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

Top Sellers

1
Invesco
Invesco
Georgia
$174M
2
MWM
Merriman Wealth Management
Washington
$0
3
PFO
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
Charles Schwab Investment Advisory
California
$803M
5
PAG
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
301
Sightline Wealth Advisors
Connecticut
$275K +$1.41K +45 +0.5%
CWM
302
Cahaba Wealth Management
Georgia
$273K – – –
MIA
303
Milestone Investment Advisors
Wisconsin
$272K +$470 +15 +0.2%
SC
304
Steph & Co
Wisconsin
$269K – – –
NG
305
NWK Group
California
$267K – – –
TC
306
Telemus Capital
Michigan
$266K – – –
HNB
307
Huntington National Bank
Ohio
$261K -$305K – –
AWM
308
Aprio Wealth Management
Georgia
$254K -$1.1K -35 -0.4%
AWA
309
Arete Wealth Advisors
Illinois
$249K +$249K +7,945 New
MSAM
310
Moloney Securities Asset Management
Missouri
$239K +$1.1K +35 +0.5%
MA
311
MBA Advisors
Pennsylvania
$238K -$8.31K -265 -3%
CPIG
312
Chicago Partners Investment Group
Illinois
$237K – – –
FPCG
313
Forum Private Client Group
Indiana
$230K -$3.61K -115 -2%
IWC
314
Integrated Wealth Concepts
Massachusetts
$229K +$229K +7,300 New
SWA
315
SOA Wealth Advisors
New York
$228K +$470 +15 +0.2%
ASN
316
Advisory Services Network
Georgia
$222K – – –
MAG
317
Mayfair Advisory Group
Alabama
$213K +$7.92K +250 +4%
PA
318
Parallel Advisors
California
$209K – – –
GWSG
319
GPS Wealth Strategies Group
Colorado
$205K +$205K +6,520 New
MMPW
320
Mitchell McLeod Pugh & Williams
Alabama
$204K – – –
SIA
321
Schechter Investment Advisors
Michigan
$203K -$3.14K -100 -2%
CAC
322
Certified Advisory Corp
Florida
$202K +$202K +6,450 New
BlackRock
323
BlackRock
New York
$198K -$1.1K -35 -0.6%
FWP
324
FAS Wealth Partners
Kansas
$182K +$627 +20 +0.3%
CIA
325
Cape Investment Advisory
Georgia
$181K +$181K +5,775 New
11 12
13
14 15