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Invesco FTSE RAFI US 1000 ETF

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
226
MAI Capital Management
Ohio
$636K +$74.6K +2,118 +13%
BJL
227
Brighton Jones LLC
Washington
$636K +$2.22K +63 +0.3%
WP
228
WealthPLAN Partners
Nebraska
$633K -$78K -2,216 -11%
GC
229
Gratus Capital
Georgia
$621K +$17.4K +495 +3%
Empower Advisory Group
230
Empower Advisory Group
Colorado
$607K +$69K +1,960 +13%
WWM
231
Western Wealth Management
Colorado
$594K +$44.7K +1,271 +8%
SWM
232
Spire Wealth Management
Virginia
$585K +$36.7K +1,044 +7%
Brown Advisory
233
Brown Advisory
Maryland
$565K
WCWM
234
Willow Creek Wealth Management
California
$556K
PWA
235
Pillar Wealth Advisors
Pennsylvania
$555K
ACP
236
Aveo Capital Partners
Colorado
$543K -$36.2K -1,028 -6%
FFO
237
Fortitude Family Office
Arizona
$538K +$538K +15,290 New
PIA
238
Perennial Investment Advisors
California
$535K
QWM
239
Quadcap Wealth Management
Texas
$528K +$528K +15,000 New
LFG
240
Larson Financial Group
Missouri
$526K -$19K -539 -3%
LSA
241
Lion Street Advisors
Texas
$520K -$96.4K -2,740 -16%
GA
242
GSG Advisors
New Jersey
$514K
TCBWMS
243
Texas Capital Bank Wealth Management Services
Texas
$512K -$10.9K -310 -2%
FM
244
Foster & Motley
Ohio
$510K -$10K -284 -2%
BSW
245
Buckingham Strategic Wealth
Missouri
$509K +$38.5K +1,094 +8%
IWC
246
Integrated Wealth Concepts
Massachusetts
$507K +$93.5K +2,655 +23%
FCM
247
Firestone Capital Management
Florida
$502K
RFC
248
Regions Financial Corp
Alabama
$499K +$115K +3,275 +30%
GA
249
Geller Advisors
New York
$489K
B
250
Bridgeworth
Alabama
$483K