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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 %
CA
201
Cetera Advisors
Colorado
$821K -$48.1K -1,367 -6%
CIAS
202
Capital Investment Advisory Services
North Carolina
$817K -$7.67K -218 -0.9%
CAM
203
Cresset Asset Management
Illinois
$811K +$9.47K +269 +1%
LPAM
204
Lodestar Private Asset Management
California
$801K -$3.2K -91 -0.4%
GVAG
205
Great Valley Advisor Group
Delaware
$790K -$7.53K -214 -0.9%
CL
206
Choreo LLC
Illinois
$738K +$111K +3,165 +18%
RJT
207
Raymond James Trust
Florida
$727K -$76.2K -2,165 -9%
EWM
208
Echo Wealth Management
Minnesota
$727K -$164K -4,646 -18%
WP
209
WealthShield Partners
North Carolina
$722K -$3.87K -110 -0.5%
CWC
210
Carolinas Wealth Consulting
North Carolina
$722K +$259K +7,361 +56%
AC
211
Abbrea Capital
California
$719K -$70.4K -2,000 -9%
SHFA
212
SC&H Financial Advisors
Maryland
$708K +$2.08K +59 +0.3%
SPFA
213
Summit Place Financial Advisors
New Jersey
$704K
EWM
214
Evercore Wealth Management
New York
$701K -$16.8K -476 -2%
AF
215
Apexium Financial
Texas
$699K -$67.3K -1,913 -9%
MSFS
216
Main Street Financial Solutions
Pennsylvania
$697K
SC
217
Sinecera Capital
Texas
$690K +$35 +1 +0%
SFG
218
Sovereign Financial Group
Connecticut
$679K +$9.01K +256 +1%
MFG
219
Merit Financial Group
Georgia
$675K -$33K -938 -5%
CIBC World Market
220
CIBC World Market
Ontario, Canada
$672K -$16.7K -475 -2%
SC
221
Savant Capital
Illinois
$664K +$125K +3,546 +23%
PWM
222
Paulson Wealth Management
Illinois
$663K
CB
223
Cadence Bank
Mississippi
$654K -$48.5K -1,377 -7%
WCF
224
West Coast Financial
California
$653K -$21.6K -615 -3%
AIP
225
Almanack Investment Partners
Pennsylvania
$652K