PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

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 %
NA
176
NewEdge Advisors
Louisiana
$1.02M +$7.63K +201 +0.8%
EFP
177
EnRich Financial Partners
Wisconsin
$1.01M -$20.1K -530 -2%
HWM
178
HB Wealth Management
Georgia
$973K – – –
CFFP
179
Center for Financial Planning
Michigan
$957K -$31.3K -826 -3%
AWM
180
Austin Wealth Management
Texas
$951K – – –
AIA
181
AIMZ Investment Advisors
California
$949K – – –
WP
182
Wealthspan Partners
Iowa
$946K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$925K +$12.2K +321 +1%
AAM
184
Austin Asset Management
Texas
$921K – – –
Jane Street
185
Jane Street
New York
$913K -$1.58M -41,763 -63%
HGERS
186
Householder Group Estate & Retirement Specialist
Arizona
$905K -$6.6K -174 -0.7%
AA
187
Ancora Advisors
Ohio
$902K – – –
EWA
188
EP Wealth Advisors
California
$898K +$379K +9,976 +73%
KWM
189
Kaydan Wealth Management
Michigan
$886K – – –
SAG
190
SageView Advisory Group
California
$883K +$883K +23,271 New
BJL
191
Brighton Jones LLC
Washington
$871K +$17.8K +468 +2%
GVAG
192
Great Valley Advisor Group
Delaware
$850K -$1.37K -36 -0.2%
CIAS
193
Capital Investment Advisory Services
North Carolina
$848K +$12.5K +330 +1%
CL
194
Choreo LLC
Illinois
$837K – – –
SFS
195
Solitude Financial Services
Virginia
$828K +$21K +554 +3%
MFG
196
Merit Financial Group
Georgia
$808K +$9.41K +248 +1%
AC
197
Abbrea Capital
California
$776K – – –
RFC
198
Regions Financial Corp
Alabama
$775K – – –
SHFA
199
SC&H Financial Advisors
Maryland
$767K +$2.01K +53 +0.3%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$766K +$37.8K +997 +5%
6 7
8
9 10