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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$11.6M
2
BWM
2
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
4
RFG Advisory
Alabama
$132M
5
FZCM
5
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$174M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
PFO
3
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
4
Charles Schwab Investment Advisory
California
$803M
5
PAG
5
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$803M -$6.12M -195,130 -0.8%
Bank of America
2
Bank of America
North Carolina
$299M -$2.34M -74,480 -0.8%
Ameriprise
3
Ameriprise
Minnesota
$236M -$4.56M -145,605 -2%
Invesco
4
Invesco
Georgia
$174M -$14.6M -465,060 -8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$171M +$1.47M +46,935 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$166M -$349K -11,140 -0.2%
WA
7
Waverly Advisors
Alabama
$151M -$3.24M -103,220 -2%
RA
8
RFG Advisory
Alabama
$132M +$3.02M +96,155 +2%
BWM
9
Baystate Wealth Management
Massachusetts
$94.9M +$3.4M +108,360 +4%
LPL Financial
10
LPL Financial
California
$75.8M -$852K -27,170 -1%
LW
11
Linscomb Wealth
Texas
$75.1M +$312K +9,935 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$71M -$2.34M -74,545 -3%
AIA
13
Arbor Investment Advisors
North Carolina
$69M -$354K -11,305 -0.5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$57.8M -$1.22M -38,795 -2%
DADC
15
D.A. Davidson & Co
Montana
$49.3M +$251K +8,015 +0.5%
ME
16
McIlrath & Eck
Washington
$46.4M -$640K -20,415 -1%
RVPG
17
Relative Value Partners Group
$46.3M +$512K +16,325 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$40.4M +$2.52M +80,250 +7%
KAS
19
Kestra Advisory Services
Texas
$37.7M +$353K +11,270 +0.9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$37.5M +$713K +22,735 +2%
Wells Fargo
21
Wells Fargo
California
$36.2M -$3.52M -112,125 -9%
HCP
22
Holt Capital Partners
Texas
$35.3M -$286K -9,125 -0.8%
SF
23
Synovus Financial
Georgia
$34.8M +$1.33M +42,320 +4%
CC
24
Callan Capital
California
$34.2M -$297K -9,465 -0.9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$31.2M -$444K -14,160 -1%
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