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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.9M
2
HCP
Holt Capital Partners
Texas
+$18M
3
RA
RFG Advisory
Alabama
+$16.5M
4
GAG
Goodman Advisory Group
Massachusetts
+$16.1M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.82M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.51M
3
Charles Schwab
Charles Schwab
California
-$4.86M
4
WA
Waverly Advisors
Alabama
-$4.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
176
Plante Moran Financial Advisors
Michigan
$1.22M – – –
CFS
177
Cannon Financial Strategists
Georgia
$1.19M – – –
EFA
178
Edge Financial Advisors
Illinois
$1.18M +$1.18M +28,968 New
EWA
179
EP Wealth Advisors
California
$1.17M +$204K +5,023 +21%
CAM
180
Cresset Asset Management
Illinois
$1.16M -$2.52K -62 -0.2%
BFA
181
Bragg Financial Advisors
North Carolina
$1.16M +$1.16M +28,560 New
CFG
182
Cooper Financial Group
California
$1.16M -$130K -3,205 -10%
CCM
183
Colorado Capital Management
Colorado
$1.14M -$5.89K -145 -0.5%
NA
184
NewEdge Advisors
Louisiana
$1.09M +$406 +10 +0%
EFP
185
EnRich Financial Partners
Wisconsin
$1.07M -$4.1K -101 -0.4%
DWT
186
Dorsey & Whitney Trust
South Dakota
$1.06M +$813K +20,000 +325%
HWM
187
HB Wealth Management
Georgia
$1.04M – – –
AIA
188
AIMZ Investment Advisors
California
$1.02M – – –
WP
189
Wealthspan Partners
Iowa
$1.01M – – –
Neuberger Berman Group
190
Neuberger Berman Group
New York
$1.01M +$1.01M +24,763 New
AWM
191
Austin Wealth Management
Texas
$986K -$2.33K -58 -0.2%
AAM
192
Austin Asset Management
Texas
$986K – – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$978K +$448K +11,026 +85%
AA
194
Ancora Advisors
Ohio
$965K – – –
BSTWA
195
Blake Schutter Theil Wealth Advisors
Ohio
$964K +$964K +23,715 New
BJL
196
Brighton Jones LLC
Washington
$960K +$27.9K +687 +3%
HGERS
197
Householder Group Estate & Retirement Specialist
Arizona
$956K -$13.2K -326 -1%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$952K -$37.6K -927 -4%
KWM
199
Kaydan Wealth Management
Michigan
$949K – – –
CIAS
200
Capital Investment Advisory Services
North Carolina
$908K – – –
6 7
8
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