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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
AF
51
Allworth Financial
California
$17.5M -$647K -14,816 -4%
HWA
52
Heritage Wealth Architects
Minnesota
$17.2M +$1.6M +36,625 +11%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$16.6M +$27.2K +623 +0.2%
PFA
54
Pettinga Financial Advisors
Indiana
$16.1M -$1.21M -27,657 -7%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$15.8M +$535K +12,255 +4%
SPIA
56
Steward Partners Investment Advisory
New York
$15.4M -$90.6K -2,074 -0.6%
WIA
57
World Investment Advisors
California
$14.7M -$253K -5,785 -2%
BEAM
58
Baker Ellis Asset Management
Washington
$14.7M -$55.6K -1,272 -0.4%
SFGP
59
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.5M +$3.54K +81 +0%
NRI
60
NFP Retirement Inc
California
$14.1M +$21.2K +486 +0.2%
MHWM
61
Montz Harcus Wealth Management
Louisiana
$14M +$193K +4,416 +1%
CHAM
62
Clear Harbor Asset Management
Connecticut
$13.7M -$150K -3,434 -1%
TBC
63
Ted Buchan & Co
California
$13.6M -$1.47M -33,589 -10%
GIM
64
Glenmede Investment Management
Pennsylvania
$13.3M -$426K -9,745 -3%
CWM
65
Cornerstone Wealth Management
Missouri
$12.5M +$226K +5,169 +2%
CFGF
66
Compass Financial Group (Florida)
Florida
$12.3M -$510K -11,677 -4%
OPCM
67
Osborne Partners Capital Management
California
$11.3M -$87.4K -2,000 -0.8%
RA
68
Rodgers & Associates
Pennsylvania
$11.3M -$192K -4,406 -2%
AQR Capital Management
69
AQR Capital Management
Connecticut
$11.2M +$9.16M +209,765 +547%
JFA
70
JNBA Financial Advisors
Minnesota
$10.7M -$64.4K -1,473 -0.6%
EFS
71
Essex Financial Services
Connecticut
$10.7M +$219K +5,023 +2%
IC
72
IEQ Capital
California
$10.3M +$294K +6,734 +3%
WANY
73
Wealthspire Advisors (New York)
New York
$9.99M +$5.81K +133 +0.1%
TLP
74
Trinity Legacy Partners
Texas
$9.92M +$114K +2,606 +1%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$9.55M +$9.23M +211,321 New