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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHRDM
101
H&H Retirement Design & Management
Nevada
$3.04M -$11.4K -361 -0.4%
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.96M +$232K +7,282 +8%
SFS
103
Security Financial Services
Indiana
$2.82M -$331K -10,409 -11%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$2.81M -$22.1K -694 -0.8%
WOSD
105
WFA of San Diego
California
$2.79M -$171K -5,372 -6%
GC
106
Guidance Capital
Kentucky
$2.78M -$11M -353,661 -80%
FA
107
FDx Advisors
Illinois
$2.75M -$50.9K -1,599 -2%
TLP
108
Trinity Legacy Partners
Texas
$2.66M -$7.36M -231,365 -73%
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$2.65M -$35K -1,100 -1%
JWWM
110
Johnson & White Wealth Management
Pennsylvania
$2.64M -$732 -23 -0%
SIC
111
Sigma Investment Counselors
Michigan
$2.62M -$108K -3,385 -4%
RF
112
Rollins Financial
Georgia
$2.48M -$206K -6,485 -8%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$2.38M +$155K +4,861 +7%
Northern Trust
114
Northern Trust
Illinois
$2.37M -$175K -5,495 -7%
SPC
115
Sigma Planning Corp
Michigan
$2.34M -$48.6K -1,526 -2%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$2.3M +$485K +15,230 +27%
JWA
117
JFS Wealth Advisors
Pennsylvania
$2.17M -$152K -4,774 -7%
GW
118
GW & Wade
Massachusetts
$2.14M -$43.3K -1,360 -2%
IFWM
119
Institute for Wealth Management
Colorado
$2.12M -$8.08K -254 -0.4%
AWA
120
Arkadios Wealth Advisors
Georgia
$2.03M +$144K +4,513 +8%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$2.02M -$986 -31 -0%
NB
122
Northwest Bancshares
Pennsylvania
$2M -$13.6K -427 -0.7%
GLA
123
Great Lakes Advisors
Illinois
$1.98M – – –
GEA
124
Glen Eagle Advisors
New Jersey
$1.97M +$36.8K +1,158 +2%
HTC
125
Haverford Trust Company
Pennsylvania
$1.96M -$47.6K -1,495 -2%
3 4
5
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