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Invesco FTSE RAFI US 1000 ETF

558 hedge funds and large institutions have $4.99B invested in Invesco FTSE RAFI US 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more funds holding

Funds holding: 555558 (+3)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.1M)

0.95% less ownership

Funds ownership: 58.15%57.2% (-0.95%)

3% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 169

Holders
558
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
6.87%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
41
Increased
164
Reduced
169
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$528M +$4.5M +92,636 +0.8%
Ameriprise
2
Ameriprise
Minnesota
$361M -$5.95M -122,366 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$242M -$4.66M -95,895 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$229M +$2.1M +43,160 +0.9%
WA
5
Waverly Advisors
Alabama
$174M -$2.12M -43,645 -1%
Invesco
6
Invesco
Georgia
$146M +$243K +4,992 +0.2%
Mariner
7
Mariner
Kansas
$142M -$7.35M -151,263 -5%
LPL Financial
8
LPL Financial
California
$133M +$3.47M +71,429 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$121M -$23.2M -477,377 -16%
Morgan Stanley
10
Morgan Stanley
New York
$101M -$611K -12,564 -0.6%
DADC
11
D.A. Davidson & Co
Montana
$100M +$2.6M +53,433 +3%
Wells Fargo
12
Wells Fargo
California
$97.8M +$12.4M +255,018 +14%
AIA
13
Arbor Investment Advisors
North Carolina
$96.4M +$4.71K +97 +0%
LW
14
Linscomb Wealth
Texas
$93.9M -$7.46M -153,414 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$91.9M +$3.14M +64,628 +3%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$81.2M -$368K -7,572 -0.4%
BM
17
Berman McAleer
Maryland
$74.7M +$303K +6,236 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$71.4M +$4.07M +83,815 +6%
PFPG
19
Pinnacle Financial Partners (Georgia)
Georgia
$60.2M +$379K +7,801 +0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$58.6M +$1.66M +34,227 +3%
RA
21
RFG Advisory
Alabama
$53.9M -$7.39M -152,073 -12%
LFG
22
Larson Financial Group
Missouri
$48.6M +$7.37M +151,680 +17%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$45.1M +$1.11M +22,749 +2%
HCP
24
Holt Capital Partners
Texas
$44.3M -$375K -7,711 -0.8%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$39.3M -$85.9M -1,767,211 -68%