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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 %
SC
301
Steph & Co
Wisconsin
$306K
FA
302
Financial Alternatives
California
$305K -$10.5K -298 -3%
TC
303
Telemus Capital
Michigan
$303K +$4.05K +115 +1%
ECM
304
Exchange Capital Management
Michigan
$302K
NG
305
NWK Group
California
$299K
JIC
306
Johnson Investment Counsel
Ohio
$297K +$297K +8,425 New
HF
307
HRT Financial
New York
$293K +$293K +8,325 New
RPGK
308
Retirement Planning Group (Kansas)
Kansas
$290K -$30.1K -855 -9%
CA
309
Claro Advisors
Massachusetts
$289K
ACA
310
Atlas Capital Advisors
Wyoming
$286K -$35.9K -1,020 -11%
AWA
311
Arete Wealth Advisors
Illinois
$286K +$286K +8,126 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$283K
FA
313
Fermata Advisors
California
$282K -$9.36K -266 -3%
ITIM
314
Indiana Trust & Investment Management
Indiana
$281K
AWM
315
Aprio Wealth Management
Georgia
$278K
VFA
316
Valeo Financial Advisors
Indiana
$271K -$563 -16 -0.2%
MSAM
317
Moloney Securities Asset Management
Missouri
$271K +$1.2K +34 +0.4%
WANY
318
Wealthspire Advisors (New York)
New York
$268K
HNB
319
Huntington National Bank
Ohio
$267K -$265K
CPIG
320
Chicago Partners Investment Group
Illinois
$265K
MA
321
MBA Advisors
Pennsylvania
$263K
OPA
322
Old Port Advisors
Maine
$263K
FNBT
323
FineMark National Bank & Trust
Florida
$262K
SWA
324
SOA Wealth Advisors
New York
$259K +$1.34K +38 +0.5%
CWM
325
Collaborative Wealth Management
Florida
$259K -$11.3K -320 -4%