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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
451
PSI Advisors
Florida
$6.69K – – –
FDCP
452
Foster Dykema Cabot & Partners
Massachusetts
$6.69K +$6.69K +190 New
RDFA
453
Ritter Daniher Financial Advisory
Ohio
$5.81K – – –
TSWM
454
Tyler-Stone Wealth Management
Ohio
$4.51K – – –
CAS
455
Coppell Advisory Solutions
Texas
$4.4K -$4.47K -127 -50%
HWA
456
Heritage Wealth Advisors
Virginia
$4.08K +$4.08K +116 New
SAM
457
Smartleaf Asset Management
Massachusetts
$3.88K +$3.88K +110 New
PS
458
Planned Solutions
California
$3.87K +$3.87K +110 New
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$3.17K – – –
KWAG
460
Kiely Wealth Advisory Group
North Carolina
$2.15K +$2.15K +60 New
LTI
461
Laffer Tengler Investments
Tennessee
$1.94K +$1.94K +55 New
BNP Paribas Financial Markets
462
BNP Paribas Financial Markets
France
$598 +$457 +13 +325%
SPWM
463
Spartan Planning & Wealth Management
North Carolina
$176 – – –
CYG
464
Clean Yield Group
Vermont
$15 -$14 – –
RAG
465
RIA Advisory Group
Iowa
– -$727K -22,855 Closed
Legacy Financial Group (Iowa)
466
Legacy Financial Group (Iowa)
Iowa
– -$483K -15,185 Closed
IAN
467
Integrated Advisors Network
Texas
– -$471K -14,807 Closed
TSS
468
Two Sigma Securities
New York
– -$317K -9,949 Closed
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
– -$209K -6,555 Closed
RW
470
RVW Wealth
California
– -$158K -4,965 Closed
CIA
471
Cape Investment Advisory
Georgia
– -$146K -4,575 Closed
WWP
472
WR Wealth Planners
Missouri
– -$44.1K -1,385 Closed
BSB
473
Bangor Savings Bank
Maine
– -$15.9K -500 Closed
RIA
474
Realta Investment Advisors
Delaware
– -$75.8K -463 Closed
CB
475
Community Bank
New York
– -$14.3K -450 Closed
16 17 18
19
20