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Invesco FTSE RAFI US 1000 ETF

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
426
WealthPlan Investment Management
Nebraska
-$666K -20,240 Closed
FA
427
Fermata Advisors
California
-$426K -13,720 Closed
VWA
428
V Wealth Advisors
Kansas
-$388K -12,515 Closed
CFP
429
Catalyst Financial Partners
Massachusetts
-$300K -9,665 Closed
ACP
430
Aviance Capital Partners
Florida
-$248K -7,980 Closed
LRIA
431
Leonard Rickey Investment Advisors
Washington
-$210K -6,755 Closed
CCA
432
Clearwater Capital Advisors
Illinois
-$208K -6,700 Closed
RIA
433
Realta Investment Advisors
Delaware
-$182K -5,850 Closed
LWP
434
Laurel Wealth Planning
Minnesota
-$144K -4,625 Closed
BTI
435
Blue Trust Inc
Georgia
-$110K -3,975 Closed
LAM
436
Lakewood Asset Management
Illinois
-$90K -2,900 Closed
TCWA
437
Ten Capital Wealth Advisors
Washington
-$67K -2,160 Closed
CAS
438
Coppell Advisory Solutions
Texas
-$39.1K -1,260 Closed
CASC
439
Coppell Advisory Solutions Corp
Texas
-$39.1K -1,260 Closed
KM
440
Kalos Management
Georgia
-$18.3K -590 Closed
RBC
441
Romano Brothers & Co
Illinois
-$14.9K -480 Closed
MPCG
442
Matrix Private Capital Group
New York
-$4.03K -130 Closed
GI
443
Gradient Investments
Minnesota
-$2.02K -65 Closed
DWP
444
Destiny Wealth Partners
Florida
-$1.4K -45 Closed
TCA
445
Trifecta Capital Advisors
Illinois
-$310 -10 Closed