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Invesco FTSE RAFI US 1000 ETF

537 hedge funds and large institutions have $4.66B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $4.34B → $4.66B (+$321M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more funds holding

Funds holding: 531537 (+6)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 169

1.2% less ownership

Funds ownership: 55.41%54.21% (-1.2%)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
7.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
43
Increased
155
Reduced
169
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
226
Natixis Advisors
Massachusetts
$748K -$46K -1,052 -6%
WP
227
WealthShield Partners
North Carolina
$742K -$43.3K -990 -6%
SAG
228
SageView Advisory Group
California
$732K -$37.2K -851 -5%
DWS
229
Discipline Wealth Solutions
South Carolina
$729K +$704K +16,120 New
WCWM
230
Willow Creek Wealth Management
California
$715K
MSFS
231
Main Street Financial Solutions
Pennsylvania
$703K
HAP
232
Harbor Asset Planning
Massachusetts
$703K +$2.84K +65 +0.4%
EFA
233
Edge Financial Advisors
Illinois
$700K -$87.9K -2,011 -11%
EWM
234
Evercore Wealth Management
New York
$700K -$183K -4,185 -21%
FFO
235
Fortitude Family Office
Arizona
$688K -$2.97K -68 -0.4%
PIA
236
Perennial Investment Advisors
California
$687K
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$687K -$215K -4,921 -24%
Brown Advisory
238
Brown Advisory
Maryland
$686K +$2.18K +50 +0.3%
QWM
239
Quadcap Wealth Management
Texas
$678K -$10.6K -243 -2%
GA
240
GSG Advisors
New Jersey
$674K +$2.1K +48 +0.3%
CB
241
Cadence Bank
Mississippi
$659K -$93.1K -2,132 -13%
SHFA
242
SC&H Financial Advisors
Maryland
$651K +$1K +23 +0.2%
FCM
243
Firestone Capital Management
Florida
$645K
Legacy Financial Group (Iowa)
244
Legacy Financial Group (Iowa)
Iowa
$644K
WB
245
West Bancorporation
Iowa
$637K +$615K +14,082 New
Empower Advisory Group
246
Empower Advisory Group
Colorado
$628K -$19K -435 -3%
FEG
247
Fund Evaluation Group
Ohio
$628K +$56.6K +1,295 +10%
SFS
248
Solitude Financial Services
Virginia
$624K
TRCT
249
Tower Research Capital (TRC)
New York
$616K -$471K -10,773 -44%
CIAS
250
Capital Investment Advisory Services
North Carolina
$614K -$47.8K -1,093 -7%