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

Top Sellers

1
Invesco
Invesco
Georgia
$132M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
Charles Schwab
California
$949M
5
WA
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Smith Salley Wealth Management
North Carolina
$2.4M – – –
NB
127
Northwest Bancshares
Pennsylvania
$2.39M – – –
SWC
128
Spectrum Wealth Counsel
Indiana
$2.34M -$60.1K -1,490 -3%
GC
129
Guidance Capital
Kentucky
$2.3M +$2.3M +54,612 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$2.23M +$373K +27,588 +20%
JCM
131
Jacobi Capital Management
Pennsylvania
$2.2M +$73.1K +1,811 +3%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$2.15M +$1.53M +37,960 +247%
GEA
133
Glen Eagle Advisors
New Jersey
$2.12M -$340K -8,424 -14%
MA
134
Montag & Associates
Georgia
$2.1M – – –
Wealthfront Advisers
135
Wealthfront Advisers
California
$2.06M +$134K +3,325 +7%
FAIM
136
Financial Advocates Investment Management
Washington
$2.04M +$114K +2,831 +6%
US Bancorp
137
US Bancorp
Minnesota
$2.04M -$29.3K -727 -1%
BPA
138
Beacon Pointe Advisors
California
$2.03M -$88K -2,182 -4%
SWP
139
Stratos Wealth Partners
Ohio
$2M -$100K -2,479 -5%
CWM
140
Cahill Wealth Management
Michigan
$1.99M +$323 +8 +0%
SSWM
141
Sheets Smith Wealth Management
North Carolina
$1.92M -$624K -15,472 -24%
BIA
142
Bell Investment Advisors
California
$1.92M -$35.4K -877 -2%
Comerica Bank
143
Comerica Bank
Texas
$1.88M +$42.9K +1,064 +2%
GLA
144
Great Lakes Advisors
Illinois
$1.88M – – –
GVAG
145
Great Valley Advisor Group
Delaware
$1.87M +$305K +7,564 +20%
QC
146
Quadrature Capital
United Kingdom
$1.84M +$1.84M +45,721 New
Citadel Advisors
147
Citadel Advisors
Florida
$1.8M +$1.49M +36,972 +485%
HTC
148
Haverford Trust Company
Pennsylvania
$1.74M -$240K -5,958 -12%
BP
149
Ballentine Partners
Massachusetts
$1.74M – – –
MWM
150
Modera Wealth Management
New Jersey
$1.68M -$19.9K -493 -1%
4 5
6
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