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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
Mariner
Kansas
$110M
2
GA
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24M
4
KAS
Kestra Advisory Services
Texas
$62.4M
5
RA
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$84.2M
2
CSIA
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
Ameriprise
Minnesota
$243M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
351
Retirement Income Solutions
Michigan
$210K +$210K +5,465 New
TFG
352
Tilson Financial Group
New Jersey
$209K +$209K +5,445 New
AFG
353
Allegheny Financial Group
Pennsylvania
$203K -$21.5K -558 -10%
Neuberger Berman Group
354
Neuberger Berman Group
New York
$203K -$35.5K -924 -15%
MFG
355
Midwest Financial Group
Kansas
$202K +$202K +5,256 New
M&T Bank
356
M&T Bank
New York
$202K +$202K +5,245 New
PC
357
Prairiewood Capital
North Dakota
$202K +$202K +5,241 New
BCM
358
Brookstone Capital Management
Illinois
$201K +$201K +5,235 New
HI
359
Harbour Investments
Wisconsin
$201K – – –
PA
360
Pinnacle Associates
New York
$201K +$201K +5,227 New
T
361
Tidemark
California
$200K -$45.7K -1,189 -19%
PS
362
Principal Securities
Iowa
$200K +$200K +5,190 New
CTWM
363
Cherry Tree Wealth Management
Minnesota
$188K – – –
HC
364
Hoese & Co
Minnesota
$185K – – –
AIA
365
Armor Investment Advisors
North Carolina
$183K +$183K +4,750 New
NS
366
NBC Securities
Alabama
$182K -$18.5K -481 -9%
CA
367
Crewe Advisors
Utah
$179K – – –
PCFFS
368
Pacific Center for Financial Services
California
$175K +$16.6K +432 +11%
AWM
369
Avior Wealth Management
Nebraska
$174K +$79.3K +2,062 +83%
NRC
370
New Republic Capital
North Carolina
$174K +$616 +16 +0.4%
GI
371
GS Investments
Minnesota
$172K – – –
WB
372
Webster Bank
Connecticut
$170K – – –
MIA
373
Milestone Investment Advisors
Wisconsin
$154K -$73.6K -1,914 -32%
ACA
374
Aptus Capital Advisors
Alabama
$140K – – –
GWANC
375
Guardian Wealth Advisors (North Carolina)
North Carolina
$140K – – –
13 14
15
16 17