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Invesco FTSE RAFI US 1000 ETF

557 hedge funds and large institutions have $5.01B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

21% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 143

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8% more capital invested

Capital invested by funds: $4.66B → $5.01B (+$350M)

4% more ownership

Funds ownership: 54.21%58.21% (+4%)

4% more funds holding

Funds holding: 537557 (+20)

Holders
557
Holders Change
+20
Holders Change %
+3.72%
% of All Funds
6.78%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
63
Increased
173
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Almanack Investment Partners
Pennsylvania
$869K
LPAM
227
Lodestar Private Asset Management
California
$862K -$22.1K -480 -3%
CFG
228
Cooper Financial Group
California
$853K -$130K -2,828 -13%
BPA
229
Beacon Pointe Advisors
California
$847K -$77K -1,673 -8%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$844K +$10.6K +231 +1%
CL
231
Choreo LLC
Illinois
$820K
CFG
232
Chapman Financial Group
Hawaii
$778K -$9.67K -210 -1%
EWM
233
Empirical Wealth Management
Washington
$764K -$21.6K -470 -3%
SAG
234
SageView Advisory Group
California
$740K -$19.6K -426 -3%
Brown Advisory
235
Brown Advisory
Maryland
$739K +$26.8K +581 +4%
WP
236
WealthShield Partners
North Carolina
$736K -$37.5K -815 -5%
HAP
237
Harbor Asset Planning
Massachusetts
$733K +$2.95K +64 +0.4%
AAP
238
Arax Advisory Partners
Colorado
$729K +$715K +15,526 New
EWM
239
Evercore Wealth Management
New York
$726K
DWS
240
Discipline Wealth Solutions
South Carolina
$715K -$40.2K -872 -5%
PIA
241
Perennial Investment Advisors
California
$713K
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$706K
QWM
243
Quadcap Wealth Management
Texas
$704K
GA
244
GSG Advisors
New Jersey
$700K +$2.07K +45 +0.3%
OC
245
Oppenheimer & Co
New York
$700K +$169K +3,661 +33%
DTC
246
Davidson Trust Company
Washington
$699K +$79.6K +1,729 +13%
EW
247
Evoke Wealth
California
$678K +$70.2K +1,525 +12%
SHFA
248
SC&H Financial Advisors
Maryland
$676K +$921 +20 +0.1%
FFO
249
Fortitude Family Office
Arizona
$674K -$39.9K -866 -6%
FCM
250
Firestone Capital Management
Florida
$669K