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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$11.6M
2
BWM
2
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
4
RFG Advisory
Alabama
$132M
5
FZCM
5
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$174M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
PFO
3
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
4
Charles Schwab Investment Advisory
California
$803M
5
PAG
5
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$3.31M +$1.6M +51,025 +93%
CTC
102
Central Trust Company
Missouri
$3.23M -$205K -6,525 -6%
SFS
103
Security Financial Services
Indiana
$3.19M -$80.1K -2,555 -2%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$3.17M +$8.31K +265 +0.3%
HHRDM
105
H&H Retirement Design & Management
Nevada
$3.17M +$3.17M +100,155 New
CMS
106
Capital Market Strategies
Florida
$3.12M – – –
YWM
107
Yoder Wealth Management
California
$3.04M +$3.04M +97,015 New
OPPS
108
Obsidian Personal Planning Solutions
Maryland
$2.9M +$15.7K +500 +0.5%
FA
109
FDx Advisors
Illinois
$2.82M – – –
GLA
110
Great Lakes Advisors
Illinois
$2.76M -$53.3K -1,700 -2%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$2.76M -$43.1K -1,375 -2%
SIC
112
Sigma Investment Counselors
Michigan
$2.72M -$342K -10,920 -11%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.69M +$459K +14,625 +21%
FTUS
114
Flow Traders U.S.
New York
$2.63M +$2.63M +83,945 New
JWWM
115
Johnson & White Wealth Management
Pennsylvania
$2.5M +$2.07M +65,900 +477%
Northern Trust
116
Northern Trust
Illinois
$2.34M +$336K +10,700 +17%
SPC
117
Sigma Planning Corp
Michigan
$2.33M +$36.7K +1,170 +2%
JWA
118
JFS Wealth Advisors
Pennsylvania
$2.3M -$34.2K -1,090 -1%
GW
119
GW & Wade
Massachusetts
$2.25M +$17.4K +555 +0.8%
NB
120
Northwest Bancshares
Pennsylvania
$2.25M -$1.25K -40 -0.1%
AWA
121
Arkadios Wealth Advisors
Georgia
$2.22M +$2.22M +70,865 New
HTC
122
Haverford Trust Company
Pennsylvania
$2.2M – – –
IFWM
123
Institute for Wealth Management
Colorado
$2.1M -$2.35K -75 -0.1%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$2.03M +$41.5K +1,325 +2%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$2.01M -$62.9K -2,005 -3%
3 4
5
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