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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$447M
2
RA
RFG Advisory
Alabama
$254M
3
Ameriprise
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
Wells Fargo
California
$80M

Top Sellers

1
Invesco
Invesco
Georgia
$132M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
Charles Schwab
California
$949M
5
WA
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Aprio Wealth Management
Georgia
$357K +$242 +6 +0.1%
LSA
302
Lion Street Advisors
Texas
$357K -$145K -3,585 -29%
SIC
303
Salem Investment Counselors
North Carolina
$355K – – –
HPC
304
HM Payson & Co
Maine
$351K – – –
Millennium Management
305
Millennium Management
New York
$350K +$350K +8,673 New
KPWS
306
Kestra Private Wealth Services
Texas
$348K -$79K -1,958 -19%
ECM
307
Exchange Capital Management
Michigan
$346K – – –
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
$346K +$346K +8,578 New
NG
309
NWK Group
California
$343K – – –
ACA
310
Atlas Capital Advisors
Wyoming
$340K +$10.1K +250 +3%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$340K – – –
CPIG
312
Chicago Partners Investment Group
Illinois
$338K +$10.5K +258 +3%
SC
313
Steph & Co
Wisconsin
$338K – – –
AWP
314
Abacus Wealth Partners
California
$332K -$31.1K -770 -9%
CA
315
Claro Advisors
Massachusetts
$331K – – –
CIA
316
Capital Investment Advisors
Georgia
$325K +$17.2K +426 +6%
ITIM
317
Indiana Trust & Investment Management
Indiana
$323K – – –
WP
318
WMS Partners
Maryland
$322K +$66.5K +1,648 +26%
KeyBank National Association
319
KeyBank National Association
Ohio
$317K +$317K +7,850 New
FA
320
Financial Alternatives
California
$317K -$14.2K -353 -4%
CPCP
321
Cedar Point Capital Partners
Iowa
$314K +$106K +2,629 +51%
ASN
322
Advisory Services Network
Georgia
$313K +$2.62K +65 +0.8%
GAA
323
Global Assets Advisory
Florida
$308K – – –
OPA
324
Old Port Advisors
Maine
$308K – – –
SWA
325
SOA Wealth Advisors
New York
$303K +$1.49K +37 +0.5%
11 12
13
14 15