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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 %
PWP
176
Principle Wealth Partners
Connecticut
$1.19M – – –
BL
177
Balentine LLC
Georgia
$1.18M -$885 -23 -0.1%
SWP
178
Stratos Wealth Partners
Ohio
$1.16M +$18.5K +481 +2%
PMFA
179
Plante Moran Financial Advisors
Michigan
$1.15M +$74.8K +1,945 +7%
EFA
180
Edge Financial Advisors
Illinois
$1.15M +$1.15M +29,772 New
CFS
181
Cannon Financial Strategists
Georgia
$1.13M – – –
CAM
182
Cresset Asset Management
Illinois
$1.11M +$219K +5,705 +25%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$1.1M -$23K -599 -2%
SFA
184
Sequoia Financial Advisors
Ohio
$1.09M +$92.8K +2,413 +9%
CCM
185
Colorado Capital Management
Colorado
$1.09M – – –
EFP
186
EnRich Financial Partners
Wisconsin
$1.04M -$24.9K -647 -2%
NA
187
NewEdge Advisors
Louisiana
$1.03M +$8.23K +214 +0.8%
CFFP
188
Center for Financial Planning
Michigan
$1M -$8.54K -222 -0.8%
HWM
189
HB Wealth Management
Georgia
$986K +$9.23K +240 +0.9%
CWC
190
Carolinas Wealth Consulting
North Carolina
$986K +$822K +102,594 +500%
AIA
191
AIMZ Investment Advisors
California
$962K – – –
WP
192
Wealthspan Partners
Iowa
$959K -$78.7K -2,045 -8%
AWM
193
Austin Wealth Management
Texas
$941K – – –
AAM
194
Austin Asset Management
Texas
$934K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$925K -$566K -14,715 -38%
HGERS
196
Householder Group Estate & Retirement Specialist
Arizona
$925K +$3.69K +96 +0.4%
AA
197
Ancora Advisors
Ohio
$914K -$42.5K -1,105 -4%
KWM
198
Kaydan Wealth Management
Michigan
$898K – – –
SC
199
Savant Capital
Illinois
$873K +$148K +3,836 +20%
BJL
200
Brighton Jones LLC
Washington
$865K +$169K +4,403 +24%
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