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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$54.3M
2
HCP
Holt Capital Partners
Texas
$42.8M
3
RA
RFG Advisory
Alabama
$243M
4
GAG
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
Charles Schwab
California
$961M
4
WA
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
76
Resonant Capital Advisors
Wisconsin
$7.67M -$21.2K -523 -0.3%
PWM
77
Perigon Wealth Management
California
$7.61M +$190K +4,664 +3%
JAG
78
Journey Advisory Group
Kentucky
$7.37M – – –
Creative Planning
79
Creative Planning
Kansas
$7.14M -$1.83K -45 -0%
EFS
80
Essex Financial Services
Connecticut
$7.03M +$606K +14,796 +9%
Cerity Partners
81
Cerity Partners
New York
$6.95M +$361K +8,882 +5%
Lido Advisors
82
Lido Advisors
California
$6.85M +$232K +5,706 +4%
MWM
83
Marion Wealth Management
Pennsylvania
$6.42M +$33K +811 +0.5%
BIP
84
Bouvel Investment Partners
Pennsylvania
$5.73M -$117K -2,886 -2%
CCMI
85
Creative Capital Management Investments
California
$5.7M -$1.64M -40,255 -22%
EI
86
Ellevest Inc
New York
$5.63M – – –
CA
87
Cornerstone Advisory
Maryland
$5.41M -$5.61K -138 -0.1%
William Blair & Company
88
William Blair & Company
Illinois
$5.38M -$59.6K -1,468 -1%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.22M +$119K +2,934 +2%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$5.22M +$300K +7,384 +6%
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$5.08M – – –
OPPS
92
Obsidian Personal Planning Solutions
Maryland
$5M +$336K +8,340 +7%
CAM
93
Cidel Asset Management
Ontario, Canada
$4.93M +$163K +4,022 +3%
MSWMA
94
Market Street Wealth Management Advisors
Indiana
$4.9M -$91.9K -2,261 -2%
LFG
95
Larson Financial Group
Missouri
$4.59M +$3.78M +92,923 +465%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$4.57M -$35.5K -878 -0.8%
PWP
97
Precedent Wealth Partners
Texas
$4.46M -$503K -12,371 -10%
JWWM
98
Johnson & White Wealth Management
Pennsylvania
$4.33M +$223K +5,494 +5%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$4.17M +$9.39K +231 +0.2%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$4.02M +$358K +8,810 +10%
2 3
4
5 6