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Invesco FTSE RAFI US 1000 ETF

510 hedge funds and large institutions have $5.26B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,325% more call options, than puts

Call options by funds: $97K | Put options by funds: $4K

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.06% less ownership

Funds ownership: 70.31%70.25% (-0.06%)

0% less funds holding

Funds holding: 511510 (-1)

3% less capital invested

Capital invested by funds: $5.43B → $5.26B (-$169M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
510
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.84%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
38
Increased
143
Reduced
159
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
Webster Bank
Connecticut
$183K
GI
402
GS Investments
Minnesota
$179K -$1.86K -45 -1%
AssetMark Inc
403
AssetMark Inc
California
$170K +$157K +3,796 +913%
CIAS
404
CBIZ Investment Advisory Services
Ohio
$166K
MIA
405
Milestone Investment Advisors
Wisconsin
$162K
GWSG
406
GPS Wealth Strategies Group
Colorado
$149K +$701 +17 +0.5%
MSWM
407
Mowery & Schoenfeld Wealth Management
Illinois
$141K
DJSG
408
D.J. St. Germain
Massachusetts
$140K
HDIM
409
Hanson & Doremus Investment Management
Vermont
$138K +$619 +15 +0.4%
NP
410
NorthRock Partners
Minnesota
$135K +$25.4K +615 +22%
BL
411
Balentine LLC
Georgia
$131K
BFPW
412
BOK Financial Private Wealth
Colorado
$121K
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$25.8K -626 -17%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$120K
AC
415
AlphaCore Capital
California
$118K +$120K +2,920 New
BC
416
Barrett & Company
Rhode Island
$117K -$16.5K -400 -12%
GWANC
417
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$11.1K -270 -9%
AEPWM
418
Atlantic Edge Private Wealth Management
Florida
$114K
SS
419
Sunbelt Securities
Texas
$112K +$17K +411 +17%
SIS
420
Sound Income Strategies
Florida
$112K
IWP
421
IAG Wealth Partners
Wisconsin
$107K +$495 +12 +0.5%
TIM
422
Tortoise Investment Management
New York
$104K
HC
423
Hoese & Co
Minnesota
$104K
DF
424
Dunhill Financial
United Kingdom
$103K
CFB
425
Cullen/Frost Bankers
Texas
$101K

PRF Hedge Fund Activity: Q1 2025 in Review

510 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2025, worth a combined $5.26B — down 3.1% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PRF positions and 28 closed out — a net gain of 10 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Charles Schwab, adding an estimated $36.6M. The largest seller was Kestra Advisory Services, cutting an estimated $40.7M.

  • 510 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2025, down from 511 in Q4 2024.
  • Funds reported $5.26B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 38 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2025 was Charles Schwab, an estimated $36.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2025.