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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
GAG
51
Goodman Advisory Group
Massachusetts
$19.6M +$19.3M +418,663 New
ME
52
McIlrath & Eck
Washington
$19.6M -$1.63M -35,499 -8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$19.2M -$192K -4,164 -1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$19M +$574K +12,459 +3%
AF
55
Allworth Financial
California
$18M -$140K -3,045 -0.8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$17.8M +$6.45M +139,972 +40%
PFA
57
Pettinga Financial Advisors
Indiana
$17.6M +$820K +17,809 +5%
SPIA
58
Steward Partners Investment Advisory
New York
$15.4M -$641K -13,918 -4%
TBC
59
Ted Buchan & Co
California
$15.3M +$1.12M +24,230 +8%
BEAM
60
Baker Ellis Asset Management
Washington
$15.1M -$106K -2,298 -0.7%
SFGP
61
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15M -$46.7K -1,013 -0.3%
NRI
62
NFP Retirement Inc
California
$14.9M +$191K +4,140 +1%
WIA
63
World Investment Advisors
California
$14.7M -$511K -11,090 -3%
MHWM
64
Montz Harcus Wealth Management
Louisiana
$14.7M +$167K +3,628 +1%
CHAM
65
Clear Harbor Asset Management
Connecticut
$14.6M +$431K +9,348 +3%
CWM
66
Cornerstone Wealth Management
Missouri
$14.3M +$1.32M +28,563 +10%
AQR Capital Management
67
AQR Capital Management
Connecticut
$13.9M +$2.24M +48,739 +20%
GT
68
Glenmede Trust
Pennsylvania
$13.8M +$13.5M +294,001 New
CFGF
69
Compass Financial Group (Florida)
Florida
$12.6M -$190K -4,136 -2%
Creative Planning
70
Creative Planning
Kansas
$12.4M +$2.71M +58,854 +29%
EFS
71
Essex Financial Services
Connecticut
$12M +$926K +20,110 +9%
RA
72
Rodgers & Associates
Pennsylvania
$11.5M -$210K -4,562 -2%
OPCM
73
Osborne Partners Capital Management
California
$11.3M -$464K -10,067 -4%
JFA
74
JNBA Financial Advisors
Minnesota
$10.9M -$175K -3,792 -2%
IC
75
IEQ Capital
California
$10.7M +$5.02K +109 +0%