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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

476 hedge funds and large institutions have $4.68B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-7
Holders Change %
-1.45%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
30
Increased
133
Reduced
141
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$902M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$10.8M
3
RA
3
RFG Advisory
Alabama
$212M
4
Wells Fargo
4
Wells Fargo
California
$66M
5
EFS
5
Essex Financial Services
Connecticut
$5.98M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.87M
3
ME
3
McIlrath & Eck
Washington
$25M
4
HCP
4
Holt Capital Partners
Texas
$23.1M
5
Ameriprise
5
Ameriprise
Minnesota
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$902M +$902M +23,764,377 New
Bank of America
2
Bank of America
North Carolina
$407M -$4.07M -107,214 -1%
Ameriprise
3
Ameriprise
Minnesota
$227M -$12.9M -340,367 -5%
RA
4
RFG Advisory
Alabama
$212M +$5.67M +149,460 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$201M -$8.01M -211,182 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$175M -$9.63M -253,885 -5%
WA
7
Waverly Advisors
Alabama
$158M -$8.42M -221,788 -5%
Invesco
8
Invesco
Georgia
$133M -$12.6M -331,693 -9%
Mariner
9
Mariner
Kansas
$111M +$1.69M +44,528 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$101M -$1.7M -44,772 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$98.5M -$1.76M -46,274 -2%
LPL Financial
12
LPL Financial
California
$92M +$913K +24,056 +1%
Morgan Stanley
13
Morgan Stanley
New York
$85.6M +$2.53M +66,658 +3%
AIA
14
Arbor Investment Advisors
North Carolina
$83.5M +$637K +16,793 +0.8%
LW
15
Linscomb Wealth
Texas
$79.4M -$378K -9,973 -0.5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$886K +23,345 +1%
Wells Fargo
17
Wells Fargo
California
$66M +$4.59M +120,940 +7%
DADC
18
D.A. Davidson & Co
Montana
$62.5M +$412K +10,853 +0.7%
KAS
19
Kestra Advisory Services
Texas
$62.1M +$527K +13,887 +0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.9M -$507K -13,352 -1%
SF
21
Synovus Financial
Georgia
$46.1M -$730K -19,231 -2%
CC
22
Callan Capital
California
$38.6M -$86.8K -2,286 -0.2%
UBS Group
23
UBS Group
Switzerland
$31.9M +$2.07M +54,665 +7%
GC
24
Grimes & Company
Massachusetts
$31.7M -$818K -21,563 -3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$31.3M -$588K -15,485 -2%
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