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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$11.6M
2
BWM
2
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
4
RFG Advisory
Alabama
$132M
5
FZCM
5
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$174M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
PFO
3
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
4
Charles Schwab Investment Advisory
California
$803M
5
PAG
5
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
401
Baker Avenue Asset Management
California
$13.8K +$7.06K +225 +105%
IGWM
402
ICA Group Wealth Management
Colorado
$12.8K +$157 +5 +1%
HS
403
Horan Securities
United States
$11.4K – – –
PCTC
404
Perkins Coie Trust Company
Washington
$11K – – –
FDCC
405
Foster Dykema Cabot & Co
Massachusetts
$10K +$10K +310 New
CFD
406
Creative Financial Designs
Indiana
$9.93K – – –
GWM
407
Geneos Wealth Management
Colorado
$9.41K – – –
CFGS
408
Concourse Financial Group Securities
Alabama
$9.09K +$9.09K +290 New
TF
409
TimeScale Financial
Massachusetts
$8.47K – – –
KFI
410
Key Financial Inc
Pennsylvania
$8K -$29.8K -950 -79%
IF
411
Integrity Financial
Wyoming
$7.84K – – –
WFA
412
WestHill Financial Advisors
California
$7.53K – – –
TWA
413
TCI Wealth Advisors
Arizona
$6.12K -$2.67K -85 -30%
PA
414
PSI Advisors
Florida
$5.96K – – –
RDFA
415
Ritter Daniher Financial Advisory
Ohio
$5.17K – – –
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +120 New
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$3.61K +$1.1K +35 +44%
FCA
418
FinTrust Capital Advisors
South Carolina
$2.64K – – –
CL
419
COWA LLC
Oklahoma
$1.2K +$1.2K +1,907,730 +31,822%
EWA
420
EP Wealth Advisors
California
$17 +$15 +74,065 +829%
TWA
421
Tillar-Wenstrup Advisors
Ohio
– -$12.5M -401,665 Closed
MWM
422
Merriman Wealth Management
Washington
– -$10.9M -352,190 Closed
RFC
423
Regions Financial Corp
Alabama
– -$1.74M -56,130 Closed
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
– -$1.08M -34,595 Closed
TA
425
Tiedemann Advisors
New York
– -$671K -21,635 Closed
14 15 16
17
18