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Invesco FTSE RAFI US 1000 ETF

537 hedge funds and large institutions have $4.66B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $4.34B → $4.66B (+$321M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more funds holding

Funds holding: 531537 (+6)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 169

1.2% less ownership

Funds ownership: 55.41%54.21% (-1.2%)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
7.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
43
Increased
155
Reduced
169
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
CapWealth Advisors
Tennessee
$226K
T
402
Tidemark
California
$225K
PA
403
Pinnacle Associates
New York
$224K -$3.93K -90 -2%
AWM
404
AE Wealth Management
Kansas
$224K -$16.5K -378 -7%
CTWM
405
Cherry Tree Wealth Management
Minnesota
$221K
CIC
406
Carnegie Investment Counsel
Ohio
$221K
CAG
407
Csenge Advisory Group
Florida
$220K +$213K +4,868 New
VWA
408
Visionary Wealth Advisors
Illinois
$220K
WB
409
WesBanco Bank
West Virginia
$220K
AIA
410
Armor Investment Advisors
North Carolina
$215K
ISB
411
Iowa State Bank
Iowa
$215K
FWCM
412
Ferguson Wellman Capital Management
Oregon
$215K
TPW
413
Transatlantique Private Wealth
New York
$214K +$206K +4,725 New
SCA
414
Sandy Cove Advisors
Massachusetts
$213K +$206K +4,715 New
NS
415
NBC Securities
Alabama
$211K -$3.06K -70 -1%
GLLW
416
Graves Light Lenhart Wealth
Virginia
$211K +$204K +4,660 New
CA
417
Crewe Advisors
Utah
$210K
NRC
418
New Republic Capital
North Carolina
$209K +$743 +17 +0.4%
AFG
419
Allegheny Financial Group
Pennsylvania
$209K +$202K +4,616 New
PC
420
Prairiewood Capital
North Dakota
$209K -$11.7K -268 -5%
PPC
421
Park Place Capital
Alabama
$208K +$77.3K +1,769 +62%
AWM
422
Avior Wealth Management
Nebraska
$207K +$200K +4,588 New
RPGK
423
Retirement Planning Group (Kansas)
Kansas
$207K +$200K +4,575 New
FCP
424
Fidelis Capital Partners
Florida
$207K +$200K +4,572 New
PCFFS
425
Pacific Center for Financial Services
California
$206K +$87 +2 +0%