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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
426
Tyler-Stone Wealth Management
Ohio
$4K +$4K +128 New
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$2.86K – – –
SPWM
428
Spartan Planning & Wealth Management
North Carolina
$159 +$159 +5 New
BNP Paribas Financial Markets
429
BNP Paribas Financial Markets
France
$127 +$127 +4 New
CYG
430
Clean Yield Group
Vermont
$14 -$70 – –
SI
431
Saxon Interests
Texas
– -$14.8M -452,745 Closed
NWM
432
NEIRG Wealth Management
Massachusetts
– -$7.96M -243,330 Closed
Cerity Partners
433
Cerity Partners
New York
– -$5.66M -173,055 Closed
WA
434
Win Advisors
Florida
– -$1.98M -74,075 Closed
FTUS
435
Flow Traders U.S.
New York
– -$1.72M -52,635 Closed
BCM
436
BlueCrest Capital Management
Jersey
– -$1.3M -39,690 Closed
AT
437
American Trust
Kentucky
– -$822K -25,105 Closed
M&T Bank
438
M&T Bank
New York
– -$691K -21,125 Closed
GS
439
GTS Securities
New York
– -$620K -18,930 Closed
CL
440
COWA LLC
Oklahoma
– -$332K -10,145 Closed
AWA
441
Arete Wealth Advisors
Illinois
– -$271K -8,270 Closed
Jane Street
442
Jane Street
New York
– -$248K -7,565 Closed
FPCG
443
Forum Private Client Group
Indiana
– -$228K -6,970 Closed
PIAS
444
PCA Investment Advisory Services
Ohio
– -$134K -4,100 Closed
WAM
445
Worth Asset Management
Texas
– -$115K -3,500 Closed
AP
446
Arlington Partners
Alabama
– -$50.9K -1,555 Closed
SF
447
Safeguard Financial
Wisconsin
– -$40K -1,235 Closed
Simplex Trading
448
Simplex Trading
Illinois
– -$16K -500 Closed
IGWM
449
ICA Group Wealth Management
Colorado
– -$13.5K -410 Closed
HS
450
Horan Securities
United States
– -$11.9K -365 Closed
15 16 17
18
19