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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 %
MIA
426
Milestone Investment Advisors
Wisconsin
$169K – – –
GWSG
427
GPS Wealth Strategies Group
Colorado
$156K +$676 +16 +0.4%
MSWM
428
Mowery & Schoenfeld Wealth Management
Illinois
$148K – – –
JFGIW
429
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K +$21.1K +500 +17%
DJSG
430
D.J. St. Germain
Massachusetts
$147K – – –
HDIM
431
Hanson & Doremus Investment Management
Vermont
$145K +$635 +15 +0.4%
BL
432
Balentine LLC
Georgia
$135K -$2.28K -54 -2%
BFPW
433
BOK Financial Private Wealth
Colorado
$127K – – –
BCWM
434
Bartlett & Co Wealth Management
Ohio
$126K – – –
BC
435
Barrett & Company
Rhode Island
$122K – – –
PPC
436
Park Place Capital
Alabama
$121K +$121K +2,833 New
AEPWM
437
Atlantic Edge Private Wealth Management
Florida
$119K – – –
NP
438
NorthRock Partners
Minnesota
$116K -$26K -615 -18%
GWANC
439
Guardian Wealth Advisors (North Carolina)
North Carolina
$112K -$8.67K -205 -7%
IWP
440
IAG Wealth Partners
Wisconsin
$112K +$549 +13 +0.5%
RWM
441
RMG Wealth Management
Wisconsin
$110K +$110K +2,573 New
TIM
442
Tortoise Investment Management
New York
$109K – – –
HC
443
Hoese & Co
Minnesota
$109K – – –
IF
444
Integrity Financial
Wyoming
$107K +$50.1K +1,186 +88%
DF
445
Dunhill Financial
United Kingdom
$107K -$1.1K -26 -1%
CFB
446
Cullen/Frost Bankers
Texas
$106K – – –
GIA
447
GHP Investment Advisors
Colorado
$103K +$22.7K +538 +28%
Franklin Resources
448
Franklin Resources
California
$101K +$101K +2,400 New
PWM
449
Provident Wealth Management
Tennessee
$101K – – –
AIC
450
Archer Investment Corporation
Indiana
$100K +$100K +2,369 New
16 17
18
19 20