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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$155M
2
Invesco
2
Invesco
Georgia
$196M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
5
Wells Fargo
California
$42.8M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$332K
2
CSIA
2
Charles Schwab Investment Advisory
California
$821M
3
BWM
3
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
5
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
Rodgers & Associates
Pennsylvania
$10.7M -$893K -27,275 -8%
BEAM
52
Baker Ellis Asset Management
Washington
$10.6M +$29.5K +900 +0.3%
OPCM
53
Osborne Partners Capital Management
California
$10.3M -$453K -13,835 -4%
TLP
54
Trinity Legacy Partners
Texas
$10.3M +$830K +25,350 +9%
PFO
55
Pathstone Family Office
New Jersey
$10.1M -$26.5K -810 -0.3%
SPIA
56
Steward Partners Investment Advisory
New York
$10M +$241K +7,360 +2%
CFGF
57
Compass Financial Group (Florida)
Florida
$9.93M -$29.6K -905 -0.3%
CHAM
58
Clear Harbor Asset Management
Connecticut
$9.87M -$84.4K -2,580 -0.8%
BCG
59
Breakwater Capital Group
New Jersey
$9.13M +$980K +29,935 +12%
AFA
60
Arlington Financial Advisors
California
$8.92M -$253K -7,720 -3%
WIA
61
World Investment Advisors
California
$8.64M -$455K -13,910 -5%
NWM
62
NEIRG Wealth Management
Massachusetts
$7.96M -$276K -8,425 -3%
MHWM
63
Montz Harcus Wealth Management
Louisiana
$7.79M +$264K +8,055 +4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$7.66M +$5.89K +180 +0.1%
CS
65
Comerica Securities
Michigan
$7.64M -$4.33M -132,365 -36%
PO
66
Private Ocean
California
$7.58M -$6.38K -195 -0.1%
MML Investors Services
67
MML Investors Services
Massachusetts
$7.5M +$58.3K +1,780 +0.8%
NRI
68
NFP Retirement Inc
California
$7.48M +$178K +5,425 +2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$7.15M +$616K +18,805 +9%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$6.88M +$282K +8,625 +4%
AAS
71
Avantax Advisory Services
Texas
$6.87M +$91.8K +2,805 +1%
Mariner
72
Mariner
Kansas
$6.32M +$274K +8,380 +5%
RCA
73
Resonant Capital Advisors
Wisconsin
$6.24M -$31.1K -950 -0.5%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$6.21M -$1.42M -43,285 -19%
CCMI
75
Creative Capital Management Investments
California
$6.02M -$31.7K -970 -0.5%
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