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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
101
Capital Market Strategies
Florida
$3.47M -$10.3K -294 -0.3%
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.38M +$106K +3,016 +3%
HHRDM
103
H&H Retirement Design & Management
Nevada
$3.34M -$115K -3,183 -3%
SAG
104
SageView Advisory Group
California
$3.29M +$1.59M +44,348 +94%
Renaissance Technologies
105
Renaissance Technologies
New York
$3.24M +$1.81M +51,500 +127%
YWM
106
Yoder Wealth Management
California
$3.16M -$255K -7,246 -7%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$3.1M -$9.89K -281 -0.3%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$3.06M +$433K +12,296 +16%
JWWM
109
Johnson & White Wealth Management
Pennsylvania
$3.05M +$129K +3,666 +4%
FA
110
FDx Advisors
Illinois
$3.04M -$9.93K -282 -0.3%
SFS
111
Security Financial Services
Indiana
$2.97M -$142K -4,024 -5%
GC
112
Guidance Capital
Kentucky
$2.96M -$179K -5,094 -6%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$2.89M -$35.2K -1,000 -1%
TLP
114
Trinity Legacy Partners
Texas
$2.89M -$57.5K -1,634 -2%
SIC
115
Sigma Investment Counselors
Michigan
$2.87M -$26.6K -756 -0.9%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$2.77M +$227K +6,444 +9%
Northern Trust
117
Northern Trust
Illinois
$2.66M +$36.3K +1,032 +1%
GW
118
GW & Wade
Massachusetts
$2.58M +$212K +6,035 +9%
RF
119
Rollins Financial
Georgia
$2.53M -$217K -6,175 -8%
RFA
120
Rollins Financial Advisors
New York
$2.53M +$2.53M +71,835 New
JWA
121
JFS Wealth Advisors
Pennsylvania
$2.33M -$74.2K -2,108 -3%
GEA
122
Glen Eagle Advisors
New Jersey
$2.32M +$147K +4,178 +7%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$2.25M +$15.9K +451 +0.7%
AWA
124
Arkadios Wealth Advisors
Georgia
$2.24M -$774 -22 -0%
IFWM
125
Institute for Wealth Management
Colorado
$2.22M -$131K -3,724 -6%
3 4
5
6 7