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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$11.6M
2
BWM
2
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
4
RFG Advisory
Alabama
$132M
5
FZCM
5
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$174M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
PFO
3
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
4
Charles Schwab Investment Advisory
California
$803M
5
PAG
5
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
51
JNBA Financial Advisors
Minnesota
$10.9M +$285K +9,090 +3%
CAN
52
Cetera Advisor Networks
California
$10.9M +$229K +7,305 +2%
OPCM
53
Osborne Partners Capital Management
California
$10.3M -$56.9K -1,815 -0.5%
BEAM
54
Baker Ellis Asset Management
Washington
$10.2M +$28.2K +900 +0.3%
PFO
55
Pathstone Family Office
New Jersey
$9.7M -$10.5M -335,105 -52%
CFGF
56
Compass Financial Group (Florida)
Florida
$9.55M +$29.6K +945 +0.3%
CHAM
57
Clear Harbor Asset Management
Connecticut
$9.53M +$2.35K +75 +0%
SPIA
58
Steward Partners Investment Advisory
New York
$9.37M +$317K +10,125 +4%
TLP
59
Trinity Legacy Partners
Texas
$9.09M +$411K +13,100 +5%
AFA
60
Arlington Financial Advisors
California
$8.79M -$2.69M -85,755 -23%
WIA
61
World Investment Advisors
California
$8.72M -$140K -4,450 -2%
NWM
62
NEIRG Wealth Management
Massachusetts
$7.89M -$436K -13,890 -5%
BCG
63
Breakwater Capital Group
New Jersey
$7.81M +$1.64M +52,460 +27%
Corient Private Wealth
64
Corient Private Wealth
Florida
$7.33M +$507K +16,165 +7%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$7.31M -$3.3M -105,345 -31%
PO
66
Private Ocean
California
$7.27M -$15.7K -500 -0.2%
MHWM
67
Montz Harcus Wealth Management
Louisiana
$7.21M -$52.5K -1,675 -0.7%
MML Investors Services
68
MML Investors Services
Massachusetts
$7.13M -$800K -25,510 -10%
NRI
69
NFP Retirement Inc
California
$7M +$861K +27,460 +14%
AAS
70
Avantax Advisory Services
Texas
$6.49M +$31.2K +995 +0.5%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$6.32M +$2.02M +64,265 +47%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$6.26M +$20.7K +660 +0.3%
RCA
73
Resonant Capital Advisors
Wisconsin
$6M -$1.1K -35 -0%
CCMI
74
Creative Capital Management Investments
California
$5.8M -$50.8K -1,620 -0.9%
Mariner
75
Mariner
Kansas
$5.79M +$249K +7,940 +4%
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3
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