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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
ACA
301
Aptus Capital Advisors
Alabama
$463K +$17.6K +383 +4%
SQA
302
Simon Quick Advisors
New Jersey
$461K +$1.66K +36 +0.4%
MWM
303
Mission Wealth Management
California
$459K +$184 +4 +0%
MG
304
Mather Group
Illinois
$452K -$1.98K -43 -0.4%
TP
305
Trailhead Planners
Minnesota
$448K +$440K +9,550 New
SFS
306
Summit Financial Strategies
Ohio
$447K
SWM
307
Spire Wealth Management
Virginia
$446K +$414 +9 +0.1%
SC
308
Scotia Capital
Ontario, Canada
$439K +$23.6K +512 +6%
WAM
309
Weatherly Asset Management
California
$437K
WG
310
Welch Group
Alabama
$436K
IAN
311
Integrated Advisors Network
Texas
$434K -$23.6K -512 -5%
SWA
312
Sightline Wealth Advisors
Connecticut
$433K +$1.7K +37 +0.4%
PL
313
Plancorp LLC
Missouri
$430K
AssetMark Inc
314
AssetMark Inc
California
$428K
RC
315
Roundview Capital
New Jersey
$428K -$4.61K -100 -1%
RFP
316
Root Financial Partners
California
$422K +$69.1K +1,500 +20%
GWS
317
Glassman Wealth Services
Virginia
$417K
BFC
318
Blue Fin Capital
Rhode Island
$417K -$6.08K -132 -1%
SIC
319
Salem Investment Counselors
North Carolina
$413K
SSC
320
Syverson Strege & Co
Iowa
$412K +$368 +8 +0.1%
ASN
321
Advisory Services Network
Georgia
$406K
HAG
322
HighPoint Advisor Group
Illinois
$406K +$398K +8,649 New
KIA
323
KCM Investment Advisors
California
$402K
NG
324
NWK Group
California
$399K
EWM
325
Elmwood Wealth Management
California
$396K +$389K +8,436 New