PRF icon

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 %
GVAG
201
Great Valley Advisor Group
Delaware
$721K -$477 -15 -0.1%
AC
202
Abbrea Capital
California
$714K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$698K
AF
204
Apexium Financial
Texas
$693K -$6.84K -215 -1%
WP
205
WealthShield Partners
North Carolina
$656K -$46K -1,445 -7%
EWM
206
Evercore Wealth Management
New York
$648K -$244K -7,655 -27%
WP
207
WealthPLAN Partners
Nebraska
$643K +$9.04K +284 +1%
MFG
208
Merit Financial Group
Georgia
$640K -$11.7K -368 -2%
SHFA
209
SC&H Financial Advisors
Maryland
$638K +$1.81K +57 +0.3%
SPFA
210
Summit Place Financial Advisors
New Jersey
$636K
CB
211
Cadence Bank
Mississippi
$635K -$4.2K -132 -0.7%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$630K -$32 -1 -0%
SC
213
Sinecera Capital
Texas
$623K +$32 +1 +0%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$623K +$623K +19,580 New
WCF
215
West Coast Financial
California
$610K -$11.1K -350 -2%
SFG
216
Sovereign Financial Group
Connecticut
$605K -$114K -3,575 -16%
SFA
217
Sequoia Financial Advisors
Ohio
$602K -$392K -12,326 -39%
PWM
218
Paulson Wealth Management
Illinois
$599K
AIP
219
Almanack Investment Partners
Pennsylvania
$590K
BJL
220
Brighton Jones LLC
Washington
$573K -$63.5K -1,997 -10%
CL
221
Choreo LLC
Illinois
$566K
LSA
222
Lion Street Advisors
Texas
$557K +$557K +17,520 New
GC
223
Gratus Capital
Georgia
$546K
ACP
224
Aveo Capital Partners
Colorado
$524K -$68.5K -2,152 -12%
Brown Advisory
225
Brown Advisory
Maryland
$511K -$159 -5 -0%