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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 %
SFS
101
Security Financial Services
Indiana
$3.24M -$88.5K -2,705 -3%
HHRDM
102
H&H Retirement Design & Management
Nevada
$3.2M -$126K -3,785 -4%
YWM
103
Yoder Wealth Management
California
$3.18M – – –
OPPS
104
Obsidian Personal Planning Solutions
Maryland
$3.16M +$136K +4,145 +4%
WOSD
105
WFA of San Diego
California
$3.05M -$630K -19,255 -17%
GC
106
Guidance Capital
Kentucky
$2.96M +$2.96M +442,720 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.91M +$38.5K +1,175 +1%
FA
108
FDx Advisors
Illinois
$2.88M -$86.1K -2,630 -3%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.81M -$982 -30 -0%
SIC
110
Sigma Investment Counselors
Michigan
$2.8M -$37.6K -1,150 -1%
RF
111
Rollins Financial
Georgia
$2.77M -$1.69M -51,520 -38%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$2.76M -$708K -21,625 -20%
JWWM
113
Johnson & White Wealth Management
Pennsylvania
$2.71M +$104K +3,165 +4%
Northern Trust
114
Northern Trust
Illinois
$2.62M +$177K +5,415 +7%
SPC
115
Sigma Planning Corp
Michigan
$2.46M +$26.2K +800 +1%
Citadel Advisors
116
Citadel Advisors
Florida
$2.44M -$1.01M -31,000 -29%
JWA
117
JFS Wealth Advisors
Pennsylvania
$2.39M -$10.3K -315 -0.4%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2.28M +$183K +5,595 +9%
GW
119
GW & Wade
Massachusetts
$2.25M -$103K -3,155 -4%
PP
120
Prudential plc
United Kingdom
$2.23M +$184K +5,625 +9%
IFWM
121
Institute for Wealth Management
Colorado
$2.19M +$164 +5 +0%
MGIA
122
Moneta Group Investment Advisors
Missouri
$2.12M +$2.12M +323,925 New
SAG
123
SageView Advisory Group
California
$2.1M +$688K +21,010 +49%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$2.08M -$32.7K -1,000 -2%
HTC
125
Haverford Trust Company
Pennsylvania
$2.07M -$230K -7,035 -10%
3 4
5
6 7