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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
RFG Advisory
Alabama
$155M
2
Invesco
Invesco
Georgia
$196M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
Wells Fargo
California
$42.8M

Top Sellers

1
CL
COWA LLC
Oklahoma
$332K
2
CSIA
Charles Schwab Investment Advisory
California
$821M
3
BWM
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
176
Balentine LLC
Georgia
$1M -$82.5K -2,520 -8%
SC
177
Scotia Capital
Ontario, Canada
$997K -$30.9K -945 -3%
MHS
178
M Holdings Securities
Oregon
$960K -$389K -11,895 -29%
CFS
179
Cannon Financial Strategists
Georgia
$958K – – –
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$949K -$206K -6,290 -18%
EWM
181
Evercore Wealth Management
New York
$918K – – –
PMFA
182
Plante Moran Financial Advisors
Michigan
$916K – – –
TCBWMS
183
Texas Capital Bank Wealth Management Services
Texas
$914K -$21.9K -670 -2%
CWC
184
Carolinas Wealth Consulting
North Carolina
$899K -$96.2K -2,940 -10%
CFFP
185
Center for Financial Planning
Michigan
$897K +$164 +5 +0%
EWM
186
Echo Wealth Management
Minnesota
$845K +$670K +101,275 +382%
WWM
187
Windsor Wealth Management
Indiana
$840K – – –
HWM
188
HB Wealth Management
Georgia
$834K – – –
AT
189
American Trust
Kentucky
$822K -$2.62K -80 -0.3%
AIA
190
AIMZ Investment Advisors
California
$818K – – –
AA
191
Ancora Advisors
Ohio
$816K +$2.78K +85 +0.3%
EWM
192
Empirical Wealth Management
Washington
$811K -$5.73K -175 -0.7%
Stifel Financial
193
Stifel Financial
Missouri
$803K -$7.52K -230 -0.9%
AAM
194
Austin Asset Management
Texas
$794K – – –
PAG
195
Private Advisor Group
New Jersey
$790K +$208K +12,990 +36%
CIAS
196
Capital Investment Advisory Services
North Carolina
$767K +$13.3K +405 +2%
AWM
197
AE Wealth Management
Kansas
$767K +$278K +8,495 +57%
KWM
198
Kaydan Wealth Management
Michigan
$764K -$33.2K -1,015 -4%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$763K -$43.4K -1,325 -5%
CA
200
Cetera Advisors
Colorado
$760K -$76.6K -2,340 -9%
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