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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 %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$1.43M -$1.44M
KFP
127
KB Financial Partners
New Jersey
$1.41M -$112K -3,535 -7%
ACG
128
Allen Capital Group
Nebraska
$1.41M -$134K -4,230 -9%
Creative Planning
129
Creative Planning
Kansas
$1.4M -$466K -14,715 -25%
TRCT
130
Tower Research Capital (TRC)
New York
$1.4M +$198K +6,250 +16%
Bessemer Group
131
Bessemer Group
New Jersey
$1.39M +$1.39M +43,865 New
SWM
132
Shakespeare Wealth Management
Wisconsin
$1.36M -$2.73K -85 -0.2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.36M +$32.6K +1,030 +2%
AA
134
Addison Advisors
Vermont
$1.35M -$12K -380 -0.9%
5L
135
55I LLC
Massachusetts
$1.34M +$597K +18,835 +80%
GIA
136
Gladstone Institutional Advisory
Florida
$1.32M -$7.76K -245 -0.6%
SFP
137
Sterling Financial Planning
New Jersey
$1.32M -$12.2K -385 -0.9%
Renaissance Technologies
138
Renaissance Technologies
New York
$1.31M +$475K +15,000 +57%
PP
139
Prudential plc
United Kingdom
$1.2M +$112K +3,550 +10%
NA
140
NewEdge Advisors
Louisiana
$1.19M +$870K +27,465 +275%
CFS
141
Cannon Financial Strategists
Georgia
$1.17M
HTC
142
Haverford Trust Company
Pennsylvania
$1.16M +$1.16M +36,600 New
WWM
143
Windsor Wealth Management
Indiana
$1.12M
CFFP
144
Center for Financial Planning
Michigan
$1.12M -$72K -2,275 -6%
SWM
145
SigFig Wealth Management
California
$1.12M +$1.12M +35,190 New
CCM
146
Colorado Capital Management
Colorado
$1.06M -$226K -7,150 -18%
Stifel Financial
147
Stifel Financial
Missouri
$1.03M -$62.7K -1,980 -6%
PMFA
148
Plante Moran Financial Advisors
Michigan
$992K -$115K -3,635 -10%
TA
149
Tiedemann Advisors
New York
$986K -$2.25M -71,120 -70%
PWP
150
Principle Wealth Partners
Connecticut
$981K