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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
Journey Advisory Group
Kentucky
$11.6M
2
BWM
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
RFG Advisory
Alabama
$132M
5
FZCM
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
Invesco
Georgia
$174M
2
MWM
Merriman Wealth Management
Washington
$0
3
PFO
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
Charles Schwab Investment Advisory
California
$803M
5
PAG
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
151
Rather & Kittrell
Tennessee
$1.35M – – –
SAG
152
SageView Advisory Group
California
$1.35M -$112K -3,585 -8%
SFP
153
Sterling Financial Planning
New Jersey
$1.32M -$19.1K -610 -1%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$1.31M -$327K -10,410 -20%
MHS
155
M Holdings Securities
Oregon
$1.29M -$14.3K -455 -1%
GIA
156
Gladstone Institutional Advisory
Florida
$1.23M -$29.8K -950 -2%
SWM
157
Shakespeare Wealth Management
Wisconsin
$1.2M -$22.4K -715 -2%
ACG
158
Allen Capital Group
Nebraska
$1.19M +$1.19M +37,840 New
RPG
159
Resource Planning Group
Georgia
$1.15M -$6.22K -205 -0.5%
PAG
160
Private Advisor Group
New Jersey
$1.14M -$5.02M -160,210 -82%
MWM
161
Modera Wealth Management
New Jersey
$1.14M -$48.1K -1,535 -4%
N
162
Natixis
France
$1.13M +$154K +4,920 +16%
AA
163
Addison Advisors
Vermont
$1.12M -$8.62K -275 -0.8%
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$1.11M – – –
VP
165
Verum Partners
North Carolina
$1.1M +$19K +605 +2%
BWA
166
Burt Wealth Advisors
Maryland
$1.08M – – –
KFP
167
KB Financial Partners
New Jersey
$1.08M – – –
BL
168
Balentine LLC
Georgia
$1.04M – – –
SFS
169
Solitude Financial Services
Virginia
$1.02M -$627 -20 -0.1%
WP
170
Wealthspan Partners
Iowa
$1.01M – – –
LPAM
171
Lodestar Private Asset Management
California
$998K -$34K -1,085 -3%
SFA
172
Sequoia Financial Advisors
Ohio
$990K +$1.57K +50 +0.2%
SC
173
Scotia Capital
Ontario, Canada
$985K +$112K +3,570 +13%
DPI
174
Diversified Portfolios Inc
Michigan
$982K +$982K +31,325 New
APP
175
Avantax Planning Partners
Iowa
$974K -$84.7K -2,700 -8%
5 6
7
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