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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 %
BCG
51
Breakwater Capital Group
New Jersey
$14.3M +$489K +12,699 +4%
TBC
52
Ted Buchan & Co
California
$14.1M -$110K -2,849 -0.8%
GT
53
Glenmede Trust
Pennsylvania
$13.6M -$3.72M -96,651 -21%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$13.5M +$44.4K +1,154 +0.3%
BWA
55
Boulder Wealth Advisors
Colorado
$13.2M +$13.2M +343,589 New
SPIA
56
Steward Partners Investment Advisory
New York
$13M +$344K +8,931 +3%
AF
57
Allworth Financial
California
$12.7M -$706K -18,347 -5%
BEAM
58
Baker Ellis Asset Management
Washington
$12.6M -$72.8K -1,893 -0.6%
JFA
59
JNBA Financial Advisors
Minnesota
$12M -$3.96M -102,884 -25%
CFGF
60
Compass Financial Group (Florida)
Florida
$11.7M -$60.1K -1,562 -0.5%
Corient Private Wealth
61
Corient Private Wealth
Florida
$11.6M +$830K +21,565 +8%
CHAM
62
Clear Harbor Asset Management
Connecticut
$11.6M +$127K +3,292 +1%
RA
63
Rodgers & Associates
Pennsylvania
$11.5M -$626K -16,262 -5%
NRI
64
NFP Retirement Inc
California
$11.3M +$988K +25,675 +10%
OPCM
65
Osborne Partners Capital Management
California
$10.9M -$654K -17,002 -6%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$9.53M +$126K +3,273 +1%
WIA
67
World Investment Advisors
California
$9.53M -$404K -10,501 -4%
MML Investors Services
68
MML Investors Services
Massachusetts
$9.05M +$430K +11,185 +5%
PO
69
Private Ocean
California
$8.58M -$56.9K -1,480 -0.7%
AAS
70
Avantax Advisory Services
Texas
$8.4M +$21.9K +570 +0.3%
AFA
71
Arlington Financial Advisors
California
$8.15M -$555K -14,419 -6%
IC
72
IEQ Capital
California
$8.04M +$2.54K +66 +0%
CW
73
Connectus Wealth
Ohio
$7.75M -$569K -14,788 -7%
JAG
74
Journey Advisory Group
Kentucky
$7.6M -$92.6K -2,406 -1%
CWM
75
Cornerstone Wealth Management
Missouri
$7.52M +$360K +9,351 +5%
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3
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