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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 %
PWP
176
Principle Wealth Partners
Connecticut
$1.09M -$1.76K -50 -0.2%
BL
177
Balentine LLC
Georgia
$1.08M +$4.96K +141 +0.5%
SWP
178
Stratos Wealth Partners
Ohio
$1.05M +$51.4K +1,459 +5%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$1.03M -$44.9K -1,275 -4%
SFS
180
Solitude Financial Services
Virginia
$1.03M -$6.44K -183 -0.6%
CFS
181
Cannon Financial Strategists
Georgia
$1.03M
Kovitz Investment Group Partners
182
Kovitz Investment Group Partners
Illinois
$1.02M
CCM
183
Colorado Capital Management
Colorado
$995K -$15.1K -430 -1%
SC
184
Scotia Capital
Ontario, Canada
$986K -$30.2K -857 -3%
PMFA
185
Plante Moran Financial Advisors
Michigan
$985K
EFP
186
EnRich Financial Partners
Wisconsin
$974K +$974K +27,672 New
FPAS
187
Focus Partners Advisor Solutions
Missouri
$968K +$504K +14,305 +108%
WP
188
Wealthspan Partners
Iowa
$949K -$114K -3,230 -11%
NA
189
NewEdge Advisors
Louisiana
$935K +$124K +3,506 +15%
CFFP
190
Center for Financial Planning
Michigan
$924K +$106 +3 +0%
EWM
191
Empirical Wealth Management
Washington
$917K +$49.5K +1,406 +6%
SFA
192
Sequoia Financial Advisors
Ohio
$913K +$247K +7,019 +37%
SPC
193
Sigma Planning Corp
Michigan
$903K -$1.69M -47,982 -65%
HWM
194
HB Wealth Management
Georgia
$894K -$35 -1 -0%
AWM
195
Austin Wealth Management
Texas
$891K -$177K -4,887 -17%
AIA
196
AIMZ Investment Advisors
California
$880K
AA
197
Ancora Advisors
Ohio
$875K
AAM
198
Austin Asset Management
Texas
$854K
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
$842K -$1.29M -36,613 -60%
KWM
200
Kaydan Wealth Management
Michigan
$822K