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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 %
RDFA
476
Ritter Daniher Financial Advisory
Ohio
$6.35K – – –
FIM
477
Fernwood Investment Management
Massachusetts
$5.96K +$5.96K +155 New
TSWM
478
Tyler-Stone Wealth Management
Ohio
$4.92K – – –
HWA
479
Heritage Wealth Advisors
Virginia
$4.46K – – –
SAM
480
Smartleaf Asset Management
Massachusetts
$4.22K – – –
CG
481
Cutler Group
California
$3K +$3K +100 New
KWAG
482
Kiely Wealth Advisory Group
North Carolina
$2.25K – – –
BNP Paribas Financial Markets
483
BNP Paribas Financial Markets
France
$1.54K +$885 +23 +135%
FWM
484
FSA Wealth Management
Massachusetts
$577 +$577 +15 New
CYG
485
Clean Yield Group
Vermont
$17 -$15 – –
SAG
486
SageView Advisory Group
California
– -$3.29M -91,424 Closed
GC
487
Guidance Capital
Kentucky
– -$2.96M -83,965 Closed
N
488
Natixis
France
– -$1.15M -32,693 Closed
ARC
489
Advisor Resource Council
Texas
– -$349K -9,918 Closed
CCM
490
Carlson Capital Management
Minnesota
– -$324K -9,205 Closed
GCP
491
GSA Capital Partners
United Kingdom
– -$320K -9,082 Closed
HF
492
HRT Financial
New York
– -$293K -8,325 Closed
AWA
493
Arete Wealth Advisors
Illinois
– -$286K -8,126 Closed
FA
494
Fermata Advisors
California
– -$282K -7,998 Closed
HIP
495
HUB Investment Partners
Texas
– -$211K -5,993 Closed
AC
496
AlphaCore Capital
California
– -$84.8K -2,410 Closed
HPIA
497
Hamilton Point Investment Advisors
North Carolina
– -$23.9K -680 Closed
BCPWM
498
Bradley & Co Private Wealth Management
Florida
– -$18.5K -525 Closed
NMG
499
New Millennium Group
Utah
– -$10K -285 Closed
PS
500
Planned Solutions
California
– -$3.87K -110 Closed
17 18 19
20
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