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Invesco FTSE RAFI US 1000 ETF

524 hedge funds and large institutions have $4.63B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 162 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 162

1.49% less ownership

Funds ownership: 55.36%53.87% (-1.5%)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
51
Heritage Wealth Architects
Minnesota
$17.2M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$16.6M
PFA
53
Pettinga Financial Advisors
Indiana
$16.1M
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$15.8M
SPIA
55
Steward Partners Investment Advisory
New York
$15.4M
WIA
56
World Investment Advisors
California
$14.7M
BEAM
57
Baker Ellis Asset Management
Washington
$14.7M
SFG
58
Stonebridge Financial Group
Pennsylvania
$14.5M
MHWM
59
Montz Harcus Wealth Management
Louisiana
$14M
CHAM
60
Clear Harbor Asset Management
Connecticut
$13.7M
TBC
61
Ted Buchan & Co
California
$13.6M
GIM
62
Glenmede Investment Management
Pennsylvania
$13.3M
NRI
63
NFP Retirement Inc
California
$13.2M
CWM
64
Cornerstone Wealth Management
Missouri
$12.5M
CFGF
65
Compass Financial Group (Florida)
Florida
$12.3M
OPCM
66
Osborne Partners Capital Management
California
$11.3M
RA
67
Rodgers & Associates
Pennsylvania
$11.3M
AQR Capital Management
68
AQR Capital Management
Connecticut
$11.2M
JFA
69
JNBA Financial Advisors
Minnesota
$10.7M
EFS
70
Essex Financial Services
Connecticut
$10.7M
IC
71
IEQ Capital
California
$10.3M
WANY
72
Wealthspire Advisors (New York)
New York
$9.99M
TLP
73
Trinity Legacy Partners
Texas
$9.92M
VAS
74
Vestmark Advisory Solutions
Massachusetts
$9.55M
Creative Planning
75
Creative Planning
Kansas
$9.31M