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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 %
AF
201
Apexium Financial
Texas
$764K +$13.8K +364 +2%
SPFA
202
Summit Place Financial Advisors
New Jersey
$759K
LFG
203
Larson Financial Group
Missouri
$758K +$234K +6,153 +45%
EWM
204
Evercore Wealth Management
New York
$755K
SC
205
Sinecera Capital
Texas
$744K +$38 +1 +0%
LPAM
206
Lodestar Private Asset Management
California
$743K -$110K -2,902 -13%
WP
207
WealthShield Partners
North Carolina
$741K -$27.1K -715 -4%
SFG
208
Sovereign Financial Group
Connecticut
$739K +$2.01K +53 +0.3%
SIA
209
SkyView Investment Advisors
New Jersey
$737K +$36.3K +955 +5%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$727K
WP
211
WealthPLAN Partners
Nebraska
$716K +$27.2K +718 +4%
PWM
212
Paulson Wealth Management
Illinois
$715K
AIP
213
Almanack Investment Partners
Pennsylvania
$703K
Renaissance Technologies
214
Renaissance Technologies
New York
$675K -$2.71M -71,417 -80%
IWC
215
Integrated Wealth Concepts
Massachusetts
$670K +$122K +3,211 +22%
MG
216
Mather Group
Illinois
$655K +$285K +7,397 +77%
WWM
217
Western Wealth Management
Colorado
$648K +$569 +15 +0.1%
WCF
218
West Coast Financial
California
$647K -$5.69K -150 -0.9%
D
219
Diversified
Delaware
$640K +$640K +16,866 New
EWM
220
Echo Wealth Management
Minnesota
$634K -$18.7K -492 -3%
EWM
221
Empirical Wealth Management
Washington
$633K -$94.7K -2,495 -13%
SWM
222
Spire Wealth Management
Virginia
$615K +$607 +16 +0.1%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$601K +$601K +15,846 New
GC
224
Gratus Capital
Georgia
$601K
WCWM
225
Willow Creek Wealth Management
California
$600K