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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 %
WFA
151
West Financial Advisors
Iowa
$1.61M -$102K -2,659 -6%
JCM
152
Jacobi Capital Management
Pennsylvania
$1.58M +$104K +2,698 +7%
NCM
153
Novare Capital Management
North Carolina
$1.56M -$82.1K -2,135 -5%
GIA
154
Gladstone Institutional Advisory
Florida
$1.55M +$3.23K +84 +0.2%
PAG
155
Private Advisor Group
New Jersey
$1.55M -$57.2K -1,486 -4%
FSA
156
Financial Services Advisory
Maryland
$1.51M -$57.2K -1,486 -4%
MHS
157
M Holdings Securities
Oregon
$1.5M -$71.4K -1,855 -5%
OIA
158
OneDigital Investment Advisors
Kansas
$1.49M +$74.9K +1,946 +5%
RK
159
Rather & Kittrell
Tennessee
$1.46M -$30.5K -792 -2%
ACG
160
Allen Capital Group
Nebraska
$1.45M – – –
MCM
161
MAI Capital Management
Ohio
$1.45M +$751K +19,509 +108%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$1.44M +$326K +8,485 +29%
SWM
163
Shakespeare Wealth Management
Wisconsin
$1.44M +$43.4K +1,127 +3%
SFP
164
Sterling Financial Planning
New Jersey
$1.41M -$109K -2,839 -7%
O3W
165
Omni 360 Wealth
New Jersey
$1.4M +$92K +2,392 +7%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$1.39M +$336K +8,729 +32%
Stifel Financial
167
Stifel Financial
Missouri
$1.39M -$37.6K -978 -3%
SWM
168
SigFig Wealth Management
California
$1.35M -$69.6K -1,809 -5%
APP
169
Avantax Planning Partners
Iowa
$1.33M +$40.4K +1,050 +3%
BWA
170
Burt Wealth Advisors
Maryland
$1.3M +$38.5K +1,000 +3%
FG
171
Fairman Group
Pennsylvania
$1.26M +$4.16K +108 +0.3%
AA
172
Addison Advisors
Vermont
$1.21M -$28.5K -740 -2%
DA
173
Detalus Advisors
Missouri
$1.21M -$4.77K -124 -0.4%
CFG
174
Cooper Financial Group
California
$1.21M -$10.5K -274 -0.9%
DPI
175
Diversified Portfolios Inc
Michigan
$1.21M – – –
5 6
7
8 9