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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$447M
2
RA
2
RFG Advisory
Alabama
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
5
Wells Fargo
California
$80M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
4
Charles Schwab
California
$949M
5
WA
5
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$15.1M -$805K -19,965 -5%
AF
52
Allworth Financial
California
$14.3M -$328K -7,848 -2%
SPIA
53
Steward Partners Investment Advisory
New York
$13.9M +$274K +6,793 +2%
TBC
54
Ted Buchan & Co
California
$13.7M -$330K -8,177 -2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$13.3M +$22.6K +559 +0.2%
BEAM
56
Baker Ellis Asset Management
Washington
$13.3M +$202K +5,003 +2%
SFG
57
Stonebridge Financial Group
Pennsylvania
$13.2M +$13.2M +327,749 New
GT
58
Glenmede Trust
Pennsylvania
$13.2M -$261K -6,475 -2%
NRI
59
NFP Retirement Inc
California
$13.1M +$546K +13,534 +4%
RA
60
Rodgers & Associates
Pennsylvania
$12.3M -$519K -12,860 -4%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$12.2M +$10.4M +258,518 +598%
CHAM
62
Clear Harbor Asset Management
Connecticut
$11.9M -$29.4K -729 -0.2%
CFGF
63
Compass Financial Group (Florida)
Florida
$11.9M -$315K -7,806 -3%
WIA
64
World Investment Advisors
California
$11.5M +$587K +14,557 +5%
JFA
65
JNBA Financial Advisors
Minnesota
$11.4M -$172K -4,272 -1%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$11.2M +$435K +10,781 +4%
Corient Private Wealth
67
Corient Private Wealth
Florida
$10.9M -$8.97M -222,470 -45%
OPCM
68
Osborne Partners Capital Management
California
$10.6M -$234K -5,810 -2%
Osaic Holdings
69
Osaic Holdings
Arizona
$10.2M +$1M +24,853 +11%
CWM
70
Cornerstone Wealth Management
Missouri
$9.47M +$827K +20,494 +10%
LFG
71
Larson Financial Group
Missouri
$9.31M +$4.75M +117,811 +104%
WANY
72
Wealthspire Advisors (New York)
New York
$8.94M -$161K -3,990 -2%
MML Investors Services
73
MML Investors Services
Massachusetts
$8.67M +$232K +5,763 +3%
CWM
74
Connecticut Wealth Management
Connecticut
$8.57M +$7.36M +66,368 +611%
IC
75
IEQ Capital
California
$8.54M +$27K +670 +0.3%
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3
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