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Invesco FTSE RAFI US 1000 ETF

427 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
6.73%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
151
SigFig Wealth Management
California
$1.39M -$102K -3,135 -7%
SFP
152
Sterling Financial Planning
New Jersey
$1.37M -$7.86K -240 -0.6%
Wealthfront Advisers
153
Wealthfront Advisers
California
$1.36M -$149K -4,545 -10%
GIA
154
Gladstone Institutional Advisory
Florida
$1.35M +$63.2K +1,930 +5%
DA
155
Detalus Advisors
Missouri
$1.31M -$569K -17,390 -30%
BCM
156
BlueCrest Capital Management
Jersey
$1.3M +$1.3M +39,690 New
SWM
157
Shakespeare Wealth Management
Wisconsin
$1.25M -$2.78K -85 -0.2%
ACG
158
Allen Capital Group
Nebraska
$1.24M
MWM
159
Modera Wealth Management
New Jersey
$1.19M +$327 +10 +0%
RPG
160
Resource Planning Group
Georgia
$1.19M -$14.2K -450 -1%
N
161
Natixis
France
$1.19M +$1.15K +35 +0.1%
BWA
162
Burt Wealth Advisors
Maryland
$1.13M
VP
163
Verum Partners
North Carolina
$1.12M -$24.7K -755 -2%
KFP
164
KB Financial Partners
New Jersey
$1.11M -$9.65K -295 -0.9%
AA
165
Addison Advisors
Vermont
$1.07M -$92.5K -2,825 -8%
LPAM
166
Lodestar Private Asset Management
California
$1.05M +$5.24K +160 +0.5%
SFS
167
Solitude Financial Services
Virginia
$1.04M -$24.9K -760 -2%
WP
168
Wealthspan Partners
Iowa
$1.03M -$20.9K -640 -2%
JCM
169
Jacobi Capital Management
Pennsylvania
$1.03M +$27.3K +835 +3%
DPI
170
Diversified Portfolios Inc
Michigan
$1.03M
SFA
171
Sequoia Financial Advisors
Ohio
$1.02M -$11K -335 -1%
APP
172
Avantax Planning Partners
Iowa
$1.02M
PWP
173
Principle Wealth Partners
Connecticut
$1.01M
CFG
174
Cooper Financial Group
California
$1.01M +$382K +11,675 +61%
CCM
175
Colorado Capital Management
Colorado
$1M