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Invesco FTSE RAFI US 1000 ETF

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$723K -$70.6K -2,250 -9%
CIAS
202
Capital Investment Advisory Services
North Carolina
$722K -$106K -3,385 -13%
IAN
203
Integrated Advisors Network
Texas
$721K -$322K -10,280 -31%
Brown Advisory
204
Brown Advisory
Maryland
$705K +$152K +4,840 +27%
AC
205
Abbrea Capital
California
$703K
WCF
206
West Coast Financial
California
$701K -$23.5K -750 -3%
WP
207
WealthShield Partners
North Carolina
$701K -$59.7K -1,905 -8%
AF
208
Apexium Financial
Texas
$690K
SFG
209
Sovereign Financial Group
Connecticut
$684K +$84.2K +2,685 +14%
M&T Bank
210
M&T Bank
New York
$662K
RJT
211
Raymond James Trust
Florida
$648K
CIBC World Market
212
CIBC World Market
Ontario, Canada
$642K -$16.1K -515 -2%
MSFS
213
Main Street Financial Solutions
Pennsylvania
$636K
WP
214
WealthPLAN Partners
Nebraska
$635K +$470 +15 +0.1%
MFG
215
Merit Financial Group
Georgia
$635K
CB
216
Cadence Bank
Mississippi
$632K +$4.39K +140 +0.7%
GC
217
Gratus Capital
Georgia
$631K
SPFA
218
Summit Place Financial Advisors
New Jersey
$627K
SHFA
219
SC&H Financial Advisors
Maryland
$625K -$6.12K -195 -1%
SC
220
Sinecera Capital
Texas
$614K
CFG
221
Cooper Financial Group
California
$602K +$55.5K +1,770 +10%
SWP
222
Stratos Wealth Partners
Ohio
$596K +$192K +6,115 +47%
PWM
223
Paulson Wealth Management
Illinois
$591K
AIP
224
Almanack Investment Partners
Pennsylvania
$581K
LSA
225
Lion Street Advisors
Texas
$578K +$578K +18,425 New