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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
RFG Advisory
Alabama
$155M
2
Invesco
Invesco
Georgia
$196M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
Wells Fargo
California
$42.8M

Top Sellers

1
CL
COWA LLC
Oklahoma
$332K
2
CSIA
Charles Schwab Investment Advisory
California
$821M
3
BWM
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
126
Northwest Bancshares
Pennsylvania
$2.07M -$282K -8,625 -12%
GLA
127
Great Lakes Advisors
Illinois
$2.04M -$844K -25,800 -29%
GEA
128
Glen Eagle Advisors
New Jersey
$2M +$12.7K +385 +0.6%
WA
129
Win Advisors
Florida
$1.98M +$1.98M +74,075 New
BPA
130
Beacon Pointe Advisors
California
$1.96M +$145K +4,430 +8%
WP
131
WMS Partners
Maryland
$1.95M – – –
TBWA
132
Three Bridge Wealth Advisors
California
$1.94M +$154K +4,715 +9%
AWA
133
Arkadios Wealth Advisors
Georgia
$1.94M -$380K -11,600 -16%
US Bancorp
134
US Bancorp
Minnesota
$1.93M -$83.6K -2,555 -4%
FAIM
135
Financial Advocates Investment Management
Washington
$1.92M +$152K +4,645 +9%
SSWM
136
Smith Salley Wealth Management
North Carolina
$1.89M – – –
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.87M +$498K +15,215 +36%
FTUS
138
Flow Traders U.S.
New York
$1.72M -$1.02M -31,310 -37%
CWM
139
Cahill Wealth Management
Michigan
$1.72M -$118K -3,590 -6%
BIA
140
Bell Investment Advisors
California
$1.72M +$491 +15 +0%
MA
141
Montag & Associates
Georgia
$1.71M – – –
EFS
142
Essex Financial Services
Connecticut
$1.66M -$36.8K -1,125 -2%
BBHC
143
Brown Brothers Harriman & Co
New York
$1.59M – – –
NCM
144
Novare Capital Management
North Carolina
$1.57M -$49.1K -1,500 -3%
WFA
145
West Financial Advisors
Iowa
$1.51M -$24.5K -750 -2%
MFS
146
McNamara Financial Services
Massachusetts
$1.49M – – –
BP
147
Ballentine Partners
Massachusetts
$1.46M -$176K -5,380 -11%
OIA
148
OneDigital Investment Advisors
Kansas
$1.44M -$35.2K -1,075 -2%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$1.44M +$516K +15,730 +56%
RK
150
Rather & Kittrell
Tennessee
$1.4M -$5.07K -155 -0.4%
4 5
6
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