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Invesco FTSE RAFI US 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
226
West Coast Financial
California
$662K -$51.2K -1,330 -7%
EWM
227
Echo Wealth Management
Minnesota
$661K -$131K -3,395 -16%
WWM
228
Western Wealth Management
Colorado
$656K +$6.35K +165 +1%
SWM
229
Spire Wealth Management
Virginia
$623K -$17.1K -445 -3%
Brown Advisory
230
Brown Advisory
Maryland
$618K
GC
231
Gratus Capital
Georgia
$609K -$70.2K -1,824 -10%
WCWM
232
Willow Creek Wealth Management
California
$608K
PWA
233
Pillar Wealth Advisors
Pennsylvania
$606K
VPIM
234
Vanguard Personalized Indexing Management
California
$590K +$590K +15,336 New
FFO
235
Fortitude Family Office
Arizona
$588K
PIA
236
Perennial Investment Advisors
California
$585K
PFP
237
Pinnacle Financial Partners
Tennessee
$584K +$60.1K +1,562 +11%
QWM
238
Quadcap Wealth Management
Texas
$577K
Legacy Financial Group (Iowa)
239
Legacy Financial Group (Iowa)
Iowa
$577K +$577K +15,000 New
GA
240
GSG Advisors
New Jersey
$561K
TCBWMS
241
Texas Capital Bank Wealth Management Services
Texas
$560K
IWC
242
Integrated Wealth Concepts
Massachusetts
$556K +$1.23K +32 +0.2%
FCM
243
Firestone Capital Management
Florida
$549K
FM
244
Foster & Motley
Ohio
$546K -$10.5K -273 -2%
RAG
245
RIA Advisory Group
Iowa
$536K +$536K +13,928 New
ACP
246
Aveo Capital Partners
Colorado
$532K -$42.6K -1,143 -7%
LFG
247
Larson Financial Group
Missouri
$532K -$42.9K -1,116 -7%
EWA
248
EP Wealth Advisors
California
$527K +$76.8K +1,997 +17%
LSA
249
Lion Street Advisors
Texas
$520K
BSW
250
Buckingham Strategic Wealth
Missouri
$514K -$42.1K -1,094 -8%