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Invesco FTSE RAFI US 1000 ETF

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
251
1900 Wealth Management
Texas
$409K
CFS
252
CRA Financial Services
New Jersey
$404K
AT
253
American Trust
Kentucky
$402K +$163K +10,180 +68%
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$402K
TWP
255
Transparent Wealth Partners
Arkansas
$399K
SC
256
Savant Capital
Illinois
$399K +$27.7K +885 +7%
IAS
257
Insigneo Advisory Services
Florida
$394K
CFB
258
Cullen/Frost Bankers
Texas
$392K
CCA
259
Cobblestone Capital Advisors
New York
$386K
BB
260
Busey Bank
Illinois
$378K
RPGK
261
Retirement Planning Group (Kansas)
Kansas
$372K +$372K +11,865 New
WAM
262
Weatherly Asset Management
California
$363K
Citigroup
263
Citigroup
New York
$362K +$362K +11,535 +46,140%
SFP
264
Sandbox Financial Partners
Maryland
$358K +$53.3K +1,700 +17%
MWM
265
Madison Wealth Management
Ohio
$346K -$31.4K -1,000 -8%
LWM
266
LJI Wealth Management
Indiana
$345K
SSC
267
Syverson Strege & Co
Iowa
$342K +$627 +20 +0.2%
CWM
268
Connecticut Wealth Management
Connecticut
$341K +$341K +10,865 New
VFA
269
Valeo Financial Advisors
Indiana
$337K
Bank of New York Mellon
270
Bank of New York Mellon
New York
$335K
PTC
271
Private Trust Company
Ohio
$333K -$50K -1,595 -13%
CA
272
Continuum Advisory
Idaho
$329K -$64K -2,040 -16%
NA
273
NewEdge Advisors
Louisiana
$326K -$52K -1,660 -14%
BFC
274
Blue Fin Capital
Rhode Island
$325K -$67.9K -2,215 -17%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$319K