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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 %
BC
351
Barrett & Company
Rhode Island
$87.9K -$70.1K -2,140 -44%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$82.6K +$24.4K +745 +42%
FPFS
353
First Personal Financial Services
North Carolina
$78.6K
SS
354
Sunbelt Securities
Texas
$77.4K
RIA
355
Realta Investment Advisors
Delaware
$75.8K +$75.8K +2,315 New
AF
356
Advisornet Financial
Minnesota
$72.1K -$16.7K -510 -19%
AWM
357
Avior Wealth Management
Nebraska
$70.4K
EWP
358
Elevation Wealth Partners
California
$67.5K
HIA
359
Harbor Investment Advisory
Maryland
$66.8K
BC
360
Bartlett & Co
Ohio
$66K
BCWM
361
Bartlett & Co Wealth Management
Ohio
$65.8K
WCAMG
362
Woodard & Company Asset Management Group
North Carolina
$65.5K
AWM
363
AllSquare Wealth Management
New York
$65.1K
GIA
364
GHP Investment Advisors
Colorado
$63.5K +$49.5K +7,405 +353%
AWM
365
Aspire Wealth Management
Massachusetts
$63.5K
BCM
366
Blume Capital Management
California
$60.1K
UB
367
UMB Bank
Missouri
$59.1K
SIS
368
Sound Income Strategies
Florida
$59.1K
BFEC
369
Benjamin F. Edwards & Company
Missouri
$57K
AP
370
Arlington Partners
Alabama
$50.9K +$50.9K +1,555 New
First Manhattan
371
First Manhattan
New York
$49.1K
PCA
372
Providence Capital Advisors
North Carolina
$49.1K
LB
373
Legacy Bridge
Iowa
$47.5K
TIM
374
Tortoise Investment Management
New York
$46.5K
WWP
375
WR Wealth Planners
Missouri
$45.3K