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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 %
CCM
351
Chilton Capital Management
Texas
$95.3K
BC
352
Barrett & Company
Rhode Island
$85.7K +$286 +9 +0.3%
AWM
353
Avior Wealth Management
Nebraska
$78.7K +$10.3K +323 +15%
AC
354
AlphaCore Capital
California
$76.7K +$76.7K +2,410 New
FPFS
355
First Personal Financial Services
North Carolina
$76.4K
RIA
356
Realta Investment Advisors
Delaware
$75.8K -$303K -1,852 -80%
EWA
357
EverSource Wealth Advisors
Alabama
$75.4K -$28.4K -892 -27%
SS
358
Sunbelt Securities
Texas
$75.3K
AF
359
Advisornet Financial
Minnesota
$71.2K +$1.02K +32 +1%
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$68.6K -$11.7K -369 -15%
AWM
361
AllSquare Wealth Management
New York
$66.8K
EWP
362
Elevation Wealth Partners
California
$65.6K -$64 -2 -0.1%
HIA
363
Harbor Investment Advisory
Maryland
$64.9K
BC
364
Bartlett & Co
Ohio
$64K
BCWM
365
Bartlett & Co Wealth Management
Ohio
$64K
WCAMG
366
Woodard & Company Asset Management Group
North Carolina
$63.6K
AWM
367
Aspire Wealth Management
Massachusetts
$61.7K
GIA
368
GHP Investment Advisors
Colorado
$60.2K -$241K -7,600 -80%
BCM
369
Blume Capital Management
California
$58.4K +$32 +1 +0.1%
UB
370
UMB Bank
Missouri
$57.4K
BFEC
371
Benjamin F. Edwards & Company
Missouri
$56K
SIS
372
Sound Income Strategies
Florida
$51.2K -$6.2K -195 -11%
First Manhattan
373
First Manhattan
New York
$47.7K
PCA
374
Providence Capital Advisors
North Carolina
$47.7K
LB
375
Legacy Bridge
Iowa
$46.1K