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Invesco FTSE RAFI US 1000 ETF

510 hedge funds and large institutions have $5.26B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,325% more call options, than puts

Call options by funds: $97K | Put options by funds: $4K

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.06% less ownership

Funds ownership: 70.31%70.25% (-0.06%)

0% less funds holding

Funds holding: 511510 (-1)

3% less capital invested

Capital invested by funds: $5.43B → $5.26B (-$169M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
510
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.84%
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
143
Reduced
159
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Grimes & Company
Massachusetts
$32.2M -$543K -13,162 -2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$31.3M +$20.8M +504,616 +187%
GWAG
28
Garrett Wealth Advisory Group
Texas
$29.8M +$1.61M +38,954 +6%
EH
29
Equitable Holdings
New York
$29.3M -$1.43M -34,585 -5%
PFG
30
Pinnacle Financial Group
Illinois
$28M -$411K -9,973 -1%
KA
31
Klingman & Associates
New York
$27.9M -$16.1K -391 -0.1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$27.3M +$446K +10,804 +2%
KAS
33
Kestra Advisory Services
Texas
$27.2M -$40.7M -986,852 -59%
RIL
34
Rothschild Investment LLC
Illinois
$25.1M +$923K +22,379 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$24.2M +$1.26M +30,524 +5%
CST
36
Charles Schwab Trust
Nevada
$22.2M +$1.41M +34,239 +7%
JP Morgan Chase
37
JP Morgan Chase
New York
$22.1M -$774K -18,763 -3%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$22M -$219K -5,311 -1%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$21.8M -$49.1K -1,191 -0.2%
BWA
40
Boulder Wealth Advisors
Colorado
$21.6M +$2.69M +65,202 +14%
SI
41
Saxon Interests
Texas
$21.2M +$305K +7,390 +1%
ME
42
McIlrath & Eck
Washington
$20.4M -$1.13M -27,309 -5%
WBG
43
Wharton Business Group
Pennsylvania
$19.9M
BCG
44
Breakwater Capital Group
New Jersey
$19.6M +$1.07M +25,963 +6%
FZCM
45
Flynn Zito Capital Management
New York
$19.5M -$3.4M -82,309 -15%
Truist Financial
46
Truist Financial
North Carolina
$18M +$81.6K +1,977 +0.4%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$17.4M -$1.03M -25,039 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$16.8M +$6.68M +161,971 +64%
GAG
49
Goodman Advisory Group
Massachusetts
$16.7M +$210K +5,092 +1%
LFG
50
Larson Financial Group
Missouri
$16.3M +$7.17M +173,731 +75%

PRF Hedge Fund Activity: Q1 2025 in Review

510 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2025, worth a combined $5.26B — down 3.1% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PRF positions and 28 closed out — a net gain of 10 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Charles Schwab, adding an estimated $36.6M. The largest seller was Kestra Advisory Services, cutting an estimated $40.7M.

  • 510 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2025, down from 511 in Q4 2024.
  • Funds reported $5.26B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 38 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2025 was Charles Schwab, an estimated $36.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2025.