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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$54.3M
2
HCP
2
Holt Capital Partners
Texas
$42.8M
3
RA
3
RFG Advisory
Alabama
$243M
4
GAG
4
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
5
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
3
Charles Schwab
California
$961M
4
WA
4
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$961M -$4.86M -119,688 -0.5%
Bank of America
2
Bank of America
North Carolina
$437M +$816K +20,074 +0.2%
Ameriprise
3
Ameriprise
Minnesota
$255M +$12.4M +305,385 +5%
RA
4
RFG Advisory
Alabama
$243M +$16.5M +405,733 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$214M -$1.04M -25,675 -0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$189M +$1.82M +44,766 +1%
WA
7
Waverly Advisors
Alabama
$165M -$4.35M -107,112 -3%
Invesco
8
Invesco
Georgia
$143M +$185K +4,554 +0.1%
Mariner
9
Mariner
Kansas
$123M +$4.67M +115,010 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$106M -$2.68M -65,890 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$105M -$275K -6,770 -0.3%
LPL Financial
12
LPL Financial
California
$101M +$1.97M +48,563 +2%
Morgan Stanley
13
Morgan Stanley
New York
$93M +$1.38M +33,894 +2%
AIA
14
Arbor Investment Advisors
North Carolina
$90.4M +$1.08M +26,692 +1%
LW
15
Linscomb Wealth
Texas
$83.7M -$1.33M -32,652 -2%
Wells Fargo
16
Wells Fargo
California
$71.3M +$649K +15,968 +0.9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$69.7M -$6.51M -160,229 -9%
DADC
18
D.A. Davidson & Co
Montana
$67.8M +$882K +21,714 +1%
KAS
19
Kestra Advisory Services
Texas
$67.6M +$1.11M +27,291 +2%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$54.3M +$52.9M +1,344,229 +3,587%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$49.4M -$865K -21,287 -2%
SF
22
Synovus Financial
Georgia
$48.7M -$710K -17,478 -1%
HCP
23
Holt Capital Partners
Texas
$42.8M +$18M +443,745 +73%
CC
24
Callan Capital
California
$40.8M -$527K -12,976 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$36M +$2.47M +60,807 +7%
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