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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 %
HI
351
Harbour Investments
Wisconsin
$184K
NS
352
NBC Securities
Alabama
$183K +$41.8K +1,191 +30%
CTWM
353
Cherry Tree Wealth Management
Minnesota
$172K
HC
354
Hoese & Co
Minnesota
$168K
CA
355
Crewe Advisors
Utah
$163K
FGAM
356
Financial Gravity Asset Management
Texas
$161K +$161K +4,575 New
NRC
357
New Republic Capital
North Carolina
$158K +$246 +7 +0.2%
GI
358
GS Investments
Minnesota
$157K -$7.04K -200 -4%
WB
359
Webster Bank
Connecticut
$155K
PCFFS
360
Pacific Center for Financial Services
California
$145K -$2.92K -83 -2%
ACA
361
Aptus Capital Advisors
Alabama
$128K -$60.4K -1,716 -32%
GWANC
362
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K -$10.1K -286 -7%
PTC
363
Private Trust Company
Ohio
$124K -$72.4K -2,056 -37%
MSWM
364
Mowery & Schoenfeld Wealth Management
Illinois
$123K +$123K +3,500 New
DJSG
365
D.J. St. Germain
Massachusetts
$122K
CA
366
Clearstead Advisors
Ohio
$120K -$78.8K -2,240 -40%
HDIM
367
Hanson & Doremus Investment Management
Vermont
$117K +$597 +17 +0.5%
GWSG
368
GPS Wealth Strategies Group
Colorado
$115K -$59K -1,675 -34%
SSB
369
Sandy Spring Bank
Maryland
$109K
CCM
370
Chilton Capital Management
Texas
$105K
WTA
371
Washington Trust Advisors
Massachusetts
$101K -$16.5K -469 -14%
AEPWM
372
Atlantic Edge Private Wealth Management
Florida
$99.3K +$99.3K +2,820 New
BC
373
Barrett & Company
Rhode Island
$94.8K
EWA
374
EverSource Wealth Advisors
Alabama
$93.9K +$10.6K +300 +13%
CFB
375
Cullen/Frost Bankers
Texas
$88K -$352K -10,000 -80%