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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$10.5M -$232K -7,281 -2%
SPIA
52
Steward Partners Investment Advisory
New York
$10.4M +$692K +21,736 +7%
BEAM
53
Baker Ellis Asset Management
Washington
$10.3M -$3.18K -100 -0%
RA
54
Rodgers & Associates
Pennsylvania
$10.1M -$234K -7,367 -2%
BCG
55
Breakwater Capital Group
New Jersey
$10M +$1.32M +42,341 +15%
PFO
56
Pathstone Family Office
New Jersey
$9.74M -$74.5K -2,340 -0.8%
CFGF
57
Compass Financial Group (Florida)
Florida
$9.7M +$41.2K +1,295 +0.4%
OPCM
58
Osborne Partners Capital Management
California
$9.68M -$356K -11,199 -4%
CHAM
59
Clear Harbor Asset Management
Connecticut
$9.52M -$69.2K -2,174 -0.7%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$9.38M +$2.69M +84,416 +40%
Corient Private Wealth
61
Corient Private Wealth
Florida
$9.26M +$1.61M +49,281 +21%
WIA
62
World Investment Advisors
California
$8.49M +$89.4K +2,808 +1%
MHWM
63
Montz Harcus Wealth Management
Louisiana
$7.82M +$246K +7,719 +3%
NRI
64
NFP Retirement Inc
California
$7.75M +$476K +14,957 +7%
CW
65
Connectus Wealth
Ohio
$7.28M +$7.28M +228,735 New
PO
66
Private Ocean
California
$7.24M -$125K -3,928 -2%
AFA
67
Arlington Financial Advisors
California
$7.24M -$1.43M -45,090 -17%
CS
68
Comerica Securities
Michigan
$7.2M -$231K -7,262 -3%
AAS
69
Avantax Advisory Services
Texas
$7.01M +$327K +10,264 +5%
MML Investors Services
70
MML Investors Services
Massachusetts
$6.73M -$563K -17,701 -8%
JAG
71
Journey Advisory Group
Kentucky
$6.42M +$724K +22,746 +13%
Mariner
72
Mariner
Kansas
$6.38M +$236K +7,429 +4%
RCA
73
Resonant Capital Advisors
Wisconsin
$6.06M -$1.59K -50 -0%
WA1
74
Wimmer Associates 1
California
$5.93M +$156K +4,891 +3%
CCMI
75
Creative Capital Management Investments
California
$5.85M -$9.96K -313 -0.2%
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