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Invesco FTSE RAFI US 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Clearstead Advisors
Ohio
$455K +$349K +9,196 +330%
WG
252
Welch Group
Alabama
$455K -$34.3K -903 -7%
T
253
TrueFG
Texas
$452K -$47.6K -1,255 -10%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$452K -$1.25M -32,944 -73%
SHF
255
Stage Harbor Financial
Massachusetts
$450K
CFP
256
Catalyst Financial Partners
Massachusetts
$430K +$430K +11,319 New
CWS
257
Confluence Wealth Services
Pennsylvania
$429K
VNA
258
Valley National Advisers
Pennsylvania
$428K
FTDI
259
First Trust Direct Indexing
Massachusetts
$420K +$8.54K +225 +2%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$418K
LWM
261
LJI Wealth Management
Indiana
$417K
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
$417K +$417K +10,986 New
WAM
263
Weatherly Asset Management
California
$415K
CWM
264
Connecticut Wealth Management
Connecticut
$412K
RJT
265
Raymond James Trust
Florida
$411K -$94.9K -2,500 -19%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$411K -$59.8K -1,575 -13%
MFA
267
Morling Financial Advisors
California
$411K
PTC
268
Private Trust Company
Ohio
$406K +$274K +7,226 +208%
SC
269
Scotia Capital
Ontario, Canada
$402K -$9.37K -247 -2%
TC
270
TownSquare Capital
Utah
$397K
RC
271
Roundview Capital
New Jersey
$389K
VHAM
272
Van Hulzen Asset Management
California
$388K +$949 +25 +0.2%
BFC
273
Blue Fin Capital
Rhode Island
$387K -$11K -290 -3%
HNB
274
Huntington National Bank
Ohio
$373K -$378K
SSC
275
Syverson Strege & Co
Iowa
$372K +$493 +13 +0.1%