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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 %
WA1
76
Wimmer Associates 1
California
$5.94M +$120K +3,680 +2%
JAG
77
Journey Advisory Group
Kentucky
$5.86M -$6.27M -191,570 -52%
Cerity Partners
78
Cerity Partners
New York
$5.66M +$113K +3,460 +2%
CWM
79
Cornerstone Wealth Management
Missouri
$5.3M +$774K +23,660 +17%
Lido Advisors
80
Lido Advisors
California
$5.25M -$15.2K -465 -0.3%
SF
81
Summit Financial
New Jersey
$5.23M -$224K -6,840 -4%
William Blair & Company
82
William Blair & Company
Illinois
$5.15M -$93K -2,840 -2%
BIP
83
Bouvel Investment Partners
Pennsylvania
$5.08M -$102K -3,125 -2%
MWM
84
Marion Wealth Management
Pennsylvania
$4.95M +$260K +7,950 +6%
CA
85
Cornerstone Advisory
Maryland
$4.82M -$306K -9,360 -6%
MSWMA
86
Market Street Wealth Management Advisors
Indiana
$4.73M -$88.5K -2,705 -2%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56M +$98.5K +3,010 +2%
EI
88
Ellevest Inc
New York
$4.49M +$8.02K +245 +0.2%
PWM
89
Perigon Wealth Management
California
$4.4M +$19K +580 +0.4%
LPT
90
Legacy Private Trust
Wisconsin
$4.38M -$516K -15,760 -11%
Creative Planning
91
Creative Planning
Kansas
$4.29M +$129K +3,935 +3%
IC
92
IEQ Capital
California
$4.15M +$1.47K +45 +0%
KW
93
KWB Wealth
California
$4.12M -$684K -20,885 -14%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$4.09M – – –
CAM
95
Cidel Asset Management
Ontario, Canada
$3.96M -$5.73K -175 -0.1%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$3.78M +$262K +8,010 +7%
WP
97
WealthSource Partners
California
$3.59M +$2.62K +80 +0.1%
CTC
98
Central Trust Company
Missouri
$3.33M -$36K -1,100 -1%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$3.32M +$6.87K +210 +0.2%
CMS
100
Capital Market Strategies
Florida
$3.25M – – –
2 3
4
5 6