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Invesco FTSE RAFI US 1000 ETF

537 hedge funds and large institutions have $4.66B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $4.34B → $4.66B (+$321M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more funds holding

Funds holding: 531537 (+6)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 169

1.2% less ownership

Funds ownership: 55.41%54.21% (-1.2%)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
7.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
43
Increased
155
Reduced
169
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
Larson Financial Group
Missouri
$36.2M +$8.41M +192,562 +32%
GWAG
27
Garrett Wealth Advisory Group
Texas
$35.7M +$583K +13,356 +2%
GC
28
Grimes & Company
Massachusetts
$35.5M -$264K -6,048 -0.8%
Corient Private Wealth
29
Corient Private Wealth
Florida
$33.4M -$970K -22,196 -3%
EH
30
Equitable Holdings
New York
$32M -$1.14M -25,999 -4%
HCP
31
Holt Capital Partners
Texas
$31.9M -$420K -9,610 -1%
PFG
32
Pinnacle Financial Group
Illinois
$31.1M +$232K +5,316 +0.8%
KA
33
Klingman & Associates
New York
$30.8M -$209K -4,778 -0.7%
CST
34
Charles Schwab Trust
Nevada
$29.6M -$169K -3,860 -0.6%
HighTower Advisors
35
HighTower Advisors
Illinois
$28.7M +$895K +20,482 +3%
RIL
36
Rothschild Investment LLC
Illinois
$27.9M -$56.2K -1,286 -0.2%
JP Morgan Chase
37
JP Morgan Chase
New York
$27.7M +$1.7M +38,936 +7%
CCM
38
Charter Capital Management
Wisconsin
$26M +$618K +14,136 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$24.9M +$3.17M +72,448 +15%
Truist Financial
40
Truist Financial
North Carolina
$24.3M +$2.17M +49,635 +10%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$24.2M -$22.2M -509,278 -49%
SI
42
Saxon Interests
Texas
$24M +$677K +15,492 +3%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$23.8M -$802K -18,367 -3%
BCG
44
Breakwater Capital Group
New Jersey
$23.1M +$578K +13,238 +3%
WBG
45
Wharton Business Group
Pennsylvania
$22.3M
BWA
46
Boulder Wealth Advisors
Colorado
$20.8M +$20.1M +460,109 New
ME
47
McIlrath & Eck
Washington
$20.5M -$1.02M -23,310 -5%
FZCM
48
Flynn Zito Capital Management
New York
$19.3M -$2.68M -61,366 -13%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$18.7M -$463K -10,604 -2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$17.8M +$198K +4,543 +1%