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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBWA
126
Three Bridge Wealth Advisors
California
$1.93M +$41.2K +1,294 +2%
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$1.93M +$1.93M +60,554 New
US Bancorp
128
US Bancorp
Minnesota
$1.92M +$52.2K +1,641 +3%
WP
129
WMS Partners
Maryland
$1.92M +$23.6K +742 +1%
SSWM
130
Smith Salley Wealth Management
North Carolina
$1.89M +$53.6K +1,685 +3%
SF
131
Summit Financial
New Jersey
$1.88M -$3.21M -100,930 -63%
FAIM
132
Financial Advocates Investment Management
Washington
$1.87M +$1.24K +39 +0.1%
MGIA
133
Moneta Group Investment Advisors
Missouri
$1.86M -$8.44M -265,369 -82%
PP
134
Prudential plc
United Kingdom
$1.83M -$338K -10,628 -16%
CWM
135
Cahill Wealth Management
Michigan
$1.68M +$318 +10 +0%
MA
136
Montag & Associates
Georgia
$1.66M – – –
BPA
137
Beacon Pointe Advisors
California
$1.64M -$268K -8,435 -14%
BBHC
138
Brown Brothers Harriman & Co
New York
$1.6M +$61.6K +1,935 +4%
BIA
139
Bell Investment Advisors
California
$1.57M -$100K -3,146 -6%
VP
140
Verum Partners
North Carolina
$1.55M +$458K +14,404 +42%
Comerica Bank
141
Comerica Bank
Texas
$1.54M +$1.54M +48,404 New
EFS
142
Essex Financial Services
Connecticut
$1.53M -$85.5K -2,688 -5%
SAG
143
SageView Advisory Group
California
$1.5M -$540K -16,984 -27%
WFA
144
West Financial Advisors
Iowa
$1.43M -$31.3K -985 -2%
BP
145
Ballentine Partners
Massachusetts
$1.43M +$4.9K +154 +0.3%
MFS
146
McNamara Financial Services
Massachusetts
$1.42M -$17.6K -552 -1%
OIA
147
OneDigital Investment Advisors
Kansas
$1.37M -$29.8K -938 -2%
NCM
148
Novare Capital Management
North Carolina
$1.37M -$160K -5,025 -10%
SWM
149
SigFig Wealth Management
California
$1.36M -$4.93K -155 -0.4%
FSA
150
Financial Services Advisory
Maryland
$1.34M +$655K +20,571 +96%
4 5
6
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