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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 %
CCMI
76
Creative Capital Management Investments
California
$6.45M -$21.1K -600 -0.3%
UWS
77
Unique Wealth Strategies
Illinois
$6.4M +$6.4M +181,765 New
Cerity Partners
78
Cerity Partners
New York
$6.18M +$6.18M +175,595 New
Creative Planning
79
Creative Planning
Kansas
$5.67M +$367K +10,423 +7%
Lido Advisors
80
Lido Advisors
California
$5.61M -$6.13K -174 -0.1%
MWM
81
Marion Wealth Management
Pennsylvania
$5.45M -$45K -1,278 -0.8%
BIP
82
Bouvel Investment Partners
Pennsylvania
$5.35M -$136K -3,864 -2%
PWM
83
Perigon Wealth Management
California
$5.34M +$519K +14,751 +11%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$5.01M -$1.05M -29,877 -17%
PWP
85
Precedent Wealth Partners
Texas
$4.86M +$4.86M +137,963 New
EI
86
Ellevest Inc
New York
$4.82M
William Blair & Company
87
William Blair & Company
Illinois
$4.79M -$313K -8,889 -6%
CA
88
Cornerstone Advisory
Maryland
$4.76M -$200K -5,680 -4%
MSWMA
89
Market Street Wealth Management Advisors
Indiana
$4.59M -$261K -7,412 -5%
Goldman Sachs
90
Goldman Sachs
New York
$4.44M +$4.44M +126,228 New
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$4.4M
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32M -$454K -12,911 -10%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$4.17M +$256K +7,285 +7%
LPT
94
Legacy Private Trust
Wisconsin
$4.11M -$635K -18,042 -13%
OPPS
95
Obsidian Personal Planning Solutions
Maryland
$3.95M +$120K +3,401 +3%
CAM
96
Cidel Asset Management
Ontario, Canada
$3.86M -$165K -4,678 -4%
WP
97
WealthSource Partners
California
$3.77M -$98.5K -2,799 -3%
KW
98
KWB Wealth
California
$3.75M +$2.89M +81,968 +336%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$3.59M +$8.94K +254 +0.2%
CTC
100
Central Trust Company
Missouri
$3.55M -$9.68K -275 -0.3%