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Invesco FTSE RAFI US 1000 ETF

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
151
Novare Capital Management
North Carolina
$1.5M -$14.4K -410 -1%
PAG
152
Private Advisor Group
New Jersey
$1.47M +$645K +18,324 +78%
MWM
153
Modera Wealth Management
New Jersey
$1.44M +$164K +4,658 +13%
MHS
154
M Holdings Securities
Oregon
$1.44M
FSA
155
Financial Services Advisory
Maryland
$1.43M -$45K -1,277 -3%
GIA
156
Gladstone Institutional Advisory
Florida
$1.42M -$44.3K -1,259 -3%
SFP
157
Sterling Financial Planning
New Jersey
$1.39M -$50.4K -1,433 -4%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$592K +16,819 +77%
RK
159
Rather & Kittrell
Tennessee
$1.36M -$89.4K -2,539 -6%
JCM
160
Jacobi Capital Management
Pennsylvania
$1.35M +$173K +4,923 +15%
ACG
161
Allen Capital Group
Nebraska
$1.33M -$1.48K -42 -0.1%
Stifel Financial
162
Stifel Financial
Missouri
$1.31M +$341K +9,700 +35%
SWM
163
SigFig Wealth Management
California
$1.3M -$200K -5,684 -13%
OIA
164
OneDigital Investment Advisors
Kansas
$1.29M -$227K -6,443 -15%
SWM
165
Shakespeare Wealth Management
Wisconsin
$1.28M -$17K -482 -1%
O3W
166
Omni 360 Wealth
New Jersey
$1.2M +$1.2M +33,978 New
APP
167
Avantax Planning Partners
Iowa
$1.18M
N
168
Natixis
France
$1.15M -$92.4K -2,625 -7%
BWA
169
Burt Wealth Advisors
Maryland
$1.15M -$66.9K -1,900 -5%
FG
170
Fairman Group
Pennsylvania
$1.15M +$1.15M +32,538 New
AA
171
Addison Advisors
Vermont
$1.14M -$8.27K -235 -0.7%
RPG
172
Resource Planning Group
Georgia
$1.12M -$103K -2,937 -8%
CFG
173
Cooper Financial Group
California
$1.11M -$297K -8,434 -21%
DA
174
Detalus Advisors
Missouri
$1.11M -$35.4K -1,007 -3%
DPI
175
Diversified Portfolios Inc
Michigan
$1.1M