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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 %
RCA
76
Resonant Capital Advisors
Wisconsin
$7.29M -$39.9K -1,038 -0.5%
WA1
77
Wimmer Associates 1
California
$7.22M -$138K -3,575 -2%
TLP
78
Trinity Legacy Partners
Texas
$7.01M +$3.86M +100,211 +122%
CCMI
79
Creative Capital Management Investments
California
$7.01M -$37.1K -965 -0.5%
Creative Planning
80
Creative Planning
Kansas
$6.86M +$666K +17,324 +11%
Cerity Partners
81
Cerity Partners
New York
$6.63M -$125K -3,239 -2%
PWM
82
Perigon Wealth Management
California
$6.49M +$649K +16,876 +11%
Lido Advisors
83
Lido Advisors
California
$6.25M +$115K +2,999 +2%
MWM
84
Marion Wealth Management
Pennsylvania
$6.07M +$113K +2,932 +2%
Goldman Sachs
85
Goldman Sachs
New York
$5.83M +$974K +25,309 +20%
BIP
86
Bouvel Investment Partners
Pennsylvania
$5.65M -$200K -5,206 -3%
EI
87
Ellevest Inc
New York
$5.27M – – –
William Blair & Company
88
William Blair & Company
Illinois
$5.23M -$5.5K -143 -0.1%
CA
89
Cornerstone Advisory
Maryland
$5.15M -$59.4K -1,543 -1%
HCC
90
Hirtle Callaghan & Co
Pennsylvania
$4.81M – – –
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.8M +$79.8K +2,075 +2%
MSWMA
92
Market Street Wealth Management Advisors
Indiana
$4.76M -$253K -6,568 -5%
PWP
93
Precedent Wealth Partners
Texas
$4.42M -$886K -23,024 -17%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$4.36M -$194K -5,054 -4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.29M +$944K +24,527 +28%
LPT
96
Legacy Private Trust
Wisconsin
$4.12M -$371K -9,653 -8%
OPPS
97
Obsidian Personal Planning Solutions
Maryland
$4.06M -$78K -2,118 -2%
CAM
98
Cidel Asset Management
Ontario, Canada
$4.05M -$171K -4,444 -4%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$3.92M +$8.18K +213 +0.2%
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.77M +$77.8K +2,023 +2%
2 3
4
5 6