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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 %
SSB
376
Sandy Spring Bank
Maryland
$118K
TIM
377
Tortoise Investment Management
New York
$116K +$62K +1,633 +115%
BFPW
378
BOK Financial Private Wealth
Colorado
$114K
BCWM
379
Bartlett & Co Wealth Management
Ohio
$113K +$36.5K +963 +48%
AEPWM
380
Atlantic Edge Private Wealth Management
Florida
$107K +$38 +1 +0%
NP
381
NorthRock Partners
Minnesota
$104K
BC
382
Barrett & Company
Rhode Island
$102K -$28.5K -750 -22%
CCM
383
Chilton Capital Management
Texas
$98.5K -$15.2K -400 -13%
EWA
384
EverSource Wealth Advisors
Alabama
$93.7K
FPFS
385
First Personal Financial Services
North Carolina
$91.1K
SS
386
Sunbelt Securities
Texas
$89.8K
GIA
387
GHP Investment Advisors
Colorado
$86K
AF
388
Advisornet Financial
Minnesota
$85.6K +$1.56K +41 +2%
WTA
389
Washington Trust Advisors
Massachusetts
$84.7K -$15.9K -420 -16%
SIS
390
Sound Income Strategies
Florida
$81.1K -$33.2K -875 -29%
HIA
391
Harbor Investment Advisory
Maryland
$80.2K
AWM
392
AllSquare Wealth Management
New York
$79.7K
EWP
393
Elevation Wealth Partners
California
$78.3K
WCAMG
394
Woodard & Company Asset Management Group
North Carolina
$75.9K
RIA
395
Realta Investment Advisors
Delaware
$75.9K
FGAM
396
Financial Gravity Asset Management
Texas
$74.4K -$193K -5,075 -72%
AWM
397
Aspire Wealth Management
Massachusetts
$73.6K
BBHC
398
Brown Brothers Harriman & Co
New York
$73.4K
BCM
399
Blume Capital Management
California
$69.7K
UB
400
UMB Bank
Missouri
$68.5K