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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 %
BSW
151
Buckingham Strategic Wealth
Missouri
$962K +$222K +7,015 +30%
Wealthfront Advisers
152
Wealthfront Advisers
California
$962K +$707K +22,340 +277%
VWA
153
V Wealth Advisors
Kansas
$950K -$1.9K -60 -0.2%
EWM
154
Evercore Wealth Management
New York
$936K
BO
155
BRR OpCo
Ohio
$928K +$35.6K +1,125 +4%
GC
156
Gratus Capital
Georgia
$925K -$6.33K -200 -0.7%
SWP
157
Stratos Wealth Partners
Ohio
$909K +$16K +505 +2%
JCM
158
Jacobi Capital Management
Pennsylvania
$897K +$29.3K +925 +3%
IC
159
IEQ Capital
California
$882K
GA
160
Geller Advisors
New York
$865K +$2.85K +90 +0.3%
CL
161
COWA LLC
Oklahoma
$843K -$148K -2,050 -15%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$824K +$249K +7,685 +43%
HA
163
Harborview Advisors
Maine
$818K -$15.2K -480 -2%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$817K -$25.5K -805 -3%
MSFS
165
Main Street Financial Solutions
Pennsylvania
$795K
WCF
166
West Coast Financial
California
$794K -$53.1K -1,675 -6%
AIA
167
AIMZ Investment Advisors
California
$792K
SWM
168
Spire Wealth Management
Virginia
$781K +$8.39K +265 +1%
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$778K -$6.17K -195 -0.8%
RFC
170
Regions Financial Corp
Alabama
$771K -$276K -8,710 -26%
AC
171
Alexandria Capital
Virginia
$764K -$30.1K -950 -4%
GVAG
172
Great Valley Advisor Group
Delaware
$742K
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$732K
EVM
174
Eaton Vance Management
Massachusetts
$725K -$109K -5,270 -13%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$718K -$42.1K -1,330 -6%