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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
1
Mariner
Kansas
$110M
2
GA
2
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$24M
4
KAS
4
Kestra Advisory Services
Texas
$62.4M
5
RA
5
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
3
Ameriprise
Minnesota
$243M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$37M -$13.3M -345,099 -26%
GC
27
Grimes & Company
Massachusetts
$33M -$415K -10,795 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$32.4M -$21.2M -550,886 -40%
UBS Group
29
UBS Group
Switzerland
$30.2M -$562K -14,618 -2%
EH
30
Equitable Holdings
New York
$30.1M -$4.52M -117,558 -13%
PFG
31
Pinnacle Financial Group
Illinois
$28.6M -$65.2K -1,696 -0.2%
KA
32
Klingman & Associates
New York
$27.7M -$503K -13,063 -2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$24.5M -$287K -7,462 -1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$24M +$18.5M +480,518 +338%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$23.5M -$270K -7,011 -1%
FZCM
36
Flynn Zito Capital Management
New York
$23.5M +$151K +3,913 +0.6%
RIL
37
Rothschild Investment LLC
Illinois
$22.4M +$170K +4,416 +0.8%
GWAG
38
Garrett Wealth Advisory Group
Texas
$21.4M +$264K +6,859 +1%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$20.5M -$3.08K -80 -0%
GA
40
Geller Advisors
New York
$19.4M +$18.9M +491,081 +3,535%
WBG
41
Wharton Business Group
Pennsylvania
$19M -$2.64M -68,590 -12%
SI
42
Saxon Interests
Texas
$18.7M +$39.3K +1,021 +0.2%
Truist Financial
43
Truist Financial
North Carolina
$18.5M +$80.9K +2,104 +0.4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$18.5M +$814K +21,165 +5%
RJA
45
Raymond James & Associates
Florida
$18.2M +$624K +16,221 +4%
CST
46
Charles Schwab Trust
Nevada
$18.2M -$1.63M -42,349 -8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.2M +$1.17M +30,354 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$18.1M -$1.8M -46,759 -9%
CAN
49
Cetera Advisor Networks
California
$17.9M +$631K +16,399 +4%
PFA
50
Pettinga Financial Advisors
Indiana
$16.1M -$754K -19,597 -4%
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