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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$447M
2
RA
RFG Advisory
Alabama
$254M
3
Ameriprise
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
Wells Fargo
California
$80M

Top Sellers

1
Invesco
Invesco
Georgia
$132M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
Charles Schwab
California
$949M
5
WA
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
AE Wealth Management
Kansas
$153K +$153K +3,789 New
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K +$10.5K +250 +7%
GWSG
403
GPS Wealth Strategies Group
Colorado
$148K +$686 +17 +0.5%
MSWM
404
Mowery & Schoenfeld Wealth Management
Illinois
$141K – – –
DJSG
405
D.J. St. Germain
Massachusetts
$140K – – –
HDIM
406
Hanson & Doremus Investment Management
Vermont
$137K +$686 +17 +0.5%
BC
407
Barrett & Company
Rhode Island
$133K – – –
BL
408
Balentine LLC
Georgia
$131K – – –
GWANC
409
Guardian Wealth Advisors (North Carolina)
North Carolina
$126K – – –
BFPW
410
BOK Financial Private Wealth
Colorado
$121K – – –
BCWM
411
Bartlett & Co Wealth Management
Ohio
$120K – – –
AEPWM
412
Atlantic Edge Private Wealth Management
Florida
$114K – – –
SIS
413
Sound Income Strategies
Florida
$112K -$12.1K -300 -10%
KG
414
Kieckhefer Group
Wisconsin
$111K +$111K +2,750 New
NP
415
NorthRock Partners
Minnesota
$110K – – –
IWP
416
IAG Wealth Partners
Wisconsin
$106K +$928 +23 +0.9%
CCM
417
Chilton Capital Management
Texas
$105K – – –
TIM
418
Tortoise Investment Management
New York
$104K -$8.07K -200 -7%
HC
419
Hoese & Co
Minnesota
$104K – – –
DF
420
Dunhill Financial
United Kingdom
$103K -$27.1K -671 -21%
CFB
421
Cullen/Frost Bankers
Texas
$101K – – –
PWM
422
Provident Wealth Management
Tennessee
$96K – – –
EWA
423
EverSource Wealth Advisors
Alabama
$95.5K – – –
SS
424
Sunbelt Securities
Texas
$95.2K – – –
AF
425
Advisornet Financial
Minnesota
$91.9K +$444 +11 +0.5%
15 16
17
18 19