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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
1
Mariner
Kansas
$110M
2
GA
2
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$24M
4
KAS
4
Kestra Advisory Services
Texas
$62.4M
5
RA
5
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
3
Ameriprise
Minnesota
$243M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
101
Central Trust Company
Missouri
$3.72M -$155K -4,025 -4%
UWS
102
Unique Wealth Strategies
Illinois
$3.72M -$3.27M -85,043 -47%
CMS
103
Capital Market Strategies
Florida
$3.71M -$84K -2,184 -2%
KW
104
KWB Wealth
California
$3.69M -$407K -10,592 -10%
JWWM
105
Johnson & White Wealth Management
Pennsylvania
$3.52M +$189K +4,920 +6%
Renaissance Technologies
106
Renaissance Technologies
New York
$3.43M -$112K -2,900 -3%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$3.36M -$26.2K -680 -0.8%
YWM
108
Yoder Wealth Management
California
$3.31M -$146K -3,796 -4%
Citadel Advisors
109
Citadel Advisors
Florida
$3.27M +$1.25M +32,491 +62%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$3.16M – – –
SFS
111
Security Financial Services
Indiana
$3.15M -$100K -2,605 -3%
FA
112
FDx Advisors
Illinois
$3.13M -$187K -4,870 -6%
SIC
113
Sigma Investment Counselors
Michigan
$3.08M -$52.6K -1,366 -2%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$3.03M +$2.52M +65,416 +487%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$2.99M -$43.7K -1,136 -1%
Northern Trust
116
Northern Trust
Illinois
$2.9M -$6.42K -167 -0.2%
RFA
117
Rollins Financial Advisors
New York
$2.9M +$133K +3,470 +5%
HHRDM
118
H&H Retirement Design & Management
Nevada
$2.83M -$600K -16,214 -17%
EFS
119
Essex Financial Services
Connecticut
$2.74M +$899K +23,364 +49%
GEA
120
Glen Eagle Advisors
New Jersey
$2.57M +$33.3K +865 +1%
SPC
121
Sigma Planning Corp
Michigan
$2.55M +$1.56M +40,627 +158%
Jane Street
122
Jane Street
New York
$2.53M +$2.15M +55,829 +558%
JWA
123
JFS Wealth Advisors
Pennsylvania
$2.52M -$17.6K -458 -0.7%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$2.47M +$3.92K +102 +0.2%
IFWM
125
Institute for Wealth Management
Colorado
$2.41M -$11.8K -307 -0.5%
3 4
5
6 7