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Invesco FTSE RAFI US 1000 ETF

353 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+8
Holders Change %
+2.32%
% of All Funds
6.2%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
29
Increased
107
Reduced
110
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
51
JNBA Financial Advisors
Minnesota
$10.1M +$636K +20,095 +7%
BEAM
52
Baker Ellis Asset Management
Washington
$9.66M -$32.2K -1,000 -0.3%
CFGF
53
Compass Financial Group (Florida)
Florida
$9.55M -$152K -4,805 -2%
PFA
54
Pettinga Financial Advisors
Indiana
$9.38M +$680K +21,470 +8%
WIA
55
World Investment Advisors
California
$9.23M -$103K -3,250 -1%
SPIA
56
Steward Partners Investment Advisory
New York
$9.03M +$318K +10,025 +4%
NEIRG
57
New England Investment & Retirement Group
Massachusetts
$8.77M +$554K +17,490 +7%
PO
58
Private Ocean
California
$8.63M -$460K -14,515 -5%
CHAM
59
Clear Harbor Asset Management
Connecticut
$8.56M +$8.56M +270,130 New
MML Investors Services
60
MML Investors Services
Massachusetts
$8.1M +$146K +4,610 +2%
PFO
61
Pathstone Family Office
New Jersey
$7.93M -$334K -10,535 -4%
RC
62
RegentAtlantic Capital
New Jersey
$7.68M -$44.8K -1,415 -0.6%
FA
63
Fermata Advisors
California
$7.08M +$3.98M +125,780 +129%
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$6.95M +$1.43K +45 +0%
CST
65
Charles Schwab Trust
Nevada
$6.78M +$622K +19,635 +10%
AAS
66
Avantax Advisory Services
Texas
$6.69M +$87.6K +2,765 +1%
PAG
67
Private Advisor Group
New Jersey
$6.57M -$88.2K -2,785 -1%
MWM
68
Merriman Wealth Management
Washington
$6.55M -$96.1K -3,035 -1%
Lido Advisors
69
Lido Advisors
California
$6.38M +$5.14M +162,450 +416%
RCA
70
Resonant Capital Advisors
Wisconsin
$6.02M +$1.69M +53,475 +39%
LPT
71
Legacy Private Trust
Wisconsin
$5.98M +$28.8K +910 +0.5%
Mariner
72
Mariner
Kansas
$5.74M -$196K -6,175 -3%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$5.43M +$72.4K +2,285 +1%
WOSD
74
WFA of San Diego
California
$5.38M +$76.5K +2,415 +1%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$5.37M +$364K +11,485 +7%