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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$342K – – –
SC
302
Steph & Co
Wisconsin
$340K – – –
CA
303
Claro Advisors
Massachusetts
$334K – – –
FA
304
Financial Alternatives
California
$333K -$18.4K -452 -5%
ACA
305
Atlas Capital Advisors
Wyoming
$333K – – –
CPIG
306
Chicago Partners Investment Group
Illinois
$330K +$122 +3 +0%
ITIM
307
Indiana Trust & Investment Management
Indiana
$325K – – –
CWM
308
Cahaba Wealth Management
Georgia
$321K -$21.3K -525 -6%
CIA
309
Capital Investment Advisors
Georgia
$310K +$68.3K +1,680 +28%
OPA
310
Old Port Advisors
Maine
$310K +$6.7K +165 +2%
Citadel Advisors
311
Citadel Advisors
Florida
$310K +$22K +541 +8%
GAA
312
Global Assets Advisory
Florida
$309K +$309K +7,650 New
DTC
313
Davidson Trust Company
Washington
$309K +$309K +7,615 New
CWP
314
Curated Wealth Partners
California
$305K – – –
SWA
315
SOA Wealth Advisors
New York
$303K +$1.38K +34 +0.5%
FNBT
316
FineMark National Bank & Trust
Florida
$302K – – –
MWM
317
Mission Wealth Management
California
$300K +$10.8K +265 +4%
CWM
318
Collaborative Wealth Management
Florida
$299K – – –
RWM
319
Revisor Wealth Management
Ohio
$295K – – –
ASN
320
Advisory Services Network
Georgia
$292K – – –
PA
321
Parallel Advisors
California
$291K +$20.5K +505 +8%
FG
322
Foster Group
Iowa
$288K +$288K +7,096 New
PS
323
Principal Securities
Iowa
$287K – – –
SIMG
324
Sonora Investment Management Group
Arizona
$284K +$284K +6,980 New
TF
325
Trek Financial
Arizona
$283K – – –
11 12
13
14 15