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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

483 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+21
Holders Change %
+4.55%
% of All Funds
7%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
47
Increased
137
Reduced
150
Closed
16
Calls
$142K
Puts
$300K
Net Calls
-$158K
Net Calls Change
-$218K

Top Buyers

1
Mariner
1
Mariner
Kansas
$110M
2
GA
2
Geller Advisors
New York
$19.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$24M
4
KAS
4
Kestra Advisory Services
Texas
$62.4M
5
RA
5
RFG Advisory
Alabama
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$927M
3
Ameriprise
3
Ameriprise
Minnesota
$243M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$927M -$48.3M -1,256,304 -5%
Bank of America
2
Bank of America
North Carolina
$417M +$989K +25,709 +0.2%
Ameriprise
3
Ameriprise
Minnesota
$243M -$38.2M -993,720 -14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$212M +$1.98M +51,433 +0.9%
RA
5
RFG Advisory
Alabama
$209M +$7.66M +199,053 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$187M -$2.26M -58,776 -1%
WA
7
Waverly Advisors
Alabama
$169M -$5.84M -151,707 -3%
Invesco
8
Invesco
Georgia
$148M -$9.35M -243,006 -6%
Mariner
9
Mariner
Kansas
$110M +$102M +2,659,826 +1,282%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$105M -$7.31M -189,917 -7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$102M -$423K -11,001 -0.4%
LPL Financial
12
LPL Financial
California
$92.4M +$3.84M +99,885 +4%
Morgan Stanley
13
Morgan Stanley
New York
$84.2M -$83.9M -2,180,273 -50%
AIA
14
Arbor Investment Advisors
North Carolina
$84M -$715K -18,592 -0.8%
LW
15
Linscomb Wealth
Texas
$80.9M +$463K +12,036 +0.6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$71.3M -$2.25M -58,426 -3%
DADC
17
D.A. Davidson & Co
Montana
$63M -$2.36M -61,454 -4%
KAS
18
Kestra Advisory Services
Texas
$62.4M +$11.3M +294,193 +22%
Wells Fargo
19
Wells Fargo
California
$62.3M +$1.47M +38,130 +2%
RVPG
20
Relative Value Partners Group
$48.2M -$845K -23,827 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$48.1M +$1.71M +44,515 +4%
SF
22
Synovus Financial
Georgia
$47.5M +$1.76M +45,675 +4%
ME
23
McIlrath & Eck
Washington
$43.7M -$7M -181,859 -14%
HCP
24
Holt Capital Partners
Texas
$41.7M -$507K -13,175 -1%
CC
25
Callan Capital
California
$39.2M -$124K -3,225 -0.3%
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