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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 %
PWP
176
Principle Wealth Partners
Connecticut
$971K – – –
JCM
177
Jacobi Capital Management
Pennsylvania
$963K -$3.92K -125 -0.4%
CCM
178
Colorado Capital Management
Colorado
$959K – – –
CWC
179
Carolinas Wealth Consulting
North Carolina
$954K -$6.27K -200 -0.7%
TRCT
180
Tower Research Capital (TRC)
New York
$934K +$412K +13,135 +79%
CFS
181
Cannon Financial Strategists
Georgia
$918K – – –
TCBWMS
182
Texas Capital Bank Wealth Management Services
Texas
$896K -$542K -17,290 -38%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$885K +$267K +8,510 +43%
EWM
184
Evercore Wealth Management
New York
$879K +$24.5K +780 +3%
PMFA
185
Plante Moran Financial Advisors
Michigan
$877K -$58.2K -1,855 -6%
Jane Street
186
Jane Street
New York
$864K +$864K +27,545 New
CFFP
187
Center for Financial Planning
Michigan
$859K +$157 +5 +0%
EWM
188
Echo Wealth Management
Minnesota
$832K -$65.7K -2,095 -7%
WWM
189
Windsor Wealth Management
Indiana
$808K – – –
CA
190
Cetera Advisors
Colorado
$801K +$45.5K +1,450 +6%
HWM
191
HB Wealth Management
Georgia
$799K – – –
AIA
192
AIMZ Investment Advisors
California
$784K – – –
EWM
193
Empirical Wealth Management
Washington
$783K +$193K +6,155 +33%
AA
194
Ancora Advisors
Ohio
$780K – – –
Stifel Financial
195
Stifel Financial
Missouri
$777K +$74.3K +2,370 +11%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$772K +$772K +24,625 New
KWM
197
Kaydan Wealth Management
Michigan
$764K -$7.37K -235 -1%
AAM
198
Austin Asset Management
Texas
$761K – – –
GVAG
199
Great Valley Advisor Group
Delaware
$744K – – –
RAG
200
RIA Advisory Group
Iowa
$735K +$31.4K +1,000 +4%
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