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Invesco FTSE RAFI US 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
326
Curated Wealth Partners
California
$303K
FNBT
327
FineMark National Bank & Trust
Florida
$300K
SF
328
Symphony Financial
Texas
$295K +$295K +7,275 New
CA
329
CoreCap Advisors
Michigan
$293K +$113K +2,795 +62%
FTUS
330
Flow Traders U.S.
New York
$293K +$293K +7,263 New
DTC
331
Davidson Trust Company
Washington
$292K -$14.7K -365 -5%
CWM
332
Cahaba Wealth Management
Georgia
$291K -$28.2K -700 -9%
PA
333
Parallel Advisors
California
$289K
CWM
334
Collaborative Wealth Management
Florida
$288K -$8.67K -215 -3%
MWM
335
Mission Wealth Management
California
$287K -$10.9K -269 -4%
PS
336
Principal Securities
Iowa
$285K
SIMG
337
Sonora Investment Management Group
Arizona
$282K
TF
338
Trek Financial
Arizona
$281K
VBFG
339
Vishria Bird Financial Group
Tennessee
$280K
EFA
340
Efficient Frontier Advisors
Connecticut
$280K +$1.37K +33 +0.5%
VFA
341
Valeo Financial Advisors
Indiana
$278K
PCMC
342
Paragon Capital Management (Colorado)
Colorado
$278K
GBFP
343
Golden Bell Financial Planning
Georgia
$277K +$277K +6,875 New
FPCG
344
Forum Private Client Group
Indiana
$276K
JIC
345
Johnson Investment Counsel
Ohio
$269K -$5.65K -140 -2%
MCFP
346
Mallini Complete Financial Planning
Florida
$268K
MMPW
347
Mitchell McLeod Pugh & Williams
Alabama
$263K
MA
348
MBA Advisors
Pennsylvania
$262K
LRIA
349
Leonard Rickey Investment Advisors
Washington
$261K +$4.08K +101 +2%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$257K +$6.25K +155 +2%