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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 %
AF
51
Allworth Financial
California
$12.8M -$128K -3,281 -1%
GT
52
Glenmede Trust
Pennsylvania
$12.7M -$697K -18,375 -5%
SPIA
53
Steward Partners Investment Advisory
New York
$12.6M -$144K -3,784 -1%
BEAM
54
Baker Ellis Asset Management
Washington
$12.5M +$91.8K +2,418 +0.7%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$12.5M -$854K -22,513 -6%
CFGF
56
Compass Financial Group (Florida)
Florida
$11.5M +$6.63K +174 +0.1%
NRI
57
NFP Retirement Inc
California
$11.4M +$237K +6,255 +2%
Corient Private Wealth
58
Corient Private Wealth
Florida
$11.3M -$226K -5,950 -2%
CHAM
59
Clear Harbor Asset Management
Connecticut
$11.3M -$168K -4,424 -1%
RA
60
Rodgers & Associates
Pennsylvania
$11M -$340K -8,955 -3%
JFA
61
JNBA Financial Advisors
Minnesota
$10.8M -$1.01M -26,588 -9%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$10.8M +$7.79M +205,188 +260%
OPCM
63
Osborne Partners Capital Management
California
$10.3M -$445K -11,737 -4%
WIA
64
World Investment Advisors
California
$10M +$633K +16,679 +7%
MHWM
65
Montz Harcus Wealth Management
Louisiana
$9.94M +$543K +14,304 +6%
AAS
66
Avantax Advisory Services
Texas
$8.91M +$625K +16,472 +8%
PO
67
Private Ocean
California
$8.43M -$36.9K -971 -0.4%
IC
68
IEQ Capital
California
$8.07M +$145K +3,832 +2%
AFA
69
Arlington Financial Advisors
California
$8M -$40.2K -1,060 -0.5%
MML Investors Services
70
MML Investors Services
Massachusetts
$7.88M -$1.05M -27,598 -12%
CWM
71
Cornerstone Wealth Management
Missouri
$7.75M +$336K +8,859 +5%
JAG
72
Journey Advisory Group
Kentucky
$7.37M -$131K -3,451 -2%
WA1
73
Wimmer Associates 1
California
$7.2M +$76.2K +2,008 +1%
RCA
74
Resonant Capital Advisors
Wisconsin
$7.18M -$6.98K -184 -0.1%
TLP
75
Trinity Legacy Partners
Texas
$7.04M +$122K +3,213 +2%
1 2
3
4 5