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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 %
TC
301
Telemus Capital
Michigan
$270K
Citigroup
302
Citigroup
New York
$270K -$98.8K -3,104 -27%
HNB
303
Huntington National Bank
Ohio
$265K -$273K
FA
304
Fermata Advisors
California
$263K +$263K +8,264 New
CA
305
Claro Advisors
Massachusetts
$261K +$261K +8,210 New
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$256K
ITIM
307
Indiana Trust & Investment Management
Indiana
$254K +$254K +7,995 New
DTC
308
Davidson Trust Company
Washington
$252K -$46.4K -1,458 -16%
AWM
309
Aprio Wealth Management
Georgia
$252K
VFA
310
Valeo Financial Advisors
Indiana
$246K -$32 -1 -0%
CWM
311
Collaborative Wealth Management
Florida
$245K -$39.6K -1,245 -14%
MSAM
312
Moloney Securities Asset Management
Missouri
$244K +$923 +29 +0.4%
WANY
313
Wealthspire Advisors (New York)
New York
$243K -$98.8K -3,105 -29%
MA
314
MBA Advisors
Pennsylvania
$238K -$2.86K -90 -1%
OPA
315
Old Port Advisors
Maine
$238K +$238K +7,465 New
FNBT
316
FineMark National Bank & Trust
Florida
$236K
SWA
317
SOA Wealth Advisors
New York
$233K +$1.15K +36 +0.5%
CPIG
318
Chicago Partners Investment Group
Illinois
$232K -$1.02M -33,050 -82%
IF
319
Intrua Financial
Texas
$227K
ASN
320
Advisory Services Network
Georgia
$225K -$3.66K -115 -2%
MAG
321
Mayfair Advisory Group
Alabama
$215K
PA
322
Parallel Advisors
California
$212K
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$209K +$4.93K +155 +2%
MMPW
324
Mitchell McLeod Pugh & Williams
Alabama
$207K
CAC
325
Certified Advisory Corp
Florida
$205K