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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 %
SRCM
401
Signature Resources Capital Management
California
$50.1K +$50.1K +1,422 New
TIM
402
Tortoise Investment Management
New York
$50K
RCM
403
Rain Capital Management
Oregon
$47.9K +$246 +7 +0.5%
Qube Research & Technologies (QRT)
404
Qube Research & Technologies (QRT)
United Kingdom
$44.8K -$31K -882 -41%
CTC
405
Cetera Trust Company
Minnesota
$44K +$44K +1,250 New
AW
406
Avion Wealth
Texas
$43K
PG
407
Proffitt & Goodson
Tennessee
$42.1K
ST
408
Smithfield Trust
Pennsylvania
$42K +$42K +1,205 New
VF
409
VitalStone Financial
Texas
$41K -$66.6K -1,885 -62%
PGAM
410
Princeton Global Asset Management
New Jersey
$40.5K
TFGT
411
TS Financial Group (TSFG)
Illinois
$39K
CMP
412
Coston McIsaac & Partners
Maine
$39K
FFA
413
Farther Finance Advisors
California
$38.6K +$35 +1 +0.1%
WIA
414
Wetzel Investment Advisors
Indiana
$35K +$35K +1,000 New
TAM
415
Townsend Asset Management
North Carolina
$33.8K
LC
416
Lindbrook Capital
California
$32.6K
CSWM
417
Cassady Schiller Wealth Management
Ohio
$32.2K
RDIA
418
RE Dickinson Investment Advisors
Iowa
$32K
GFPC
419
Global Financial Private Client
Florida
$28.3K
SIC
420
SJS Investment Consulting
Ohio
$27.3K
CAM
421
Clarity Asset Management
Iowa
$27.1K +$27.1K +770 New
BC
422
Belmont Capital
California
$26.4K
MTIC
423
Missouri Trust & Investment Company
Missouri
$26.4K
FGA
424
Fortis Group Advisors
New Jersey
$25.3K +$12.7K +360 +100%
BTI
425
Blue Trust Inc
Georgia
$25K +$20K +624 +400%