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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 %
MSWM
376
Mowery & Schoenfeld Wealth Management
Illinois
$135K – – –
DJSG
377
D.J. St. Germain
Massachusetts
$134K – – –
PTC
378
Private Trust Company
Ohio
$133K -$1.85K -48 -1%
BC
379
Barrett & Company
Rhode Island
$133K +$29K +750 +28%
HDIM
380
Hanson & Doremus Investment Management
Vermont
$129K +$540 +14 +0.4%
GWSG
381
GPS Wealth Strategies Group
Colorado
$126K +$539 +14 +0.4%
OC
382
Oakworth Capital
Alabama
$124K +$124K +3,212 New
SSB
383
Sandy Spring Bank
Maryland
$120K +$577 +15 +0.5%
SIS
384
Sound Income Strategies
Florida
$116K +$54K +1,403 +87%
BFPW
385
BOK Financial Private Wealth
Colorado
$115K +$115K +3,000 New
CCM
386
Chilton Capital Management
Texas
$115K – – –
AEPWM
387
Atlantic Edge Private Wealth Management
Florida
$108K – – –
CA
388
Clearstead Advisors
Ohio
$106K -$24.1K -632 -18%
NP
389
NorthRock Partners
Minnesota
$105K +$105K +2,735 New
WTA
390
Washington Trust Advisors
Massachusetts
$102K -$8.12K -211 -7%
TWD
391
True Wealth Design
Ohio
$101K +$101K +2,633 New
FPFS
392
First Personal Financial Services
North Carolina
$92.3K – – –
SS
393
Sunbelt Securities
Texas
$91K – – –
EWA
394
EverSource Wealth Advisors
Alabama
$87.2K -$11K -300 -11%
GIA
395
GHP Investment Advisors
Colorado
$87.1K +$14K +365 +19%
PAM
396
Palisade Asset Management
Minnesota
$86.2K +$86.2K +2,240 New
AF
397
Advisornet Financial
Minnesota
$85.2K +$154 +4 +0.2%
HIA
398
Harbor Investment Advisory
Maryland
$81.3K – – –
AWM
399
AllSquare Wealth Management
New York
$80.8K – – –
BFEC
400
Benjamin F. Edwards & Company
Missouri
$80K +$12.6K +325 +19%
14 15
16
17 18