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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
RFG Advisory
Alabama
$155M
2
Invesco
Invesco
Georgia
$196M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
Wells Fargo
California
$42.8M

Top Sellers

1
CL
COWA LLC
Oklahoma
$332K
2
CSIA
Charles Schwab Investment Advisory
California
$821M
3
BWM
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
276
Roundview Capital
New Jersey
$328K – – –
USCWA
277
U.S. Capital Wealth Advisors
Texas
$327K – – –
CG
278
Colony Group
Massachusetts
$326K +$164 +5 +0.1%
SSC
279
Syverson Strege & Co
Iowa
$324K -$32.7K -1,000 -9%
CWS
280
Confluence Wealth Services
Pennsylvania
$313K – – –
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
$311K – – –
SQA
282
Simon Quick Advisors
New Jersey
$309K +$1.15K +35 +0.4%
DTC
283
Davidson Trust Company
Washington
$307K -$9.32K -285 -3%
SIC
284
Salem Investment Counselors
North Carolina
$304K – – –
SFS
285
Summit Financial Strategies
Ohio
$302K – – –
IWC
286
Integrated Wealth Concepts
Massachusetts
$302K +$63.2K +1,930 +26%
National Bank of Canada
287
National Bank of Canada
Quebec, Canada
$301K – – –
CCM
288
Carlson Capital Management
Minnesota
$301K – – –
GWS
289
Glassman Wealth Services
Virginia
$301K -$2.62K -80 -0.9%
ACA
290
Atlas Capital Advisors
Wyoming
$300K – – –
RPGK
291
Retirement Planning Group (Kansas)
Kansas
$298K -$90.3K -2,760 -23%
PW
292
Peninsula Wealth
California
$295K -$655 -20 -0.2%
AWP
293
Abacus Wealth Partners
California
$295K – – –
TWM
294
Tradition Wealth Management
Minnesota
$294K – – –
FA
295
Financial Alternatives
California
$293K -$2.62K -80 -0.9%
CWM
296
Collaborative Wealth Management
Florida
$292K – – –
AWS
297
Atria Wealth Solutions
New York
$287K -$20.9K -640 -7%
CWM
298
Cahaba Wealth Management
Georgia
$285K – – –
SC
299
Steph & Co
Wisconsin
$284K +$3.6K +110 +1%
ECM
300
Exchange Capital Management
Michigan
$281K +$281K +8,580 New
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12
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