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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$155M
2
Invesco
2
Invesco
Georgia
$196M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$15.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$184M
5
Wells Fargo
5
Wells Fargo
California
$42.8M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$332K
2
CSIA
2
Charles Schwab Investment Advisory
California
$821M
3
BWM
3
Baystate Wealth Management
Massachusetts
$84.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$92.1M
5
LW
5
Linscomb Wealth
Texas
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$821M -$17.3M -530,060 -2%
Bank of America
2
Bank of America
North Carolina
$313M +$1.2M +36,570 +0.4%
Ameriprise
3
Ameriprise
Minnesota
$245M -$927K -28,345 -0.4%
Invesco
4
Invesco
Georgia
$196M +$14.1M +430,140 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$184M +$5.72M +174,630 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$170M -$2.68M -81,770 -2%
RA
7
RFG Advisory
Alabama
$155M +$17.9M +546,045 +13%
WA
8
Waverly Advisors
Alabama
$153M -$4.5M -137,445 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$92.1M -$9.45M -288,720 -9%
BWM
10
Baystate Wealth Management
Massachusetts
$84.3M -$14.8M -451,635 -15%
LPL Financial
11
LPL Financial
California
$74.4M -$4.66M -142,340 -6%
Morgan Stanley
12
Morgan Stanley
New York
$73.2M -$919K -28,070 -1%
LW
13
Linscomb Wealth
Texas
$71.9M -$6.43M -196,575 -8%
AIA
14
Arbor Investment Advisors
North Carolina
$71.9M -$172K -5,250 -0.2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$60.8M +$506K +15,445 +0.8%
DADC
16
D.A. Davidson & Co
Montana
$53.3M +$1.89M +57,655 +4%
RVPG
17
Relative Value Partners Group
$47.9M -$394K -12,040 -0.8%
ME
18
McIlrath & Eck
Washington
$47.6M -$812K -24,800 -2%
Wells Fargo
19
Wells Fargo
California
$42.8M +$5.05M +154,190 +13%
Osaic Holdings
20
Osaic Holdings
Arizona
$42.2M +$172K +5,260 +0.4%
KAS
21
Kestra Advisory Services
Texas
$41.3M +$1.95M +59,660 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$40.6M +$1.51M +46,250 +4%
SF
23
Synovus Financial
Georgia
$37.5M +$1.21M +37,015 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$37.1M +$4.52M +138,095 +14%
HCP
25
Holt Capital Partners
Texas
$36.8M -$85.9K -2,625 -0.2%
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