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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

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
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$902M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.8M
3
RA
RFG Advisory
Alabama
$212M
4
Wells Fargo
Wells Fargo
California
$66M
5
EFS
Essex Financial Services
Connecticut
$5.98M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$6.87M
3
ME
McIlrath & Eck
Washington
$25M
4
HCP
Holt Capital Partners
Texas
$23.1M
5
Ameriprise
Ameriprise
Minnesota
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$29.4M -$243K -6,395 -0.8%
PFG
27
Pinnacle Financial Group
Illinois
$28.2M +$3.76K +99 +0%
KA
28
Klingman & Associates
New York
$27.2M -$93.6K -2,466 -0.3%
ME
29
McIlrath & Eck
Washington
$25M -$18.2M -478,350 -42%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$23.6M -$11.5K -303 -0%
HCP
31
Holt Capital Partners
Texas
$23.1M -$18M -474,545 -44%
GWAG
32
Garrett Wealth Advisory Group
Texas
$22.8M +$1.68M +44,215 +8%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$22.7M -$427K -11,246 -2%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$22.7M +$2.51M +66,076 +12%
RIL
35
Rothschild Investment LLC
Illinois
$22M -$87.9K -2,315 -0.4%
FZCM
36
Flynn Zito Capital Management
New York
$20.9M -$2.26M -59,542 -10%
GA
37
Geller Advisors
New York
$19.2M +$84.8K +2,234 +0.4%
SI
38
Saxon Interests
Texas
$19.1M +$670K +17,642 +4%
WBG
39
Wharton Business Group
Pennsylvania
$18.7M – – –
CST
40
Charles Schwab Trust
Nevada
$18.4M +$476K +12,532 +3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$18.3M -$5.82M -153,433 -24%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$18.1M -$142K -3,741 -0.8%
HighTower Advisors
43
HighTower Advisors
Illinois
$18M +$93.6K +2,466 +0.5%
RJA
44
Raymond James & Associates
Florida
$17.9M -$27.6K -728 -0.2%
Truist Financial
45
Truist Financial
North Carolina
$16.8M -$1.44M -37,974 -8%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$16.2M -$1.69M -44,542 -9%
BCG
47
Breakwater Capital Group
New Jersey
$15.8M +$1.68M +44,143 +12%
PFA
48
Pettinga Financial Advisors
Indiana
$15.4M -$438K -11,535 -3%
BWA
49
Boulder Wealth Advisors
Colorado
$13.4M +$354K +9,317 +3%
TBC
50
Ted Buchan & Co
California
$13.1M -$801K -21,114 -6%
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