We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

556 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535556 (+21)

Holders
556
Holders Change
+21
Holders Change %
+3.93%
% of All Funds
6.76%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
64
Increased
172
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Syon Capital
California
$243K
CWM
402
Collaborative Wealth Management
Florida
$238K
CAL
403
Capital Analysts LLC
Pennsylvania
$237K +$645 +14 +0.3%
M&T Bank
404
M&T Bank
New York
$237K
EWA
405
Exencial Wealth Advisors
Oklahoma
$235K
CA
406
CapWealth Advisors
Tennessee
$235K
AWE
407
Avidian Wealth Enterprises
Texas
$233K -$27.4K -596 -11%
D.E. Shaw & Co
408
D.E. Shaw & Co
New York
$230K +$226K +4,903 New
CTWM
409
Cherry Tree Wealth Management
Minnesota
$229K
CAG
410
Csenge Advisory Group
Florida
$229K +$829 +18 +0.4%
WIC
411
Woodmont Investment Counsel
Tennessee
$229K +$225K +4,883 New
VWA
412
Visionary Wealth Advisors
Illinois
$228K
WB
413
WesBanco Bank
West Virginia
$228K
GRP
414
Global Retirement Partners
California
$228K +$194K +4,211 +658%
ACM
415
Advisors Capital Management
New Jersey
$225K +$221K +4,790 New
AIA
416
Armor Investment Advisors
North Carolina
$223K
ISB
417
Iowa State Bank
Iowa
$223K
FWCM
418
Ferguson Wellman Capital Management
Oregon
$223K
TPW
419
Transatlantique Private Wealth
New York
$222K
SCA
420
Sandy Cove Advisors
Massachusetts
$221K
NS
421
NBC Securities
Alabama
$219K
GLLW
422
Graves Light Lenhart Wealth
Virginia
$219K
CSW
423
Cogent Strategic Wealth
Illinois
$218K +$207K +4,500 New
CA
424
Crewe Advisors
Utah
$218K
NRC
425
New Republic Capital
North Carolina
$218K +$737 +16 +0.3%