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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 %
PS
351
Principal Securities
Iowa
$299K – – –
TF
352
Trek Financial
Arizona
$298K +$4.14K +98 +1%
TIAA Trust, National Association
353
TIAA Trust, National Association
North Carolina
$296K – – –
CPCP
354
Cedar Point Capital Partners
Iowa
$295K -$52.7K -1,246 -15%
SIMG
355
Sonora Investment Management Group
Arizona
$295K +$380 +9 +0.1%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$295K +$295K +6,988 New
VBFG
357
Vishria Bird Financial Group
Tennessee
$293K – – –
FA
358
Financial Alternatives
California
$293K – – –
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$291K – – –
FPCG
360
Forum Private Client Group
Indiana
$290K – – –
MCFP
361
Mallini Complete Financial Planning
Florida
$282K -$269K – –
TCBWMS
362
Texas Capital Bank Wealth Management Services
Texas
$280K -$336K -7,940 -55%
GWM
363
Geneos Wealth Management
Colorado
$278K -$484K -11,443 -63%
EFA
364
Efficient Frontier Advisors
Connecticut
$276K +$1.14K +28 +0.4%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$275K -$34.7K -820 -11%
MMPW
366
Mitchell McLeod Pugh & Williams
Alabama
$275K – – –
MA
367
MBA Advisors
Pennsylvania
$273K -$1.06K -25 -0.4%
QCM
368
QRG Capital Management
Illinois
$273K +$273K +6,448 New
IAS
369
Insigneo Advisory Services
Florida
$270K -$35.9K -850 -12%
VT
370
Vise Technologies
New York
$270K +$270K +6,385 New
FCH
371
Freestone Capital Holdings
Washington
$267K – – –
MSAM
372
Moloney Securities Asset Management
Missouri
$266K +$13.5K +320 +5%
WCM
373
WealthBridge Capital Management
Ohio
$262K +$296 +7 +0.1%
PAS
374
PKS Advisory Services
New York
$261K -$2.79K -66 -1%
LRIA
375
Leonard Rickey Investment Advisors
Washington
$261K -$972 -23 -0.4%
13 14
15
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