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Invesco FTSE RAFI US 1000 ETF

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
226
MAI Capital Management
Ohio
$508K +$10.2K +320 +2%
WCWM
227
Willow Creek Wealth Management
California
$503K
PWA
228
Pillar Wealth Advisors
Pennsylvania
$501K
WWM
229
Western Wealth Management
Colorado
$497K +$223 +7 +0%
SWM
230
Spire Wealth Management
Virginia
$497K +$573 +18 +0.1%
EWA
231
EP Wealth Advisors
California
$495K -$411K -12,924 -45%
LFG
232
Larson Financial Group
Missouri
$492K +$51.3K +1,611 +12%
SC
233
Savant Capital
Illinois
$488K +$19.3K +608 +4%
Empower Advisory Group
234
Empower Advisory Group
Colorado
$486K -$130K -4,070 -21%
PIA
235
Perennial Investment Advisors
California
$484K -$32 -1 -0%
Legacy Financial Group (Iowa)
236
Legacy Financial Group (Iowa)
Iowa
$483K +$483K +15,185 New
TCBWMS
237
Texas Capital Bank Wealth Management Services
Texas
$473K -$415K -13,055 -47%
IAN
238
Integrated Advisors Network
Texas
$471K -$21.9K -688 -4%
FM
239
Foster & Motley
Ohio
$470K -$1.31K -41 -0.3%
GA
240
GSG Advisors
New Jersey
$468K +$468K +14,723 New
HPC
241
HM Payson & Co
Maine
$459K
FCM
242
Firestone Capital Management
Florida
$454K -$1.82M -57,040 -80%
PFP
243
Pinnacle Financial Partners
Tennessee
$445K
GA
244
Geller Advisors
New York
$442K -$64 -2 -0%
ECM
245
Evergreen Capital Management
Washington
$440K +$79.6K +2,500 +22%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$438K -$1.03M -30,830 -70%
B
247
Bridgeworth
Alabama
$436K
VNA
248
Valley National Advisers
Pennsylvania
$436K -$32 -1 -0%
CG
249
Colony Group
Massachusetts
$427K +$111K +3,486 +35%
BSW
250
Buckingham Strategic Wealth
Missouri
$425K -$127 -4 -0%