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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$447M
2
RA
2
RFG Advisory
Alabama
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
5
Wells Fargo
California
$80M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
4
Charles Schwab
California
$949M
5
WA
5
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.4M -$143K -3,562 -3%
PWP
102
Precedent Wealth Partners
Texas
$4.2M -$232K -5,749 -5%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$4.18M +$851K +21,089 +26%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$4.15M +$9.76K +242 +0.2%
IAA
105
Independent Advisor Alliance
North Carolina
$3.94M +$3.94M +97,720 New
CMS
106
Capital Market Strategies
Florida
$3.74M -$28.4K -703 -0.8%
LPT
107
Legacy Private Trust
Wisconsin
$3.71M -$131K -3,255 -3%
CTC
108
Central Trust Company
Missouri
$3.57M -$151K -3,731 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$3.49M -$40 -1 -0%
RFA
110
Rollins Financial Advisors
New York
$3.48M +$53.6K +1,328 +2%
HHRDM
111
H&H Retirement Design & Management
Nevada
$3.38M -$57.9K -1,385 -2%
YWM
112
Yoder Wealth Management
California
$3.37M – – –
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M +$159K +3,952 +5%
Northern Trust
114
Northern Trust
Illinois
$3.34M +$99.8K +2,475 +3%
KW
115
KWB Wealth
California
$3.31M -$494K -12,163 -13%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$3.24M -$80.7K -2,000 -2%
SIC
117
Sigma Investment Counselors
Michigan
$3.18M -$4.32K -107 -0.1%
FA
118
FDx Advisors
Illinois
$2.84M -$194K -4,797 -6%
SFS
119
Security Financial Services
Indiana
$2.84M -$55.4K -1,374 -2%
SPC
120
Sigma Planning Corp
Michigan
$2.78M -$20.5K -507 -0.7%
MGIA
121
Moneta Group Investment Advisors
Missouri
$2.68M +$37K +918 +1%
TBWA
122
Three Bridge Wealth Advisors
California
$2.65M +$76.7K +1,902 +3%
SF
123
Summit Financial
New Jersey
$2.62M -$103K -2,548 -4%
IFWM
124
Institute for Wealth Management
Colorado
$2.52M -$6.62K -164 -0.3%
JWA
125
JFS Wealth Advisors
Pennsylvania
$2.47M -$113K -2,797 -4%
3 4
5
6 7