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Invesco FTSE RAFI US 1000 ETF

353 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+8
Holders Change %
+2.32%
% of All Funds
6.2%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
29
Increased
107
Reduced
110
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Modera Wealth Management
New Jersey
$277K
AWA
252
Arete Wealth Advisors
Illinois
$269K -$21.1K -665 -7%
NG
253
NWK Group
California
$269K
SWA
254
Sightline Wealth Advisors
Connecticut
$268K +$791 +25 +0.3%
SC
255
Steph & Co
Wisconsin
$265K
MA
256
MBA Advisors
Pennsylvania
$259K
AWM
257
Aprio Wealth Management
Georgia
$258K
ACP
258
Aveo Capital Partners
Colorado
$255K
VFA
259
Valeo Financial Advisors
Indiana
$254K
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$249K
RWM
261
Ritholtz Wealth Management
New York
$249K
HNB
262
Huntington National Bank
Ohio
$247K -$250K
CCA
263
Clearwater Capital Advisors
Illinois
$246K -$24.3K -765 -9%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$245K +$245K +7,735 New
BWA
265
Burt Wealth Advisors
Maryland
$239K -$19.8K -625 -8%
LWP
266
Laurel Wealth Planning
Minnesota
$229K -$17.6K -555 -7%
JFG
267
JMG Financial Group
Illinois
$228K +$228K +7,195 New
LRIA
268
Leonard Rickey Investment Advisors
Washington
$227K -$30K -945 -12%
OPS
269
Orion Portfolio Solutions
Nebraska
$226K -$10.7K -340 -5%
DY
270
Dowling & Yahnke
California
$223K
ICG
271
InterOcean Capital Group
Tennessee
$219K +$634 +20 +0.3%
JIC
272
Johnson Investment Counsel
Ohio
$219K +$219K +6,915 New
SFG
273
Sovereign Financial Group
Connecticut
$218K +$218K +6,895 New
CMP
274
Courage Miller Partners
Virginia
$217K
MMPW
275
Mitchell McLeod Pugh & Williams
Alabama
$213K