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Invesco FTSE RAFI US 1000 ETF

510 hedge funds and large institutions have $5.26B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,325% more call options, than puts

Call options by funds: $97K | Put options by funds: $4K

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.06% less ownership

Funds ownership: 70.31%70.25% (-0.06%)

0% less funds holding

Funds holding: 511510 (-1)

3% less capital invested

Capital invested by funds: $5.43B → $5.26B (-$169M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
510
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.84%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
38
Increased
143
Reduced
159
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
Arlington Financial Advisors
California
$8.23M -$76.1K -1,844 -0.9%
Creative Planning
77
Creative Planning
Kansas
$8.13M +$826K +20,022 +11%
MML Investors Services
78
MML Investors Services
Massachusetts
$7.57M -$1.13M -27,439 -13%
RCA
79
Resonant Capital Advisors
Wisconsin
$7.53M
PWM
80
Perigon Wealth Management
California
$7.39M -$64.6K -1,566 -0.8%
Cerity Partners
81
Cerity Partners
New York
$7.27M -$257K -6,241 -3%
WA1
82
Wimmer Associates 1
California
$6.94M -$718K -17,405 -9%
Lido Advisors
83
Lido Advisors
California
$6.93M -$10.2K -247 -0.1%
JAG
84
Journey Advisory Group
Kentucky
$6.89M -$971K -23,536 -12%
WWM
85
Woodside Wealth Management
Massachusetts
$6.87M +$7.01M +169,985 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$6.75M +$289K +7,007 +4%
MWM
87
Marion Wealth Management
Pennsylvania
$6.28M -$164K -3,973 -2%
BIP
88
Bouvel Investment Partners
Pennsylvania
$5.73M +$162K +3,924 +3%
EI
89
Ellevest Inc
New York
$5.62M
CCMI
90
Creative Capital Management Investments
California
$5.57M -$102K -2,465 -2%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$5.41M +$576K +13,954 +12%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.38M -$33.9K -822 -0.6%
William Blair & Company
93
William Blair & Company
Illinois
$5.35M +$21.7K +527 +0.4%
CA
94
Cornerstone Advisory
Maryland
$5.15M -$908 -22 -0%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$5.09M +$971K +23,529 +23%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$5.05M
JWWM
97
Johnson & White Wealth Management
Pennsylvania
$4.8M +$197K +4,781 +4%
CAM
98
Cidel Asset Management
Ontario, Canada
$4.68M -$165K -3,988 -3%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$4.61M -$65.6K -1,591 -1%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$4.5M +$75.5K +1,831 +2%

PRF Hedge Fund Activity: Q1 2025 in Review

510 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2025, worth a combined $5.26B — down 3.1% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PRF positions and 28 closed out — a net gain of 10 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Charles Schwab, adding an estimated $36.6M. The largest seller was Kestra Advisory Services, cutting an estimated $40.7M.

  • 510 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2025, down from 511 in Q4 2024.
  • Funds reported $5.26B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 38 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2025 was Charles Schwab, an estimated $36.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2025.