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Invesco FTSE RAFI US 1000 ETF

296 hedge funds and large institutions have $2.68B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 144 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-25
Holders Change %
-7.79%
% of All Funds
6.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.46%
New
22
Increased
66
Reduced
144
Closed
43
Calls
$222K
Puts
Net Calls
+$222K
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$1.25M +$69.5K +3,760 +6%
GIA
102
Gladstone Institutional Advisory
Florida
$1.19M -$138K -7,455 -10%
PWM
103
Perigon Wealth Management
California
$1.17M -$117K -5,805 -9%
FPCP
104
Fort Point Capital Partners
California
$1.17M -$730K -39,500 -39%
TSS
105
Two Sigma Securities
New York
$1.16M +$1.16M +62,645 New
MFS
106
McNamara Financial Services
Massachusetts
$1.13M +$19.2K +1,040 +2%
RPG
107
Resource Planning Group
Georgia
$1.13M -$708K -39,070 -39%
GC
108
Gratus Capital
Georgia
$1.1M -$506K -27,370 -32%
MA
109
Montag & Associates
Georgia
$1.04M -$60.1K -3,250 -5%
GEA
110
Glen Eagle Advisors
New Jersey
$980K +$171K +9,260 +21%
BCI
111
Brinker Capital Investments
Pennsylvania
$961K -$171K -9,245 -15%
ACG
112
Allen Capital Group
Nebraska
$914K +$71K +3,840 +8%
CA
113
Clearstead Advisors
Ohio
$903K
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$885K +$871K +47,150 +6,287%
Lido Advisors
115
Lido Advisors
California
$847K -$208K -11,235 -20%
SWM
116
Shakespeare Wealth Management
Wisconsin
$843K -$647 -35 -0.1%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$840K
PWP
118
Principle Wealth Partners
Connecticut
$812K -$1.05M -56,970 -56%
CCM
119
Colorado Capital Management
Colorado
$789K -$53.1K -2,870 -6%
RWM
120
Reston Wealth Management
Virginia
$783K -$14.5M -786,165 -95%
RFC
121
Regions Financial Corp
Alabama
$742K -$71.7K -3,875 -9%
BWA
122
Burt Wealth Advisors
Maryland
$728K +$728K +39,390 New
PMFA
123
Plante Moran Financial Advisors
Michigan
$726K -$352K -19,055 -33%
CWM
124
Cornerstone Wealth Management
Missouri
$716K +$393K +21,265 +122%
William Blair & Company
125
William Blair & Company
Illinois
$714K +$32.3K +1,750 +5%