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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
AWM
501
Activest Wealth Management
Florida
$48.8K +$47.8K +1,039 New
CTC
502
Cetera Trust Company
Minnesota
$46.9K
CP
503
Camelot Portfolios
Ohio
$46.9K +$46.1K +1,000 New
Russell Investments Group
504
Russell Investments Group
United Kingdom
$46.1K +$6.77K +147 +18%
TAM
505
Townsend Asset Management
North Carolina
$45K
OCM
506
Osbon Capital Management
Massachusetts
$44.3K +$43.5K +945 New
HR
507
Howe & Rusling
New York
$43K +$21.2K +460 +101%
IRAG
508
Investment Research & Advisory Group
Georgia
$41.2K +$34.4K +747 +570%
SWP
509
Strategic Wealth Partners
Ohio
$39.7K
GWM
510
Geneos Wealth Management
Colorado
$36.5K
MTIC
511
Missouri Trust & Investment Company
Missouri
$35.2K
LWM
512
Lodestone Wealth Management
Washington
$34K +$33.4K +725 New
VR
513
Vision Retirement
New Jersey
$33.8K +$33.2K +720 New
MA
514
MCF Advisors
Kentucky
$32.9K +$13.8K +300 +75%
LC
515
Luminist Capital
Michigan
$30.5K
CMBA
516
C.M. Bidwell & Associates
Hawaii
$25.6K
YAL
517
Your Advocates Ltd
Texas
$25K
MWM
518
Mascoma Wealth Management
New Hampshire
$24.9K +$92 +2 +0.4%
AW
519
Avion Wealth
Texas
$23K
SIS
520
Sound Income Strategies
Florida
$21.9K -$25.6K -556 -55%
GGI
521
Godsey & Gibb Inc
Virginia
$21.8K
QCG
522
Quadrant Capital Group
Ohio
$21.6K
MFT
523
Moisand Fitzgerald Tamayo
Florida
$20.9K
WSFS
524
Wilmington Savings Fund Society
Delaware
$20.8K +$20.4K +443 New
SL
525
Salomon & Ludwin
Virginia
$19.3K