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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 %
CL
201
Choreo LLC
Illinois
$894K – – –
CIBC World Market
202
CIBC World Market
Ontario, Canada
$864K +$43.8K +1,077 +5%
CFFP
203
Center for Financial Planning
Michigan
$845K -$179K -4,406 -17%
SFG
204
Sovereign Financial Group
Connecticut
$834K +$43.4K +1,069 +5%
RFC
205
Regions Financial Corp
Alabama
$830K – – –
SHFA
206
SC&H Financial Advisors
Maryland
$823K +$2.19K +54 +0.3%
AF
207
Apexium Financial
Texas
$818K – – –
IWC
208
Integrated Wealth Concepts
Massachusetts
$816K +$98.3K +2,419 +14%
SPFA
209
Summit Place Financial Advisors
New Jersey
$813K – – –
EWM
210
Evercore Wealth Management
New York
$809K – – –
EWM
211
Empirical Wealth Management
Washington
$804K +$126K +3,095 +19%
LPAM
212
Lodestar Private Asset Management
California
$798K +$3.17K +78 +0.4%
SC
213
Sinecera Capital
Texas
$796K +$41 +1 +0%
WP
214
WealthShield Partners
North Carolina
$790K -$3.05K -75 -0.4%
MFG
215
Merit Financial Group
Georgia
$789K -$75.5K -1,859 -9%
SIA
216
SkyView Investment Advisors
New Jersey
$789K – – –
WIM
217
WealthPlan Investment Management
Nebraska
$764K +$764K +18,815 New
CB
218
Cadence Bank
Mississippi
$755K +$755K +18,584 New
AIP
219
Almanack Investment Partners
Pennsylvania
$753K – – –
MSFS
220
Main Street Financial Solutions
Pennsylvania
$750K -$28.6K -705 -4%
Jane Street
221
Jane Street
New York
$740K -$237K -5,844 -24%
SAG
222
SageView Advisory Group
California
$689K -$257K -6,316 -27%
SFS
223
Solitude Financial Services
Virginia
$683K -$204K -5,010 -23%
WCF
224
West Coast Financial
California
$683K -$10.6K -262 -2%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$679K +$159K +3,918 +31%
7 8
9
10 11