We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

555 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535555 (+20)

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
63
Increased
172
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AlphaCore Capital
California
$41.8M -$2.07M -44,959 -5%
LFG
27
Larson Financial Group
Missouri
$40.9M +$3.27M +70,996 +9%
UBS Group
28
UBS Group
Switzerland
$38.2M -$1.22M -26,492 -3%
GWAG
29
Garrett Wealth Advisory Group
Texas
$38M +$958K +20,807 +3%
GC
30
Grimes & Company
Massachusetts
$36.3M -$526K -11,422 -1%
KA
31
Klingman & Associates
New York
$32M +$3.04K +66 +0%
PFG
32
Pinnacle Financial Group
Illinois
$31.5M -$824K -17,902 -3%
EH
33
Equitable Holdings
New York
$31M -$2.18M -47,333 -7%
CST
34
Charles Schwab Trust
Nevada
$30.5M -$286K -6,219 -0.9%
HighTower Advisors
35
HighTower Advisors
Illinois
$30.2M +$430K +9,338 +1%
RIL
36
Rothschild Investment LLC
Illinois
$29.1M +$73.6K +1,598 +0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
$27.9M +$1.68M +36,397 +7%
CCM
38
Charter Capital Management
Wisconsin
$27.5M +$541K +11,741 +2%
JP Morgan Chase
39
JP Morgan Chase
New York
$27.5M -$1.24M -27,000 -4%
Truist Financial
40
Truist Financial
North Carolina
$26.1M +$887K +19,258 +4%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$25.5M +$24.6M +533,930 +5,457%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$25.1M +$6.03K +131 +0%
AF
43
Align Financial
Minnesota
$24.4M +$1.13M +24,445 New
SI
44
Saxon Interests
Texas
$24.2M -$1.15M -25,014 -5%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$24.1M -$638K -13,863 -3%
WBG
46
Wharton Business Group
Pennsylvania
$23.1M
BWA
47
Boulder Wealth Advisors
Colorado
$22.9M +$1.29M +28,073 +6%
HWA
48
Heritage Wealth Architects
Minnesota
$21.8M +$3.13M +68,019 +18%
BCG
49
Breakwater Capital Group
New Jersey
$21.1M -$2.81M -61,062 -12%
FZCM
50
Flynn Zito Capital Management
New York
$20.4M +$374K +8,121 +2%