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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 %
GVAG
201
Great Valley Advisor Group
Delaware
$742K -$34.5K -1,055 -4%
CAM
202
Cresset Asset Management
Illinois
$740K +$251K +7,670 +51%
SFG
203
Sovereign Financial Group
Connecticut
$740K +$25.5K +780 +4%
AC
204
Abbrea Capital
California
$734K
WP
205
WealthShield Partners
North Carolina
$723K -$8.84K -270 -1%
RAG
206
RIA Advisory Group
Iowa
$722K -$45K -1,375 -6%
AF
207
Apexium Financial
Texas
$720K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$718K -$36.3K -1,110 -5%
FSA
209
Financial Services Advisory
Maryland
$702K -$906K -27,670 -56%
M&T Bank
210
M&T Bank
New York
$691K
Renaissance Technologies
211
Renaissance Technologies
New York
$687K +$687K +21,000 New
RJT
212
Raymond James Trust
Florida
$676K
MFG
213
Merit Financial Group
Georgia
$671K +$7.69K +235 +1%
CB
214
Cadence Bank
Mississippi
$657K -$2.62K -80 -0.4%
BJL
215
Brighton Jones LLC
Washington
$655K +$69.1K +2,110 +12%
SPFA
216
Summit Place Financial Advisors
New Jersey
$655K
SHFA
217
SC&H Financial Advisors
Maryland
$654K +$1.64K +50 +0.3%
WP
218
WealthPLAN Partners
Nebraska
$652K -$11.3K -345 -2%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$648K -$16.4K -500 -2%
SWP
220
Stratos Wealth Partners
Ohio
$646K +$24.1K +735 +4%
SC
221
Sinecera Capital
Texas
$641K
WCF
222
West Coast Financial
California
$638K -$93.8K -2,865 -13%
Empower Advisory Group
223
Empower Advisory Group
Colorado
$633K +$154K +4,690 +32%
GS
224
GTS Securities
New York
$620K +$620K +18,930 New
PWM
225
Paulson Wealth Management
Illinois
$616K