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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBC
51
Ted Buchan & Co
California
$13M +$64.8K +1,842 +0.5%
BCG
52
Breakwater Capital Group
New Jersey
$12.7M +$1.37M +38,788 +12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$12.3M -$51.5K -1,463 -0.4%
AF
54
Allworth Financial
California
$12.3M +$108K +3,061 +0.9%
BEAM
55
Baker Ellis Asset Management
Washington
$11.6M +$174K +4,950 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$11.5M -$3.31K -94 -0%
RA
57
Rodgers & Associates
Pennsylvania
$11.1M -$79.4K -2,256 -0.7%
CFGF
58
Compass Financial Group (Florida)
Florida
$10.7M -$12.4K -351 -0.1%
OPCM
59
Osborne Partners Capital Management
California
$10.5M -$164K -4,670 -2%
CHAM
60
Clear Harbor Asset Management
Connecticut
$10.5M -$49.5K -1,405 -0.5%
Corient Private Wealth
61
Corient Private Wealth
Florida
$9.9M -$70.9K -2,014 -0.7%
NRI
62
NFP Retirement Inc
California
$9.42M +$842K +23,912 +10%
WIA
63
World Investment Advisors
California
$9.09M -$307K -8,717 -3%
MHWM
64
Montz Harcus Wealth Management
Louisiana
$8.6M -$49.8K -1,415 -0.6%
AFA
65
Arlington Financial Advisors
California
$7.96M -$48.2K -1,368 -0.6%
PO
66
Private Ocean
California
$7.91M -$106K -3,008 -1%
MML Investors Services
67
MML Investors Services
Massachusetts
$7.89M +$441K +12,529 +6%
AAS
68
Avantax Advisory Services
Texas
$7.67M -$84.9K -2,412 -1%
CW
69
Connectus Wealth
Ohio
$7.61M -$442K -12,568 -5%
IC
70
IEQ Capital
California
$7.35M +$2.14M +60,813 +41%
Mariner
71
Mariner
Kansas
$7.3M +$246K +6,984 +3%
JAG
72
Journey Advisory Group
Kentucky
$7.04M -$60.6K -1,722 -0.9%
WA1
73
Wimmer Associates 1
California
$6.73M +$174K +4,943 +3%
RCA
74
Resonant Capital Advisors
Wisconsin
$6.7M -$1.09K -31 -0%
CWM
75
Cornerstone Wealth Management
Missouri
$6.55M +$468K +13,307 +8%
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3
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