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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.41B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
7.06%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.29%
New
61
Increased
158
Reduced
153
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$86.2M
2
ETC
Exchange Traded Concepts
Oklahoma
+$51.6M
3
AC
AlphaCore Capital
California
+$38.1M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$986M
2
RA
RFG Advisory
Alabama
-$210M
3
KAS
Kestra Advisory Services
Texas
-$25.2M
4
GAG
Goodman Advisory Group
Massachusetts
-$16.7M
5
HCP
Holt Capital Partners
Texas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
CoreCap Advisors
Michigan
$467K – – –
LWM
277
LJI Wealth Management
Indiana
$465K – – –
1WM
278
1900 Wealth Management
Texas
$461K +$2.49K +59 +0.5%
CWM
279
Connecticut Wealth Management
Connecticut
$459K – – –
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$458K +$458K +10,830 New
MFA
281
Morling Financial Advisors
California
$457K – – –
RAG
282
RIA Advisory Group
Iowa
$457K -$24.1K -570 -5%
CFP
283
Catalyst Financial Partners
Massachusetts
$452K -$413K -9,771 -48%
IA
284
Integrity Alliance
Iowa
$442K -$207K -4,898 -32%
SFP
285
Sandbox Financial Partners
Maryland
$438K +$972 +23 +0.2%
OC
286
Oppenheimer & Co
New York
$436K +$71.6K +1,695 +20%
PWA
287
Principia Wealth Advisory
Texas
$432K – – –
CFS
288
CRA Financial Services
New Jersey
$432K -$95.5K -2,259 -18%
MWM
289
Maridea Wealth Management
New York
$426K +$426K +10,074 New
BI
290
Beckerman Institutional
New Jersey
$424K – – –
CPIG
291
Chicago Partners Investment Group
Illinois
$424K +$130 +3 +0%
AIA
292
AssuredPartners Investment Advisors
Florida
$423K +$1.69K +40 +0.4%
BlackRock
293
BlackRock
New York
$417K +$84.1K +1,990 +25%
SQA
294
Simon Quick Advisors
New Jersey
$413K +$1.61K +38 +0.4%
IAN
295
Integrated Advisors Network
Texas
$412K +$412K +9,737 New
SFS
296
Summit Financial Strategies
Ohio
$403K – – –
SWM
297
Spire Wealth Management
Virginia
$401K -$129K -3,061 -24%
MWM
298
Mission Wealth Management
California
$396K +$94.6K +2,239 +31%
WAM
299
Weatherly Asset Management
California
$393K -$42.3K -1,000 -10%
WG
300
Welch Group
Alabama
$392K +$3.85K +91 +1%
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