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Invesco FTSE RAFI US 1000 ETF

428 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.37%
New
27
Increased
119
Reduced
162
Closed
23
Calls
$640K
Puts
$3K
Net Calls
+$637K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$1.32M +$13.3K +417 +1%
RK
152
Rather & Kittrell
Tennessee
$1.31M -$52.9K -1,662 -4%
SFP
153
Sterling Financial Planning
New Jersey
$1.3M -$32.6K -1,025 -2%
MHS
154
M Holdings Securities
Oregon
$1.3M +$364K +11,445 +39%
Renaissance Technologies
155
Renaissance Technologies
New York
$1.29M +$624K +19,600 +93%
CFG
156
Cooper Financial Group
California
$1.27M +$292K +9,191 +30%
Wealthfront Advisers
157
Wealthfront Advisers
California
$1.22M -$95.2K -2,991 -7%
ACG
158
Allen Capital Group
Nebraska
$1.2M
AWM
159
AE Wealth Management
Kansas
$1.18M +$430K +13,519 +58%
SWM
160
Shakespeare Wealth Management
Wisconsin
$1.17M -$41.9K -1,318 -3%
MWM
161
Modera Wealth Management
New Jersey
$1.15M -$5.95K -187 -0.5%
N
162
Natixis
France
$1.12M -$28.7K -902 -2%
RPG
163
Resource Planning Group
Georgia
$1.1M -$83.7K -2,649 -7%
BWA
164
Burt Wealth Advisors
Maryland
$1.1M
APP
165
Avantax Planning Partners
Iowa
$1.07M +$80K +2,515 +8%
JCM
166
Jacobi Capital Management
Pennsylvania
$1.07M +$63.8K +2,004 +6%
KFP
167
KB Financial Partners
New Jersey
$1.05M -$30.3K -953 -3%
DA
168
Detalus Advisors
Missouri
$1.03M -$243K -7,651 -19%
AA
169
Addison Advisors
Vermont
$1.03M -$10.3K -325 -1%
DPI
170
Diversified Portfolios Inc
Michigan
$997K
PWP
171
Principle Wealth Partners
Connecticut
$985K
AWM
172
Austin Wealth Management
Texas
$981K +$981K +29,462 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$973K +$973K +30,590 New
BL
174
Balentine LLC
Georgia
$973K
WP
175
Wealthspan Partners
Iowa
$961K -$44.5K -1,400 -4%