PRF icon

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 %
CWM
76
Cornerstone Wealth Management
Missouri
$5.5M +$344K +10,810 +7%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$5.48M -$561K -17,616 -9%
Lido Advisors
78
Lido Advisors
California
$5.08M -$27.8K -875 -0.5%
MWM
79
Marion Wealth Management
Pennsylvania
$4.97M +$149K +4,692 +3%
BIP
80
Bouvel Investment Partners
Pennsylvania
$4.96M +$20.4K +642 +0.4%
Creative Planning
81
Creative Planning
Kansas
$4.79M +$615K +19,316 +15%
IC
82
IEQ Capital
California
$4.71M +$676K +21,236 +17%
William Blair & Company
83
William Blair & Company
Illinois
$4.61M -$401K -12,604 -8%
CA
84
Cornerstone Advisory
Maryland
$4.49M -$199K -6,268 -4%
MSWMA
85
Market Street Wealth Management Advisors
Indiana
$4.38M -$216K -6,796 -5%
PWM
86
Perigon Wealth Management
California
$4.36M +$78K +2,452 +2%
EI
87
Ellevest Inc
New York
$4.36M -$7.8K -245 -0.2%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32M -$117K -3,690 -3%
LPT
89
Legacy Private Trust
Wisconsin
$4.29M +$28.9K +909 +0.7%
KW
90
KWB Wealth
California
$4M -$16.6M -101,316 -81%
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$3.98M
CAM
92
Cidel Asset Management
Ontario, Canada
$3.64M -$212K -6,650 -5%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3.54M -$143K -4,504 -4%
WP
94
WealthSource Partners
California
$3.49M +$2.9K +91 +0.1%
OPPS
95
Obsidian Personal Planning Solutions
Maryland
$3.46M +$393K +12,339 +13%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$3.24M +$7.73K +243 +0.2%
CTC
97
Central Trust Company
Missouri
$3.22M -$21.5K -675 -0.7%
Citadel Advisors
98
Citadel Advisors
Florida
$3.11M +$736K +23,117 +31%
CMS
99
Capital Market Strategies
Florida
$3.09M -$13.2K -424 -0.4%
YWM
100
Yoder Wealth Management
California
$3.09M