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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 %
HCP
26
Holt Capital Partners
Texas
$35.6M -$202K -6,350 -0.6%
CC
27
Callan Capital
California
$32.6M +$116K +3,637 +0.4%
EH
28
Equitable Holdings
New York
$28.7M -$327K -10,264 -1%
GC
29
Grimes & Company
Massachusetts
$27.9M -$438K -13,757 -2%
UBS Group
30
UBS Group
Switzerland
$25.5M +$3.69K +116 +0%
KA
31
Klingman & Associates
New York
$23.4M -$1.08M -33,798 -4%
PFG
32
Pinnacle Financial Group
Illinois
$22.8M -$321K -10,073 -1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$20.8M +$102K +3,194 +0.5%
FZCM
34
Flynn Zito Capital Management
New York
$19.8M +$475K +14,921 +2%
RIL
35
Rothschild Investment LLC
Illinois
$17.9M +$481K +15,121 +3%
WBG
36
Wharton Business Group
Pennsylvania
$17.9M – – –
GWAG
37
Garrett Wealth Advisory Group
Texas
$17.2M +$589K +18,495 +4%
HighTower Advisors
38
HighTower Advisors
Illinois
$16.9M -$50.3K -1,580 -0.3%
Truist Financial
39
Truist Financial
North Carolina
$15.5M +$646K +20,313 +4%
CST
40
Charles Schwab Trust
Nevada
$15.4M +$817K +25,664 +6%
RJA
41
Raymond James & Associates
Florida
$14.7M -$164K -5,166 -1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$14.5M -$62.3M -1,956,761 -81%
GT
43
Glenmede Trust
Pennsylvania
$14.4M +$188K +5,905 +1%
CAN
44
Cetera Advisor Networks
California
$13.6M +$1.32M +41,395 +11%
JFA
45
JNBA Financial Advisors
Minnesota
$13.2M +$420K +13,198 +3%
PFA
46
Pettinga Financial Advisors
Indiana
$12.8M +$110K +3,454 +0.9%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$12.4M +$5.45M +171,278 +78%
TBC
48
Ted Buchan & Co
California
$11.7M -$86.6K -2,721 -0.7%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$11.2M -$288K -9,045 -3%
AF
50
Allworth Financial
California
$11M -$6.15M -193,352 -36%
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