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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$11.6M
2
BWM
2
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
4
RFG Advisory
Alabama
$132M
5
FZCM
5
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$174M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
PFO
3
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
4
Charles Schwab Investment Advisory
California
$803M
5
PAG
5
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$317K -$24.9K -795 -7%
VHAM
277
Van Hulzen Asset Management
California
$317K +$942 +30 +0.3%
RC
278
Roundview Capital
New Jersey
$314K – – –
USCWA
279
U.S. Capital Wealth Advisors
Texas
$314K +$314K +10,000 New
CG
280
Colony Group
Massachusetts
$312K – – –
JIC
281
Johnson Investment Counsel
Ohio
$311K +$311K +9,910 New
DTC
282
Davidson Trust Company
Washington
$303K +$6.9K +220 +2%
CWS
283
Confluence Wealth Services
Pennsylvania
$300K – – –
WSTAM
284
Wilbanks Smith & Thomas Asset Management
Virginia
$298K +$298K +9,490 New
B
285
Bridgeworth
Alabama
$297K -$5.8K -185 -2%
AWS
286
Atria Wealth Solutions
New York
$295K -$3.76K -120 -1%
SQA
287
Simon Quick Advisors
New Jersey
$295K -$2.2K -70 -0.7%
SIC
288
Salem Investment Counselors
North Carolina
$292K +$292K +9,300 New
GWS
289
Glassman Wealth Services
Virginia
$291K +$14.7K +470 +5%
SFS
290
Summit Financial Strategies
Ohio
$290K – – –
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$289K – – –
CCM
292
Carlson Capital Management
Minnesota
$289K – – –
OPA
293
Old Port Advisors
Maine
$287K – – –
ACA
294
Atlas Capital Advisors
Wyoming
$287K – – –
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$283K -$6.27K -200 -2%
FA
296
Financial Alternatives
California
$283K – – –
PW
297
Peninsula Wealth
California
$283K +$627 +20 +0.2%
TWM
298
Tradition Wealth Management
Minnesota
$281K +$281K +8,975 New
AWP
299
Abacus Wealth Partners
California
$281K – – –
CWM
300
Collaborative Wealth Management
Florida
$280K -$25.4K -810 -8%
10 11
12
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