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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
$54.3M
2
HCP
Holt Capital Partners
Texas
$42.8M
3
RA
RFG Advisory
Alabama
$243M
4
GAG
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
Charles Schwab
California
$961M
4
WA
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
426
First Horizon Advisors
Tennessee
$60.9K – – –
Bessemer Group
427
Bessemer Group
New Jersey
$60K – – –
LB
428
Legacy Bridge
Iowa
$58.9K – – –
SRCM
429
Signature Resources Capital Management
California
$57.8K – – –
NA
430
Nordwand Advisors
Pennsylvania
$55.9K – – –
WWP
431
WR Wealth Planners
Missouri
$54.4K – – –
S
432
SignatureFD
Georgia
$49.2K -$20.3K -500 -29%
ST
433
Smithfield Trust
Pennsylvania
$49K – – –
AW
434
Avion Wealth
Texas
$49K – – –
SIC
435
SJS Investment Consulting
Ohio
$48.1K – – –
BA
436
Bristlecone Advisors
Washington
$45.1K +$45.1K +1,110 New
TCM
437
TruNorth Capital Management
Michigan
$45K +$21.9K +538 +94%
TFGT
438
TS Financial Group (TSFG)
Illinois
$45K – – –
FFA
439
Farther Finance Advisors
California
$44.5K – – –
CTC
440
Cetera Trust Company
Minnesota
$40.6K – – –
TAM
441
Townsend Asset Management
North Carolina
$39K – – –
LC
442
Lindbrook Capital
California
$37.6K – – –
RDIA
443
RE Dickinson Investment Advisors
Iowa
$37.2K – – –
CSWM
444
Cassady Schiller Wealth Management
Ohio
$37.2K – – –
GFPC
445
Global Financial Private Client
Florida
$32.7K – – –
BC
446
Belmont Capital
California
$30.5K – – –
MTIC
447
Missouri Trust & Investment Company
Missouri
$30.5K – – –
BTI
448
Blue Trust Inc
Georgia
$29.6K – – –
TAM
449
Tucker Asset Management
Colorado
$29.3K +$162 +4 +0.6%
CAM
450
Clarity Asset Management
Iowa
$28K -$3.49K -86 -11%
16 17
18
19 20