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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 %
PWM
76
Perigon Wealth Management
California
$6.93M +$532K +14,016 +8%
Osaic Holdings
77
Osaic Holdings
Arizona
$6.87M -$29.6M -780,474 -81%
CCMI
78
Creative Capital Management Investments
California
$6.85M -$59.2K -1,559 -0.9%
Creative Planning
79
Creative Planning
Kansas
$6.67M -$96.4K -2,540 -1%
Lido Advisors
80
Lido Advisors
California
$6.18M +$16.3K +430 +0.3%
Cerity Partners
81
Cerity Partners
New York
$6.16M -$385K -10,148 -6%
EFS
82
Essex Financial Services
Connecticut
$5.98M +$3.27M +85,725 +120%
MWM
83
Marion Wealth Management
Pennsylvania
$5.97M -$18.3K -482 -0.3%
BIP
84
Bouvel Investment Partners
Pennsylvania
$5.46M -$108K -2,843 -2%
EI
85
Ellevest Inc
New York
$5.26M +$62.1K +1,637 +1%
William Blair & Company
86
William Blair & Company
Illinois
$5.09M -$70.7K -1,862 -1%
CA
87
Cornerstone Advisory
Maryland
$5.06M -$20.2K -531 -0.4%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.76M +$27K +712 +0.6%
HCC
89
Hirtle Callaghan & Co
Pennsylvania
$4.74M
MSWMA
90
Market Street Wealth Management Advisors
Indiana
$4.66M -$35.5K -935 -0.8%
PWP
91
Precedent Wealth Partners
Texas
$4.63M +$273K +7,186 +6%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$4.59M +$360K +9,492 +9%
CAM
93
Cidel Asset Management
Ontario, Canada
$4.45M +$455K +12,000 +11%
OPPS
94
Obsidian Personal Planning Solutions
Maryland
$4.4M +$218K +5,740 +5%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$4.33M +$18.7K +493 +0.4%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$3.89M +$8.65K +228 +0.2%
JWWM
97
Johnson & White Wealth Management
Pennsylvania
$3.84M +$366K +9,635 +11%
LPT
98
Legacy Private Trust
Wisconsin
$3.82M -$243K -6,399 -6%
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.78M +$61.1K +1,610 +2%
UWS
100
Unique Wealth Strategies
Illinois
$3.72M