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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$54.3M
2
HCP
Holt Capital Partners
Texas
$42.8M
3
RA
RFG Advisory
Alabama
$243M
4
GAG
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
Charles Schwab
California
$961M
4
WA
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
101
Legacy Private Trust
Wisconsin
$3.87M -$221K -5,431 -5%
CMS
102
Capital Market Strategies
Florida
$3.79M -$63.6K -1,565 -2%
CTC
103
Central Trust Company
Missouri
$3.75M -$126K -3,111 -3%
KW
104
KWB Wealth
California
$3.55M +$38.1K +1,004 +1%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.52M +$41 +1 +0%
RFA
106
Rollins Financial Advisors
New York
$3.45M +$222K +5,452 +7%
YWM
107
Yoder Wealth Management
California
$3.39M -$27.2K -670 -0.8%
HHRDM
108
H&H Retirement Design & Management
Nevada
$3.37M +$237K +5,768 +8%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$3.34M +$3.1M +76,629 +1,289%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$3.34M – – –
Northern Trust
111
Northern Trust
Illinois
$3.26M -$197K -4,855 -6%
WOSD
112
WFA of San Diego
California
$3.22M -$46.1K -1,134 -1%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.22M -$835K -20,561 -21%
SIC
114
Sigma Investment Counselors
Michigan
$3.21M -$101K -2,493 -3%
FA
115
FDx Advisors
Illinois
$3.06M -$148K -3,650 -5%
SFS
116
Security Financial Services
Indiana
$2.92M -$329K -8,088 -10%
SPC
117
Sigma Planning Corp
Michigan
$2.82M +$6.3K +155 +0.2%
SF
118
Summit Financial
New Jersey
$2.75M +$420K +10,336 +18%
MGIA
119
Moneta Group Investment Advisors
Missouri
$2.66M +$316K +7,772 +13%
JWA
120
JFS Wealth Advisors
Pennsylvania
$2.6M -$8.82K -217 -0.3%
TBWA
121
Three Bridge Wealth Advisors
California
$2.59M +$226K +5,573 +10%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$2.57M -$43.1K -1,060 -2%
IFWM
123
Institute for Wealth Management
Colorado
$2.54M -$975 -24 -0%
GEA
124
Glen Eagle Advisors
New Jersey
$2.47M -$227K -5,584 -8%
SWC
125
Spectrum Wealth Counsel
Indiana
$2.42M -$119K -2,925 -5%
3 4
5
6 7