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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 %
VBFG
326
Vishria Bird Financial Group
Tennessee
$282K +$282K +6,934 New
VFA
327
Valeo Financial Advisors
Indiana
$280K – – –
PCMC
328
Paragon Capital Management (Colorado)
Colorado
$280K – – –
RPGK
329
Retirement Planning Group (Kansas)
Kansas
$279K -$56.4K -1,389 -17%
FPCG
330
Forum Private Client Group
Indiana
$278K – – –
EFA
331
Efficient Frontier Advisors
Connecticut
$278K +$1.29K +31 +0.5%
JIC
332
Johnson Investment Counsel
Ohio
$277K +$44.5K +1,095 +19%
MMPW
333
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
MA
334
MBA Advisors
Pennsylvania
$263K – – –
LRIA
335
Leonard Rickey Investment Advisors
Washington
$259K -$2.15K -53 -0.8%
WP
336
WMS Partners
Maryland
$258K +$30.1K +742 +13%
HI
337
Harbour Investments
Wisconsin
$257K +$44.9K +1,105 +21%
BlackRock
338
BlackRock
New York
$257K -$11.1K -274 -4%
HC
339
Hara Capital
Washington
$256K -$12.2K -300 -5%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$256K – – –
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$251K +$81 +2 +0%
WCM
342
WealthBridge Capital Management
Ohio
$251K +$325 +8 +0.1%
FA
343
Fermata Advisors
California
$248K +$248K +6,113 New
GWM
344
Geneos Wealth Management
Colorado
$248K +$236K +5,810 +1,937%
AP
345
Adero Partners
California
$247K – – –
FWP
346
FAS Wealth Partners
Kansas
$245K +$731 +18 +0.3%
TCOT
347
Trust Company of Toledo
Ohio
$244K – – –
HWA
348
HCR Wealth Advisors
California
$244K – – –
MSAM
349
Moloney Securities Asset Management
Missouri
$241K -$31.7K -779 -12%
LWP
350
Laurel Wealth Planning
Minnesota
$236K -$1.34K -33 -0.6%
12 13
14
15 16