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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$75.9M
2
Bank of America
Bank of America
North Carolina
+$46.3M
3
SI
Saxon Interests
Texas
+$17.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.3M
5
CSIA
Charles Schwab Investment Advisory
California
+$10.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$54M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.92M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.68M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.21M
5
ME
McIlrath & Eck
Washington
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
326
Susquehanna International Group
Pennsylvania
$251K +$251K +7,131 New
IF
327
Intrua Financial
Texas
$251K – – –
ASN
328
Advisory Services Network
Georgia
$249K – – –
EFA
329
Efficient Frontier Advisors
Connecticut
$248K +$248K +6,612 New
FPCG
330
Forum Private Client Group
Indiana
$241K +$241K +6,851 New
HC
331
Hara Capital
Washington
$238K +$238K +6,760 New
MAG
332
Mayfair Advisory Group
Alabama
$237K – – –
PA
333
Parallel Advisors
California
$235K – – –
MMPW
334
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
CAC
335
Certified Advisory Corp
Florida
$227K – – –
T
336
Tidemark
California
$225K +$225K +6,385 New
BlackRock
337
BlackRock
New York
$223K – – –
Neuberger Berman Group
338
Neuberger Berman Group
New York
$218K -$8.41K -239 -4%
WCM
339
WealthBridge Capital Management
Ohio
$217K +$217K +6,151 New
DWT
340
Dorsey & Whitney Trust
South Dakota
$216K +$216K +6,150 New
LRIA
341
Leonard Rickey Investment Advisors
Washington
$216K +$216K +6,140 New
TCOT
342
Trust Company of Toledo
Ohio
$211K +$211K +6,000 New
HWA
343
HCR Wealth Advisors
California
$211K +$211K +6,000 New
HIP
344
HUB Investment Partners
Texas
$211K +$211K +5,993 New
FWP
345
FAS Wealth Partners
Kansas
$210K +$5.07K +144 +2%
MIA
346
Milestone Investment Advisors
Wisconsin
$208K +$317 +9 +0.2%
LWP
347
Laurel Wealth Planning
Minnesota
$206K +$206K +5,844 New
AFG
348
Allegheny Financial Group
Pennsylvania
$205K +$205K +5,829 New
EWA
349
Exencial Wealth Advisors
Oklahoma
$203K +$203K +5,780 New
AP
350
Adero Partners
California
$201K +$201K +5,700 New
12 13
14
15 16