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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 %
CTC
101
Central Trust Company
Missouri
$3.62M -$51.2K -1,350 -1%
CMS
102
Capital Market Strategies
Florida
$3.6M -$60.3K -1,590 -2%
KW
103
KWB Wealth
California
$3.56M -$124K -3,232 -3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$3.42M +$471K +12,406 +16%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.28M -$32.6K -858 -1%
Northern Trust
106
Northern Trust
Illinois
$3.23M +$372K +9,805 +13%
YWM
107
Yoder Wealth Management
California
$3.2M -$66.7K -1,758 -2%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$3.12M – – –
SIC
109
Sigma Investment Counselors
Michigan
$3.09M +$49.1K +1,293 +2%
WOSD
110
WFA of San Diego
California
$3.05M +$3.05M +80,396 New
SFS
111
Security Financial Services
Indiana
$3.03M -$76.1K -2,004 -2%
RFA
112
Rollins Financial Advisors
New York
$3.01M +$157K +4,130 +5%
FA
113
FDx Advisors
Illinois
$2.99M -$93.1K -2,452 -3%
HHRDM
114
H&H Retirement Design & Management
Nevada
$2.99M -$7.6K -194 -0.3%
SPC
115
Sigma Planning Corp
Michigan
$2.63M +$114K +3,012 +5%
GEA
116
Glen Eagle Advisors
New Jersey
$2.52M -$13.6K -359 -0.5%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$2.44M +$3.72K +98 +0.2%
JWA
118
JFS Wealth Advisors
Pennsylvania
$2.44M -$53.1K -1,399 -2%
IFWM
119
Institute for Wealth Management
Colorado
$2.37M -$4.97K -131 -0.2%
SWC
120
Spectrum Wealth Counsel
Indiana
$2.37M – – –
AWA
121
Arkadios Wealth Advisors
Georgia
$2.35M +$24.4K +644 +1%
SSWM
122
Smith Salley Wealth Management
North Carolina
$2.25M – – –
NB
123
Northwest Bancshares
Pennsylvania
$2.25M -$8.88K -234 -0.4%
PP
124
Prudential plc
United Kingdom
$2.25M +$186K +4,890 +9%
Wealthfront Advisers
125
Wealthfront Advisers
California
$2.24M +$264K +6,961 +13%
3 4
5
6 7