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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 %
AWM
376
Avior Wealth Management
Nebraska
$185K +$366 +9 +0.2%
NRC
377
New Republic Capital
North Carolina
$185K +$731 +18 +0.4%
PCFFS
378
Pacific Center for Financial Services
California
$185K +$122 +3 +0.1%
CA
379
CoreCap Advisors
Michigan
$182K – – –
GI
380
GS Investments
Minnesota
$182K – – –
WB
381
Webster Bank
Connecticut
$179K – – –
CIAS
382
CBIZ Investment Advisory Services
Ohio
$167K – – –
MIA
383
Milestone Investment Advisors
Wisconsin
$163K – – –
GWSG
384
GPS Wealth Strategies Group
Colorado
$148K +$2.88K +71 +2%
MSWM
385
Mowery & Schoenfeld Wealth Management
Illinois
$142K – – –
DJSG
386
D.J. St. Germain
Massachusetts
$141K – – –
HDIM
387
Hanson & Doremus Investment Management
Vermont
$137K +$609 +15 +0.4%
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K +$86.3K +2,125 +173%
BC
389
Barrett & Company
Rhode Island
$134K +$24.4K +600 +22%
BL
390
Balentine LLC
Georgia
$132K – – –
DF
391
Dunhill Financial
United Kingdom
$131K +$131K +3,222 New
GWANC
392
Guardian Wealth Advisors (North Carolina)
North Carolina
$127K – – –
SSB
393
Sandy Spring Bank
Maryland
$127K – – –
SIS
394
Sound Income Strategies
Florida
$125K +$37.8K +930 +43%
BFPW
395
BOK Financial Private Wealth
Colorado
$122K – – –
BCWM
396
Bartlett & Co Wealth Management
Ohio
$121K – – –
AEPWM
397
Atlantic Edge Private Wealth Management
Florida
$115K – – –
TIM
398
Tortoise Investment Management
New York
$113K -$11.2K -275 -9%
RWM
399
Reston Wealth Management
Virginia
$112K +$112K +2,746 New
NP
400
NorthRock Partners
Minnesota
$111K – – –
14 15
16
17 18