -3,000 -18%
SWM
252
Spire Wealth Management
Virginia
$548K -$13.4K -332 -2%
SA
253
Sovran Advisors
California
$537K +$537K +13,252 New
FM
254
Foster & Motley
Ohio
$534K -$2.86K -71 -0.5%
DE
255
Diversified Enterprises
Delaware
$521K -$100K -2,481 -16%
HC
256
Hara Capital
Washington
$509K +$255K +6,310 +100%
SFP
257
Sandbox Financial Partners
Maryland
$503K +$1.53K +38 +0.3%
CFS
258
CRA Financial Services
New Jersey
$503K – – –
ECM
259
Evergreen Capital Management
Washington
$500K – – –
SIA
260
Schechter Investment Advisors
Michigan
$498K – – –
CCA
261
Cobblestone Capital Advisors
New York
$497K – – –
RSWA
262
Robinson Smith Wealth Advisors
Maine
$492K – – –
RAG
263
RIA Advisory Group
Iowa
$491K -$15.7K -390 -3%
BB
264
Busey Bank
Illinois
$486K – – –
CIA
265
Choate Investment Advisors
Massachusetts
$484K +$484K +12,000 New
CA
266
Clearstead Advisors
Ohio
$484K +$81 +2 +0%
SHF
267
Stage Harbor Financial
Massachusetts
$478K – – –
CWS
268
Confluence Wealth Services
Pennsylvania
$476K – – –
T
269
TrueFG
Texas
$474K -$6.98K -173 -1%
RWP
270
Revolve Wealth Partners
New Jersey
$469K +$469K +11,623 New
CFP
271
Catalyst Financial Partners
Massachusetts
$462K +$31.1K +772 +7%
VNA
272
Valley National Advisers
Pennsylvania
$455K – – –
IA
273
Integrity Alliance
Iowa
$448K +$448K +11,095 New
LWM
274
LJI Wealth Management
Indiana
$444K – – –
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$437K – – –
9 10
11
12 13