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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 %
SWC
126
Spectrum Wealth Counsel
Indiana
$2.4M – – –
AWA
127
Arkadios Wealth Advisors
Georgia
$2.35M -$99.1K -2,577 -4%
WP
128
WMS Partners
Maryland
$2.3M – – –
NB
129
Northwest Bancshares
Pennsylvania
$2.29M -$115K -2,984 -5%
SSWM
130
Smith Salley Wealth Management
North Carolina
$2.29M – – –
HTC
131
Haverford Trust Company
Pennsylvania
$2.26M -$110K -2,860 -5%
TBWA
132
Three Bridge Wealth Advisors
California
$2.26M -$135K -3,504 -6%
MGIA
133
Moneta Group Investment Advisors
Missouri
$2.24M +$11.5K +300 +0.5%
SF
134
Summit Financial
New Jersey
$2.2M -$53.5K -1,390 -2%
US Bancorp
135
US Bancorp
Minnesota
$2.18M +$172K +4,465 +9%
PP
136
Prudential plc
United Kingdom
$2.09M +$77.7K +2,020 +4%
Wealthfront Advisers
137
Wealthfront Advisers
California
$2.01M +$183K +4,759 +10%
MA
138
Montag & Associates
Georgia
$2.01M – – –
BPA
139
Beacon Pointe Advisors
California
$1.96M +$162K +4,213 +9%
CWM
140
Cahill Wealth Management
Michigan
$1.9M -$61.2K -1,590 -3%
BIA
141
Bell Investment Advisors
California
$1.9M -$1.54K -40 -0.1%
FAIM
142
Financial Advocates Investment Management
Washington
$1.86M +$1.04K +27 +0.1%
CA
143
Cetera Advisors
Colorado
$1.82M +$922K +23,973 +103%
Comerica Bank
144
Comerica Bank
Texas
$1.8M -$5.96K -155 -0.3%
GLA
145
Great Lakes Advisors
Illinois
$1.79M – – –
VP
146
Verum Partners
North Carolina
$1.78M -$4.81K -125 -0.3%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.73M +$1.45M +37,720 +529%
BP
148
Ballentine Partners
Massachusetts
$1.72M +$38 +1 +0%
MFS
149
McNamara Financial Services
Massachusetts
$1.68M -$29K -753 -2%
MWM
150
Modera Wealth Management
New Jersey
$1.62M +$48.5K +1,262 +3%
4 5
6
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