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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
Mariner
Kansas
$110M
2
GA
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24M
4
KAS
Kestra Advisory Services
Texas
$62.4M
5
RA
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$84.2M
2
CSIA
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
Ameriprise
Minnesota
$243M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
201
Lodestar Private Asset Management
California
$864K -$11.5K -298 -1%
GVAG
202
Great Valley Advisor Group
Delaware
$863K -$1.27K -33 -0.1%
CL
203
Choreo LLC
Illinois
$850K +$43.5K +1,130 +5%
CIAS
204
Capital Investment Advisory Services
North Carolina
$847K -$45.8K -1,190 -5%
SFS
205
Solitude Financial Services
Virginia
$818K -$309K -8,024 -27%
AC
206
Abbrea Capital
California
$786K – – –
RFC
207
Regions Financial Corp
Alabama
$786K +$241K +6,255 +44%
MFG
208
Merit Financial Group
Georgia
$784K +$69.2K +1,856 +10%
WP
209
WealthShield Partners
North Carolina
$779K -$10.6K -275 -1%
SHFA
210
SC&H Financial Advisors
Maryland
$776K +$1.89K +49 +0.2%
CB
211
Cadence Bank
Mississippi
$775K +$61.1K +1,588 +9%
SPFA
212
Summit Place Financial Advisors
New Jersey
$769K – – –
EWM
213
Evercore Wealth Management
New York
$766K – – –
AF
214
Apexium Financial
Texas
$761K -$3.46K -90 -0.5%
SC
215
Sinecera Capital
Texas
$754K – – –
SFG
216
Sovereign Financial Group
Connecticut
$747K +$4.89K +127 +0.7%
EWM
217
Empirical Wealth Management
Washington
$738K -$264K -6,870 -26%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$738K +$2.96K +77 +0.4%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$737K -$24K -625 -3%
PWM
220
Paulson Wealth Management
Illinois
$725K – – –
AIP
221
Almanack Investment Partners
Pennsylvania
$713K – – –
SIA
222
SkyView Investment Advisors
New Jersey
$710K +$710K +18,460 New
WP
223
WealthPLAN Partners
Nebraska
$698K +$6.39K +166 +0.9%
CAM
224
Crestone Asset Management
Colorado
$696K +$696K +18,100 New
Empower Advisory Group
225
Empower Advisory Group
Colorado
$662K -$962 -25 -0.1%
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9
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