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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$155M
2
Invesco
2
Invesco
Georgia
$196M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
5
Wells Fargo
California
$42.8M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$332K
2
CSIA
2
Charles Schwab Investment Advisory
California
$821M
3
BWM
3
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
5
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$33.5M -$2.27M -69,280 -6%
EH
27
Equitable Holdings
New York
$29.8M +$982K +30,010 +3%
GC
28
Grimes & Company
Massachusetts
$29.2M -$214K -6,535 -0.7%
UBS Group
29
UBS Group
Switzerland
$26.2M -$1.02M -31,315 -4%
KA
30
Klingman & Associates
New York
$25.2M -$23.6K -720 -0.1%
PFG
31
Pinnacle Financial Group
Illinois
$23.8M +$396K +12,110 +2%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$21.3M +$227K +6,940 +1%
FZCM
33
Flynn Zito Capital Management
New York
$19.9M +$1.16M +35,520 +6%
WBG
34
Wharton Business Group
Pennsylvania
$18.4M -$5.16M -157,525 -22%
RIL
35
Rothschild Investment LLC
Illinois
$17.9M +$255K +7,785 +1%
AF
36
Allworth Financial
California
$17.6M -$301K -9,190 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$17.4M -$58.9K -1,800 -0.3%
GWAG
38
Garrett Wealth Advisory Group
Texas
$17.1M +$496K +15,160 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$15.8M +$12.5M +1,914,015 +384%
RJA
40
Raymond James & Associates
Florida
$15.3M -$980K -29,935 -6%
Truist Financial
41
Truist Financial
North Carolina
$15.3M -$1.42M -43,385 -8%
SI
42
Saxon Interests
Texas
$14.8M +$101K +3,090 +0.7%
CST
43
Charles Schwab Trust
Nevada
$14.1M +$970K +31,495 +7%
GT
44
Glenmede Trust
Pennsylvania
$14M – – –
JFA
45
JNBA Financial Advisors
Minnesota
$13.1M +$1.72M +52,410 +15%
PFA
46
Pettinga Financial Advisors
Indiana
$13.1M -$163K -4,980 -1%
CAN
47
Cetera Advisor Networks
California
$12.6M +$1.31M +40,265 +12%
TBC
48
Ted Buchan & Co
California
$12.1M +$23.9K +730 +0.2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$11.8M -$416K -12,710 -3%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$11M -$607K -18,535 -5%
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