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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 %
FPAS
251
Focus Partners Advisor Solutions
Missouri
$420K
T
252
TrueFG
Texas
$419K +$419K +13,175 New
CFS
253
CRA Financial Services
New Jersey
$410K -$64 -2 -0%
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$407K
CWC
255
Carolinas Wealth Consulting
North Carolina
$407K -$444K -14,334 -52%
LNWWM
256
Laird Norton Wetherby Wealth Management
California
$403K +$8.43K +265 +2%
CFB
257
Cullen/Frost Bankers
Texas
$398K
CCA
258
Cobblestone Capital Advisors
New York
$392K
SFP
259
Sandbox Financial Partners
Maryland
$391K +$1.18K +37 +0.3%
BB
260
Busey Bank
Illinois
$384K
TRCT
261
Tower Research Capital (TRC)
New York
$383K +$168K +5,265 +78%
IWC
262
Integrated Wealth Concepts
Massachusetts
$374K +$80.4K +2,527 +27%
SIA
263
Schechter Investment Advisors
Michigan
$354K +$148K +4,650 +72%
LWM
264
LJI Wealth Management
Indiana
$350K -$56.9M -1,789,150 -99%
WAM
265
Weatherly Asset Management
California
$348K -$64 -2 -0%
RFC
266
Regions Financial Corp
Alabama
$347K
CWM
267
Connecticut Wealth Management
Connecticut
$346K +$32 +1 +0%
1WM
268
1900 Wealth Management
Texas
$345K -$70.5K -2,215 -17%
MWM
269
Madison Wealth Management
Ohio
$343K
Bank of New York Mellon
270
Bank of New York Mellon
New York
$340K -$127 -4 -0%
BFC
271
Blue Fin Capital
Rhode Island
$337K
RC
272
Roundview Capital
New Jersey
$331K +$12.4K +389 +4%
MG
273
Mather Group
Illinois
$331K -$31.9K -1,002 -9%
CA
274
Continuum Advisory
Idaho
$330K +$2.13K +67 +0.7%
VHAM
275
Van Hulzen Asset Management
California
$323K +$796 +25 +0.2%