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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$447M
2
RA
2
RFG Advisory
Alabama
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
5
Wells Fargo
California
$80M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
4
Charles Schwab
California
$949M
5
WA
5
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$949M -$5.03M -124,632 -0.5%
Bank of America
2
Bank of America
North Carolina
$447M +$13.3M +329,378 +3%
Ameriprise
3
Ameriprise
Minnesota
$266M +$12.8M +317,206 +5%
RA
4
RFG Advisory
Alabama
$254M +$12.9M +320,593 +5%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$242M -$7.22M -179 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$212M -$838K -20,783 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$189M +$1.04M +25,893 +0.6%
WA
8
Waverly Advisors
Alabama
$160M -$3.97M -98,484 -2%
Invesco
9
Invesco
Georgia
$132M -$9.72M -240,935 -7%
Mariner
10
Mariner
Kansas
$126M +$4.2M +104,179 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$108M +$2.83M +70,166 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$105M +$241K +5,964 +0.2%
LPL Financial
13
LPL Financial
California
$99.9M +$133K +3,306 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$92.2M -$139K -3,437 -0.2%
AIA
15
Arbor Investment Advisors
North Carolina
$88.5M -$1.29M -32,101 -1%
LW
16
Linscomb Wealth
Texas
$83.6M +$484K +11,993 +0.6%
Wells Fargo
17
Wells Fargo
California
$80M +$9.14M +226,601 +13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$70M +$853K +21,151 +1%
DADC
19
D.A. Davidson & Co
Montana
$69.5M +$2.11M +52,265 +3%
KAS
20
Kestra Advisory Services
Texas
$67M -$157K -3,892 -0.2%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$54.8M -$947K -23,483 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$54.8M +$54.8M +1,357,580 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$48.6M -$402K -9,958 -0.8%
SF
24
Synovus Financial
Georgia
$48.2M -$92.5K -2,292 -0.2%
HCP
25
Holt Capital Partners
Texas
$41.9M -$602K -14,925 -1%
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