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Invesco FTSE RAFI US 1000 ETF

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
326
GPS Wealth Strategies Group
Colorado
$207K -$6.87K -210 -3%
FWP
327
FAS Wealth Partners
Kansas
$206K +$16.5K +505 +9%
MIA
328
Milestone Investment Advisors
Wisconsin
$193K -$91.3K -2,790 -32%
BWA
329
BDO Wealth Advisors
Florida
$182K
NRC
330
New Republic Capital
North Carolina
$180K
ACA
331
Aptus Capital Advisors
Alabama
$177K -$3.6K -110 -2%
HC
332
Hoese & Co
Minnesota
$164K
CTWM
333
Cherry Tree Wealth Management
Minnesota
$160K +$160K +4,890 New
GI
334
GS Investments
Minnesota
$156K -$1.64K -50 -1%
CA
335
Crewe Advisors
Utah
$152K
CIA
336
Cape Investment Advisory
Georgia
$150K -$39.3K -1,200 -21%
PCFFS
337
Pacific Center for Financial Services
California
$148K
WB
338
Webster Bank
Connecticut
$144K
SSB
339
Sandy Spring Bank
Maryland
$140K
PIAS
340
PCA Investment Advisory Services
Ohio
$134K +$134K +4,100 New
GWANC
341
Guardian Wealth Advisors (North Carolina)
North Carolina
$131K -$3.6K -110 -3%
WTA
342
Washington Trust Advisors
Massachusetts
$118K
WAM
343
Worth Asset Management
Texas
$115K
DJSG
344
D.J. St. Germain
Massachusetts
$114K +$114K +3,475 New
HDIM
345
Hanson & Doremus Investment Management
Vermont
$108K +$491 +15 +0.5%
EWA
346
EverSource Wealth Advisors
Alabama
$107K
CCM
347
Chilton Capital Management
Texas
$98K
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$96.6K
VF
349
VitalStone Financial
Texas
$95K
CA
350
Clearstead Advisors
Ohio
$92.6K -$47.5K -1,450 -34%