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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 %
AAS
76
Avantax Advisory Services
Texas
$8.48M -$483K -11,962 -5%
AFA
77
Arlington Financial Advisors
California
$8.29M -$24.1K -598 -0.3%
TLP
78
Trinity Legacy Partners
Texas
$8.09M +$280K +6,949 +4%
EFS
79
Essex Financial Services
Connecticut
$7.92M +$992K +24,579 +14%
PWM
80
Perigon Wealth Management
California
$7.61M -$120K -2,904 -2%
WA1
81
Wimmer Associates 1
California
$7.58M -$229K -5,687 -3%
Cerity Partners
82
Cerity Partners
New York
$7.51M +$611K +15,135 +9%
RCA
83
Resonant Capital Advisors
Wisconsin
$7.51M -$99.6K -2,468 -1%
JAG
84
Journey Advisory Group
Kentucky
$7.37M – – –
Creative Planning
85
Creative Planning
Kansas
$7.31M +$222K +5,499 +3%
Lido Advisors
86
Lido Advisors
California
$6.93M +$128K +3,184 +2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$6.45M +$1.28M +31,631 +25%
MWM
88
Marion Wealth Management
Pennsylvania
$6.43M +$53.1K +1,316 +0.8%
CCMI
89
Creative Capital Management Investments
California
$5.66M +$887 +22 +0%
EI
90
Ellevest Inc
New York
$5.61M +$22.3K +553 +0.4%
CA
91
Cornerstone Advisory
Maryland
$5.54M -$92.6K -2,189 -2%
BIP
92
Bouvel Investment Partners
Pennsylvania
$5.53M -$158K -3,924 -3%
OPPS
93
Obsidian Personal Planning Solutions
Maryland
$5.4M +$183K +4,362 +4%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.4M +$219K +5,425 +4%
William Blair & Company
95
William Blair & Company
Illinois
$5.32M -$21.6K -536 -0.4%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$5.04M – – –
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$4.84M +$851K +21,093 +21%
CAM
98
Cidel Asset Management
Ontario, Canada
$4.84M -$58K -1,437 -1%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$4.67M -$196K -4,863 -4%
JWWM
100
Johnson & White Wealth Management
Pennsylvania
$4.59M +$302K +7,507 +7%
2 3
4
5 6