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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 %
GC
26
Grimes & Company
Massachusetts
$28.2M -$463K -14,770 -2%
EH
27
Equitable Holdings
New York
$27.7M -$4.21M -134,300 -13%
UBS Group
28
UBS Group
Switzerland
$26.1M -$2.13M -67,870 -8%
KA
29
Klingman & Associates
New York
$24.2M -$23.7K -755 -0.1%
WBG
30
Wharton Business Group
Pennsylvania
$22.6M – – –
PFG
31
Pinnacle Financial Group
Illinois
$22.5M +$77.8K +2,480 +0.3%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$20.2M -$266K -8,475 -1%
FZCM
33
Flynn Zito Capital Management
New York
$17.9M +$3.01M +96,145 +20%
AF
34
Allworth Financial
California
$17.2M +$360K +11,485 +2%
RIL
35
Rothschild Investment LLC
Illinois
$16.9M +$803K +25,600 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$16.8M -$307K -9,800 -2%
Truist Financial
37
Truist Financial
North Carolina
$16M -$790K -25,210 -5%
GWAG
38
Garrett Wealth Advisory Group
Texas
$15.9M +$406K +12,955 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$15.6M -$620K -19,760 -4%
RJA
40
Raymond James & Associates
Florida
$15.6M -$795K -25,360 -5%
SI
41
Saxon Interests
Texas
$14.1M -$674K -21,500 -5%
GT
42
Glenmede Trust
Pennsylvania
$14M -$3.65M -116,530 -21%
CST
43
Charles Schwab Trust
Nevada
$13.4M +$761K +24,270 +6%
PFA
44
Pettinga Financial Advisors
Indiana
$12.7M -$463K -14,775 -4%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$11.7M -$671K -21,390 -5%
JAG
46
Journey Advisory Group
Kentucky
$11.6M +$11.6M +370,525 New
TBC
47
Ted Buchan & Co
California
$11.6M +$345K +11,010 +3%
CS
48
Comerica Securities
Michigan
$11.5M +$1.91M +60,910 +20%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$11.1M -$196K -6,265 -2%
RA
50
Rodgers & Associates
Pennsylvania
$11.1M -$299K -9,550 -3%
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