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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$54.3M
2
HCP
Holt Capital Partners
Texas
$42.8M
3
RA
RFG Advisory
Alabama
$243M
4
GAG
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
Charles Schwab
California
$961M
4
WA
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$34.3M +$112K +2,764 +0.3%
GC
27
Grimes & Company
Massachusetts
$33.7M -$303K -7,459 -0.9%
EH
28
Equitable Holdings
New York
$30.7M -$779K -19,178 -2%
PFG
29
Pinnacle Financial Group
Illinois
$28.9M -$1.28M -31,472 -4%
KA
30
Klingman & Associates
New York
$28.7M -$452K -11,121 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$26.4M +$1.15M +28,196 +5%
GWAG
32
Garrett Wealth Advisory Group
Texas
$25.4M +$1M +24,678 +4%
ME
33
McIlrath & Eck
Washington
$24.4M -$2.3M -56,593 -9%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$24.2M -$52K -1,279 -0.2%
RIL
35
Rothschild Investment LLC
Illinois
$24.1M +$601K +14,794 +3%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$22.7M -$1.65M -40,536 -7%
FZCM
37
Flynn Zito Capital Management
New York
$22.5M +$183K +4,515 +0.8%
SI
38
Saxon Interests
Texas
$20.8M +$324K +7,966 +2%
GA
39
Geller Advisors
New York
$20.7M +$92.3K +2,271 +0.4%
CST
40
Charles Schwab Trust
Nevada
$20.4M +$733K +18,039 +4%
HighTower Advisors
41
HighTower Advisors
Illinois
$20.2M +$944K +23,251 +5%
WBG
42
Wharton Business Group
Pennsylvania
$20M – – –
Corient Private Wealth
43
Corient Private Wealth
Florida
$20M +$7.96M +195,893 +66%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$19.6M +$6.34K +156 +0%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$19.4M +$70.1K +1,732 +0.4%
RJA
46
Raymond James & Associates
Florida
$19M -$261K -6,435 -1%
BCG
47
Breakwater Capital Group
New Jersey
$18.4M +$1.42M +34,914 +8%
Truist Financial
48
Truist Financial
North Carolina
$18M -$31.5K -775 -0.2%
PFA
49
Pettinga Financial Advisors
Indiana
$16.2M -$282K -6,938 -2%
GAG
50
Goodman Advisory Group
Massachusetts
$16.1M +$16.1M +396,455 New
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