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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
7.07%
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 %
Koshinski Asset Management
326
Koshinski Asset Management
Illinois
$356K +$58.4K +1,382 +20%
IA
327
Intellus Advisors
Florida
$355K +$355K +8,400 New
CA
328
Claro Advisors
Massachusetts
$347K – – –
SC
329
Steph & Co
Wisconsin
$346K – – –
AssetMark Inc
330
AssetMark Inc
California
$344K +$166K +3,931 +93%
SMF
331
Scott Marsh Financial
Utah
$344K +$344K +8,139 New
DDPIC
332
Deroy & Devereaux Private Investment Counsel
Michigan
$338K – – –
ITIM
333
Indiana Trust & Investment Management
Indiana
$338K – – –
SCM
334
SCS Capital Management
Massachusetts
$338K +$1.44K +34 +0.4%
JIC
335
Johnson Investment Counsel
Ohio
$336K +$1.94K +46 +0.6%
RWM
336
Revisor Wealth Management
Ohio
$335K +$335K +7,785 New
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$333K +$86.7K +2,050 +35%
HI
338
Harbour Investments
Wisconsin
$321K +$44.6K +1,055 +16%
SWA
339
SOA Wealth Advisors
New York
$320K +$1.31K +31 +0.4%
WTFG
340
Wood Tarver Financial Group
Idaho
$318K +$318K +7,545 New
TFP
341
Traction Financial Partners
Wyoming
$317K – – –
CWP
342
Curated Wealth Partners
California
$317K – – –
ECM
343
Exchange Capital Management
Michigan
$316K -$46.3K -1,095 -13%
FNBT
344
FineMark National Bank & Trust
Florida
$314K – – –
GAA
345
Global Assets Advisory
Florida
$314K -$666K -15,600 -68%
LWL
346
Leo Wealth LLC
Texas
$312K +$312K +7,389 New
SF
347
Symphony Financial
Texas
$309K -$3.02M -11,213 -91%
VFA
348
Valeo Financial Advisors
Indiana
$306K +$14.4K +340 +5%
PA
349
Parallel Advisors
California
$302K – – –
BCM
350
Brookstone Capital Management
Illinois
$301K +$61.1K +1,446 +25%
12 13
14
15 16