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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$892M +$10.4M +294,637 +1%
Bank of America
2
Bank of America
North Carolina
$381M +$46.3M +1,315,637 +14%
Ameriprise
3
Ameriprise
Minnesota
$257M +$5.92M +168,289 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M -$3.21M -91,129 -2%
RA
5
RFG Advisory
Alabama
$184M +$4.88M +138,691 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M -$8.92M -253,277 -5%
WA
7
Waverly Advisors
Alabama
$160M -$1.83M -52,023 -1%
Morgan Stanley
8
Morgan Stanley
New York
$154M +$75.9M +2,155,692 +97%
Invesco
9
Invesco
Georgia
$144M -$54M -1,534,234 -27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$102M +$749K +21,290 +0.7%
BWM
11
Baystate Wealth Management
Massachusetts
$95.4M +$2.13M +60,516 +2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$93.3M -$2.46M -69,772 -3%
LPL Financial
13
LPL Financial
California
$81M -$39.7K -1,127 -0%
AIA
14
Arbor Investment Advisors
North Carolina
$77.5M +$1.13M +32,183 +1%
LW
15
Linscomb Wealth
Texas
$73.6M -$2.52M -71,490 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$67.3M +$1.26M +35,730 +2%
DADC
17
D.A. Davidson & Co
Montana
$59.8M +$1.54M +43,837 +3%
Wells Fargo
18
Wells Fargo
California
$55.6M +$4.13M +117,438 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$49M +$1.25M +35,551 +3%
RVPG
20
Relative Value Partners Group
$48.7M -$1.52M -43,320 -3%
KAS
21
Kestra Advisory Services
Texas
$46.8M +$1.62M +46,085 +4%
ME
22
McIlrath & Eck
Washington
$46.4M -$2.78M -79,042 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$46M -$7.68M -218,104 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$42.4M +$2.4M +68,193 +6%
SF
25
Synovus Financial
Georgia
$41.9M +$1.32M +37,586 +3%
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