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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.83%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$86.6M
2
RA
2
RFG Advisory
Alabama
$162M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.5M
4
CW
4
Connectus Wealth
Ohio
$7.28M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$12.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$14.5M
2
LWM
2
LJI Wealth Management
Indiana
$350K
3
KW
3
KWB Wealth
California
$4M
4
SI
4
Saxon Interests
Texas
$0
5
Invesco
5
Invesco
Georgia
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$797M -$1.01M -31,676 -0.1%
Bank of America
2
Bank of America
North Carolina
$302M -$2.35M -73,947 -0.8%
Ameriprise
3
Ameriprise
Minnesota
$229M -$10.8M -338,490 -5%
Invesco
4
Invesco
Georgia
$179M -$11.7M -369,034 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$177M -$2.18M -68,459 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$165M -$987K -31,027 -0.6%
RA
7
RFG Advisory
Alabama
$162M +$10.7M +337,632 +7%
WA
8
Waverly Advisors
Alabama
$146M -$2.85M -89,518 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$91.9M +$2.31M +72,471 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$86.6M +$85.9M +2,698,081 +11,580%
BWM
11
Baystate Wealth Management
Massachusetts
$84.3M +$2.38M +74,949 +3%
LPL Financial
12
LPL Financial
California
$73.3M +$922K +28,981 +1%
Morgan Stanley
13
Morgan Stanley
New York
$70.4M -$790K -24,838 -1%
AIA
14
Arbor Investment Advisors
North Carolina
$69M -$845K -26,571 -1%
LW
15
Linscomb Wealth
Texas
$68.8M -$1.13M -35,620 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$59.7M +$511K +16,063 +0.9%
DADC
17
D.A. Davidson & Co
Montana
$52.6M +$794K +24,964 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$48.5M +$7.44M +233,829 +18%
Wells Fargo
19
Wells Fargo
California
$46.6M +$4.96M +155,774 +12%
RVPG
20
Relative Value Partners Group
$45.4M -$1.16M -36,394 -2%
ME
21
McIlrath & Eck
Washington
$44.5M -$1.81M -56,936 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$43.2M +$3.67M +115,473 +9%
KAS
23
Kestra Advisory Services
Texas
$40.8M +$678K +21,305 +2%
SF
24
Synovus Financial
Georgia
$36.6M +$181K +5,681 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$36.2M +$176K +5,524 +0.5%
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