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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$447M
2
RA
RFG Advisory
Alabama
$254M
3
Ameriprise
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
Wells Fargo
California
$80M

Top Sellers

1
Invesco
Invesco
Georgia
$132M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
Charles Schwab
California
$949M
5
WA
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$971K – – –
AA
202
Ancora Advisors
Ohio
$955K -$3.03K -75 -0.3%
HGERS
203
Householder Group Estate & Retirement Specialist
Arizona
$949K – – –
KWM
204
Kaydan Wealth Management
Michigan
$942K – – –
PAG
205
Private Advisor Group
New Jersey
$921K -$568K -14,072 -38%
BJL
206
Brighton Jones LLC
Washington
$910K -$43K -1,066 -5%
CL
207
Choreo LLC
Illinois
$891K – – –
CIBC World Market
208
CIBC World Market
Ontario, Canada
$882K +$24.6K +609 +3%
SFG
209
Sovereign Financial Group
Connecticut
$847K +$18.8K +467 +2%
CAM
210
Cresset Asset Management
Illinois
$847K -$310K -7,674 -27%
CFFP
211
Center for Financial Planning
Michigan
$830K -$8.96K -222 -1%
RFC
212
Regions Financial Corp
Alabama
$824K – – –
SHFA
213
SC&H Financial Advisors
Maryland
$810K -$7.22K -179 -0.9%
BSTWA
214
Blake Schutter Theil Wealth Advisors
Ohio
$807K -$150K -3,708 -16%
SPFA
215
Summit Place Financial Advisors
New Jersey
$807K – – –
EWM
216
Evercore Wealth Management
New York
$803K – – –
SAG
217
SageView Advisory Group
California
$791K +$107K +2,659 +16%
LPAM
218
Lodestar Private Asset Management
California
$790K -$2.82K -70 -0.4%
SIA
219
SkyView Investment Advisors
New Jersey
$783K – – –
AF
220
Apexium Financial
Texas
$770K -$42.2K -1,047 -5%
WP
221
WealthShield Partners
North Carolina
$770K -$14.9K -370 -2%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$768K -$177K -4,400 -19%
EWM
223
Empirical Wealth Management
Washington
$755K -$43.6K -1,080 -5%
AIP
224
Almanack Investment Partners
Pennsylvania
$748K – – –
CB
225
Cadence Bank
Mississippi
$747K -$2.58K -64 -0.3%
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