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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$154M
2
Bank of America
Bank of America
North Carolina
$381M
3
SI
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
Invesco
Georgia
$144M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$192M
5
ME
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
276
Roundview Capital
New Jersey
$365K -$1.65K -47 -0.5%
VHAM
277
Van Hulzen Asset Management
California
$358K +$985 +28 +0.3%
Jane Street
278
Jane Street
New York
$352K +$352K +10,000 New
CA
279
Continuum Advisory
Idaho
$350K -$14.7K -417 -4%
ARC
280
Advisor Resource Council
Texas
$349K +$349K +9,918 New
SSC
281
Syverson Strege & Co
Iowa
$349K +$528 +15 +0.2%
IAS
282
Insigneo Advisory Services
Florida
$344K – – –
MG
283
Mather Group
Illinois
$339K -$27.1K -771 -7%
CWS
284
Confluence Wealth Services
Pennsylvania
$337K – – –
SQA
285
Simon Quick Advisors
New Jersey
$335K +$1.58K +45 +0.5%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$334K – – –
SIC
287
Salem Investment Counselors
North Carolina
$327K – – –
SFS
288
Summit Financial Strategies
Ohio
$325K – – –
CCM
289
Carlson Capital Management
Minnesota
$324K – – –
DTC
290
Davidson Trust Company
Washington
$324K +$45K +1,279 +16%
GCP
291
GSA Capital Partners
United Kingdom
$320K +$320K +9,082 New
AWS
292
Atria Wealth Solutions
New York
$320K +$6.65K +189 +2%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$318K -$8.63K -245 -3%
PW
294
Peninsula Wealth
California
$317K – – –
AWP
295
Abacus Wealth Partners
California
$317K – – –
TWM
296
Tradition Wealth Management
Minnesota
$316K – – –
SWA
297
Sightline Wealth Advisors
Connecticut
$313K +$1.58K +45 +0.5%
GWS
298
Glassman Wealth Services
Virginia
$313K – – –
HPC
299
HM Payson & Co
Maine
$306K -$202K -5,740 -40%
CWM
300
Cahaba Wealth Management
Georgia
$306K -$5.81K -165 -2%
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