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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
Mariner
Kansas
$110M
2
GA
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24M
4
KAS
Kestra Advisory Services
Texas
$62.4M
5
RA
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$84.2M
2
CSIA
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
Ameriprise
Minnesota
$243M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
276
Scotia Capital
Ontario, Canada
$417K -$660K -17,165 -61%
MFA
277
Morling Financial Advisors
California
$416K +$416K +10,820 New
BFC
278
Blue Fin Capital
Rhode Island
$403K – – –
TC
279
TownSquare Capital
Utah
$403K +$403K +10,465 New
RC
280
Roundview Capital
New Jersey
$394K -$4.89K -127 -1%
YIH
281
Y-Intercept (HK)
Hong Kong
$392K +$392K +10,199 New
VHAM
282
Van Hulzen Asset Management
California
$392K +$884 +23 +0.2%
HNB
283
Huntington National Bank
Ohio
$378K -$267K – –
SSC
284
Syverson Strege & Co
Iowa
$377K -$4.19K -109 -1%
PCMC
285
Paragon Capital Management (Colorado)
Colorado
$371K +$371K +9,635 New
SQA
286
Simon Quick Advisors
New Jersey
$368K +$1.46K +38 +0.4%
National Bank of Canada
287
National Bank of Canada
Quebec, Canada
$363K +$19K +500 +6%
SIC
288
Salem Investment Counselors
North Carolina
$358K – – –
SFS
289
Summit Financial Strategies
Ohio
$355K – – –
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$354K -$11.3K -295 -3%
AWS
291
Atria Wealth Solutions
New York
$351K +$1.23K +32 +0.4%
AWP
292
Abacus Wealth Partners
California
$346K – – –
PW
293
Peninsula Wealth
California
$346K – – –
TWM
294
Tradition Wealth Management
Minnesota
$345K – – –
SWA
295
Sightline Wealth Advisors
Connecticut
$344K +$1.46K +38 +0.4%
GWS
296
Glassman Wealth Services
Virginia
$342K – – –
AWM
297
Aprio Wealth Management
Georgia
$341K +$36.5K +950 +12%
MG
298
Mather Group
Illinois
$339K – – –
HPC
299
HM Payson & Co
Maine
$335K – – –
DTC
300
Davidson Trust Company
Washington
$334K -$19.2K -499 -5%
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12
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