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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
0.29%
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
+$86.2M
2
ETC
Exchange Traded Concepts
Oklahoma
+$51.6M
3
AC
AlphaCore Capital
California
+$38.1M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$986M
2
RA
RFG Advisory
Alabama
-$210M
3
KAS
Kestra Advisory Services
Texas
-$25.2M
4
GAG
Goodman Advisory Group
Massachusetts
-$16.7M
5
HCP
Holt Capital Partners
Texas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
526
ORG Partners
Indiana
$1.07K – – –
MJRIC
527
Mogy Joel R Investment Counsel
California
$1.06K +$1.06K +25 New
T
528
Transce3nd
Texas
$507 -$1.18K -28 -70%
FDW
529
Fourth Dimension Wealth
Ohio
$423 – – –
CYG
530
Clean Yield Group
Vermont
$4 -$4 – –
Charles Schwab
531
Charles Schwab
California
– -$986M -24,407,637 Closed
GAG
532
Goodman Advisory Group
Massachusetts
– -$16.7M -412,580 Closed
CWC
533
Carolinas Wealth Consulting
North Carolina
– -$2.36M -167,735 Closed
CFS
534
Cannon Financial Strategists
Georgia
– -$1.18M -29,280 Closed
PWM
535
Prosperity Wealth Management
California
– -$999K -24,725 Closed
ACP
536
Aveo Capital Partners
Colorado
– -$652K -16,522 Closed
WCF
537
West Coast Financial
California
– -$580K -14,358 Closed
GS
538
GWN Securities
Florida
– -$482K -11,864 Closed
AWS
539
Atria Wealth Solutions
New York
– -$390K -9,641 Closed
TC
540
TownSquare Capital
Utah
– -$380K -9,404 Closed
TSS
541
Two Sigma Securities
New York
– -$375K -9,270 Closed
Jane Street
542
Jane Street
New York
– -$350K -8,668 Closed
CWM
543
Cahaba Wealth Management
Georgia
– -$281K -6,958 Closed
JWBC
544
John W. Brooker & Co
California
– -$281K -6,949 Closed
GBFP
545
Golden Bell Financial Planning
Georgia
– -$278K -6,875 Closed
LSA
546
Lion Street Advisors
Texas
– -$254K -6,295 Closed
FA
547
Fermata Advisors
California
– -$210K -5,201 Closed
BAAM
548
Baker Avenue Asset Management
California
– -$209K -5,162 Closed
CCM
549
Coldstream Capital Management
Washington
– -$39.8K -985 Closed
CA
550
Continuum Advisory
Idaho
– -$38.9K -962 Closed
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