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Invesco FTSE RAFI US 1000 ETF

505 hedge funds and large institutions have $5.25B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-3
Holders Change %
-0.59%
% of All Funds
6.86%
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
142
Reduced
157
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
401
CBIZ Investment Advisory Services
Ohio
$166K
MIA
402
Milestone Investment Advisors
Wisconsin
$162K
GWSG
403
GPS Wealth Strategies Group
Colorado
$149K +$687 +17 +0.5%
MSWM
404
Mowery & Schoenfeld Wealth Management
Illinois
$141K
DJSG
405
D.J. St. Germain
Massachusetts
$140K
HDIM
406
Hanson & Doremus Investment Management
Vermont
$138K +$607 +15 +0.4%
NP
407
NorthRock Partners
Minnesota
$135K +$24.9K +615 +22%
BL
408
Balentine LLC
Georgia
$131K
BFPW
409
BOK Financial Private Wealth
Colorado
$121K
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$25.3K -626 -17%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$120K
AC
412
AlphaCore Capital
California
$118K +$118K +2,920 New
BC
413
Barrett & Company
Rhode Island
$117K -$16.2K -400 -12%
GWANC
414
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$10.9K -270 -9%
AEPWM
415
Atlantic Edge Private Wealth Management
Florida
$114K
SS
416
Sunbelt Securities
Texas
$112K +$16.6K +411 +17%
SIS
417
Sound Income Strategies
Florida
$112K
IWP
418
IAG Wealth Partners
Wisconsin
$107K +$485 +12 +0.5%
TIM
419
Tortoise Investment Management
New York
$104K
HC
420
Hoese & Co
Minnesota
$104K
DF
421
Dunhill Financial
United Kingdom
$103K
CFB
422
Cullen/Frost Bankers
Texas
$101K
PWM
423
Provident Wealth Management
Tennessee
$96.1K
AF
424
Advisornet Financial
Minnesota
$92.5K +$444 +11 +0.5%
EWA
425
EverSource Wealth Advisors
Alabama
$89.9K -$5.82K -144 -6%