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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.9M
2
HCP
Holt Capital Partners
Texas
+$18M
3
RA
RFG Advisory
Alabama
+$16.5M
4
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.82M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.51M
3
Charles Schwab
Charles Schwab
California
-$4.86M
4
WA
Waverly Advisors
Alabama
-$4.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
TownSquare Capital
Utah
$425K – – –
RC
277
Roundview Capital
New Jersey
$416K – – –
BFC
278
Blue Fin Capital
Rhode Island
$414K – – –
BI
279
Beckerman Institutional
New Jersey
$408K +$408K +10,036 New
HNB
280
Huntington National Bank
Ohio
$399K -$373K – –
SQA
281
Simon Quick Advisors
New Jersey
$392K +$1.63K +40 +0.4%
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$387K – – –
TRCT
283
Tower Research Capital (TRC)
New York
$385K +$75.3K +1,853 +24%
ACA
284
Aptus Capital Advisors
Alabama
$377K +$125K +3,070 +49%
SFS
285
Summit Financial Strategies
Ohio
$375K – – –
SSC
286
Syverson Strege & Co
Iowa
$374K -$24.8K -611 -6%
AWS
287
Atria Wealth Solutions
New York
$373K +$1.42K +35 +0.4%
PW
288
Peninsula Wealth
California
$372K – – –
WG
289
Welch Group
Alabama
$370K -$116K -2,866 -24%
SWA
290
Sightline Wealth Advisors
Connecticut
$367K +$1.67K +41 +0.5%
AWP
291
Abacus Wealth Partners
California
$366K – – –
TWM
292
Tradition Wealth Management
Minnesota
$365K – – –
GWS
293
Glassman Wealth Services
Virginia
$362K – – –
MG
294
Mather Group
Illinois
$361K -$332K -8,159 -48%
AWM
295
Aprio Wealth Management
Georgia
$360K – – –
SIC
296
Salem Investment Counselors
North Carolina
$358K – – –
IAS
297
Insigneo Advisory Services
Florida
$355K -$2.84K -70 -0.8%
HPC
298
HM Payson & Co
Maine
$353K – – –
ECM
299
Exchange Capital Management
Michigan
$349K – – –
NG
300
NWK Group
California
$345K – – –
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