PRF icon

Invesco FTSE RAFI US 1000 ETF

222 hedge funds and large institutions have $2.72B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
5.54%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
28
Increased
70
Reduced
78
Closed
10
Calls
$868K
Puts
$1.09M
Net Calls
-$226K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Shares
Change %
TWMH
101
Tiedemann Wealth Management Holdings
New York
$1.61M -$4.72M -228,485 -75%
AC
102
Alexandria Capital
Virginia
$1.59M -$59.4K -2,875 -4%
IFWM
103
Institute for Wealth Management
Colorado
$1.55M +$1.55M +75,005 New
RIL
104
Rothschild Investment LLC
Illinois
$1.55M -$13.4K -650 -0.9%
MFS
105
McNamara Financial Services
Massachusetts
$1.54M -$53.4K -2,585 -3%
RFC
106
Regions Financial Corp
Alabama
$1.53M +$438K +21,160 +40%
Wolverine Trading
107
Wolverine Trading
Illinois
$1.53M +$864K +41,880 +130%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$164K +7,955 +13%
MHS
109
M Holdings Securities
Oregon
$1.43M -$131K -6,350 -8%
VHAM
110
Van Hulzen Asset Management
California
$1.36M +$1.36M +65,710 New
MA
111
Montag & Associates
Georgia
$1.23M
B
112
Bridgeworth
Alabama
$1.2M +$1.2M +57,100 New
WCF
113
West Coast Financial
California
$1.09M
PMFA
114
Plante Moran Financial Advisors
Michigan
$1.08M +$167K +8,090 +18%
WG
115
Welch Group
Alabama
$1.02M +$5.09K +295 +0.5%
Citadel Advisors
116
Citadel Advisors
Florida
$912K -$2.94M -142,420 -76%
BJL
117
Brighton Jones LLC
Washington
$885K +$885K +42,815 New
CCM
118
Colorado Capital Management
Colorado
$873K
Brown Advisory
119
Brown Advisory
Maryland
$774K
BFC
120
Blue Fin Capital
Rhode Island
$725K +$196K +9,475 +37%
BWM
121
Bernicke Wealth Management
Wisconsin
$723K -$60.9K -2,945 -8%
TI
122
Truepoint Inc
Ohio
$722K -$90.1K -4,280 -11%
GLRA
123
Gerald L. Ray & Associates
Texas
$716K +$4.65K +225 +0.7%
Creative Planning
124
Creative Planning
Kansas
$710K -$12.8K -620 -2%
CS
125
Credit Suisse
Switzerland
$696K +$696K +33,650 New