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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
Koshinski Asset Management
301
Koshinski Asset Management
Illinois
$422K +$40.5K +926 +11%
WAM
302
Weatherly Asset Management
California
$421K
WG
303
Welch Group
Alabama
$420K +$1K +23 +0.2%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$419K -$568K -13,005 -58%
ESB
305
Essex Savings Bank
Connecticut
$417K +$162K +3,700 +67%
RC
306
Roundview Capital
New Jersey
$417K
SWA
307
Sightline Wealth Advisors
Connecticut
$415K +$1.7K +39 +0.4%
PL
308
Plancorp LLC
Missouri
$414K +$24.7K +565 +7%
AssetMark Inc
309
AssetMark Inc
California
$412K +$42.8K +980 +12%
Citigroup
310
Citigroup
New York
$412K +$398K +9,103 New
BFC
311
Blue Fin Capital
Rhode Island
$408K
PTC
312
Private Trust Company
Ohio
$403K -$3.76K -86 -1%
GWS
313
Glassman Wealth Services
Virginia
$402K
AWM
314
Aprio Wealth Management
Georgia
$401K +$218 +5 +0.1%
SC
315
Scotia Capital
Ontario, Canada
$400K -$4.37K -100 -1%
SIC
316
Salem Investment Counselors
North Carolina
$398K
SSC
317
Syverson Strege & Co
Iowa
$397K -$19.3K -441 -5%
KeyBank National Association
318
KeyBank National Association
Ohio
$396K
HPC
319
HM Payson & Co
Maine
$393K
ASN
320
Advisory Services Network
Georgia
$391K
KIA
321
KCM Investment Advisors
California
$387K
NG
322
NWK Group
California
$384K
IA
323
Intellus Advisors
Florida
$380K
CA
324
Claro Advisors
Massachusetts
$371K
SC
325
Steph & Co
Wisconsin
$368K -$1.97K -45 -0.5%