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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 %
Neuberger Berman Group
326
Neuberger Berman Group
New York
$205K +$205K +6,431 New
BlackRock
327
BlackRock
New York
$201K
MIA
328
Milestone Investment Advisors
Wisconsin
$188K +$318 +10 +0.2%
FWP
329
FAS Wealth Partners
Kansas
$185K -$14.9K -467 -7%
CA
330
Clearstead Advisors
Ohio
$180K +$90.1K +2,830 +100%
PTC
331
Private Trust Company
Ohio
$177K -$144K -4,525 -45%
ACA
332
Aptus Capital Advisors
Alabama
$170K -$2.32K -73 -1%
HI
333
Harbour Investments
Wisconsin
$166K +$166K +5,225 +104,500%
HC
334
Hoese & Co
Minnesota
$160K
RW
335
RVW Wealth
California
$158K +$158K +4,965 New
GWSG
336
GPS Wealth Strategies Group
Colorado
$157K -$43.5K -1,366 -22%
CTWM
337
Cherry Tree Wealth Management
Minnesota
$156K
GI
338
GS Investments
Minnesota
$149K -$3.18K -100 -2%
CA
339
Crewe Advisors
Utah
$148K
CIA
340
Cape Investment Advisory
Georgia
$146K
NRC
341
New Republic Capital
North Carolina
$143K -$31.9K -1,003 -18%
WB
342
Webster Bank
Connecticut
$140K
PCFFS
343
Pacific Center for Financial Services
California
$133K -$10.8K -340 -8%
NS
344
NBC Securities
Alabama
$128K +$128K +4,025 New
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
$125K -$2.32K -73 -2%
DJSG
346
D.J. St. Germain
Massachusetts
$111K
WTA
347
Washington Trust Advisors
Massachusetts
$106K -$8.72K -274 -8%
HDIM
348
Hanson & Doremus Investment Management
Vermont
$105K +$475 +15 +0.5%
SSB
349
Sandy Spring Bank
Maryland
$98.6K -$37.4K -1,175 -27%
VF
350
VitalStone Financial
Texas
$98K