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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
0.3%
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
$88.3M
2
ETC
Exchange Traded Concepts
Oklahoma
$51.6M
3
AC
AlphaCore Capital
California
$38.3M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$37.7M
5
Ameriprise
Ameriprise
Minnesota
$310M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
RA
RFG Advisory
Alabama
$79.8M
3
KAS
Kestra Advisory Services
Texas
$3.22M
4
GAG
Goodman Advisory Group
Massachusetts
$0
5
HCP
Holt Capital Partners
Texas
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$35.3M -$496K -11,727 -1%
GC
27
Grimes & Company
Massachusetts
$33.4M -$267K -6,318 -0.8%
GWAG
28
Garrett Wealth Advisory Group
Texas
$32.8M +$1.58M +37,437 +5%
Corient Private Wealth
29
Corient Private Wealth
Florida
$32.2M -$509K -12,031 -2%
EH
30
Equitable Holdings
New York
$31M +$364K +8,617 +1%
HCP
31
Holt Capital Partners
Texas
$30.3M -$12.4M -294,414 -29%
KA
32
Klingman & Associates
New York
$29M -$218K -5,148 -0.7%
PFG
33
Pinnacle Financial Group
Illinois
$28.9M -$420K -9,929 -1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$28.7M +$133K +3,158 +0.5%
CST
35
Charles Schwab Trust
Nevada
$27.9M +$4.68M +110,646 +20%
RIL
36
Rothschild Investment LLC
Illinois
$26.2M -$43.5K -1,028 -0.2%
HighTower Advisors
37
HighTower Advisors
Illinois
$25.9M +$580K +13,716 +2%
LFG
38
Larson Financial Group
Missouri
$25.7M +$8.57M +202,725 +50%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$24.3M +$1.16M +27,448 +5%
CCM
40
Charter Capital Management
Wisconsin
$23.7M +$23.7M +560,276 New
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$23.1M +$26.1K +618 +0.1%
SI
42
Saxon Interests
Texas
$21.2M – – –
BCG
43
Breakwater Capital Group
New Jersey
$21M +$551K +13,034 +3%
WBG
44
Wharton Business Group
Pennsylvania
$20.8M – – –
FZCM
45
Flynn Zito Capital Management
New York
$20.6M +$240K +5,667 +1%
Truist Financial
46
Truist Financial
North Carolina
$20.6M +$1.81M +42,887 +10%
ME
47
McIlrath & Eck
Washington
$20.2M -$1.12M -26,542 -5%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$18M -$301K -7,121 -2%
AF
49
Allworth Financial
California
$17M +$1.73M +40,969 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$16.4M +$209K +4,952 +1%
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