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Invesco FTSE RAFI US 1000 ETF

558 hedge funds and large institutions have $4.99B invested in Invesco FTSE RAFI US 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more funds holding

Funds holding: 555558 (+3)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.1M)

0.95% less ownership

Funds ownership: 58.15%57.2% (-0.95%)

3% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 169

Holders
558
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
6.87%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
41
Increased
164
Reduced
169
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AlphaCore Capital
California
$38.4M -$4M -82,256 -9%
GWAG
27
Garrett Wealth Advisory Group
Texas
$37.8M -$681K -14,006 -2%
UBS Group
28
UBS Group
Switzerland
$37.4M -$1.37M -28,165 -3%
GC
29
Grimes & Company
Massachusetts
$36.2M -$594K -12,226 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$35.9M -$35.7M -734,040 -49%
PFG
31
Pinnacle Financial Group
Illinois
$31.8M -$103K -2,109 -0.3%
Osaic Holdings
32
Osaic Holdings
Arizona
$31.3M +$3.04M +62,592 +11%
EH
33
Equitable Holdings
New York
$30.8M -$208K -4,283 -0.6%
RIL
34
Rothschild Investment LLC
Illinois
$30.6M +$1.13M +23,309 +4%
CST
35
Charles Schwab Trust
Nevada
$30.3M -$579K -11,922 -2%
KA
36
Klingman & Associates
New York
$29.4M -$3.08M -63,426 -9%
JP Morgan Chase
37
JP Morgan Chase
New York
$29M +$1.86M +38,360 +7%
CCM
38
Charter Capital Management
Wisconsin
$28.3M +$438K +9,011 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$27.9M -$2.73M -56,179 -9%
HWA
40
Heritage Wealth Architects
Minnesota
$26.8M +$3.38M +69,507 +15%
Truist Financial
41
Truist Financial
North Carolina
$26.3M -$137K -2,811 -0.5%
BWA
42
Boulder Wealth Advisors
Colorado
$26.2M +$3.02M +62,161 +13%
PCM
43
Penserra Capital Management
California
$25.7M +$26.3M +541,398 New
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$25.4M -$24.9K -512 -0.1%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$25.3M -$577K -11,864 -2%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$24.1M -$301K -6,185 -1%
SI
47
Saxon Interests
Texas
$23.9M -$587K -12,085 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$23.6M +$4.4M +90,488 +22%
WBG
49
Wharton Business Group
Pennsylvania
$23.5M +$92.1K +1,895 +0.4%
BCG
50
Breakwater Capital Group
New Jersey
$21.4M +$31.9K +656 +0.1%