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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Solitude Financial Services
Virginia
$938K -$70.1K -2,202 -7%
CFS
177
Cannon Financial Strategists
Georgia
$932K – – –
Kovitz Investment Group Partners
178
Kovitz Investment Group Partners
Illinois
$922K – – –
SC
179
Scotia Capital
Ontario, Canada
$918K -$50.8K -1,595 -5%
CCM
180
Colorado Capital Management
Colorado
$913K -$60.7K -1,907 -6%
SWP
181
Stratos Wealth Partners
Ohio
$899K +$271K +8,508 +43%
PMFA
182
Plante Moran Financial Advisors
Michigan
$890K – – –
Stifel Financial
183
Stifel Financial
Missouri
$874K +$92.1K +2,895 +12%
CFFP
184
Center for Financial Planning
Michigan
$835K -$37.1K -1,166 -4%
WWM
185
Windsor Wealth Management
Indiana
$817K – – –
HWM
186
HB Wealth Management
Georgia
$808K -$2.64K -83 -0.3%
EWM
187
Echo Wealth Management
Minnesota
$803K -$3.26M -102,566 -80%
AIA
188
AIMZ Investment Advisors
California
$796K – – –
AA
189
Ancora Advisors
Ohio
$791K -$2.71K -85 -0.3%
CA
190
Cetera Advisors
Colorado
$785K +$46.5K +1,462 +6%
EWM
191
Empirical Wealth Management
Washington
$784K -$4.42K -139 -0.6%
AAM
192
Austin Asset Management
Texas
$772K +$32 +1 +0%
CIAS
193
Capital Investment Advisory Services
North Carolina
$746K – – –
PAG
194
Private Advisor Group
New Jersey
$745K -$826K -25,944 -53%
KWM
195
Kaydan Wealth Management
Michigan
$743K – – –
NA
196
NewEdge Advisors
Louisiana
$731K +$395K +12,415 +118%
LPAM
197
Lodestar Private Asset Management
California
$727K -$290K -9,116 -29%
RAG
198
RIA Advisory Group
Iowa
$727K +$25.6K +805 +4%
RJT
199
Raymond James Trust
Florida
$726K +$68.9K +2,165 +10%
CAM
200
Cresset Asset Management
Illinois
$724K +$4.81K +151 +0.7%
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