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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
0.3%
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
$88.3M
2
ETC
Exchange Traded Concepts
Oklahoma
$51.6M
3
AC
AlphaCore Capital
California
$38.3M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$37.7M
5
Ameriprise
Ameriprise
Minnesota
$310M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
RA
RFG Advisory
Alabama
$79.8M
3
KAS
Kestra Advisory Services
Texas
$3.22M
4
GAG
Goodman Advisory Group
Massachusetts
$0
5
HCP
Holt Capital Partners
Texas
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$8.39M -$115K -2,732 -1%
MWM
77
Marion Wealth Management
Pennsylvania
$8.17M +$1.6M +37,790 +24%
Cerity Partners
78
Cerity Partners
New York
$7.86M +$251K +5,946 +3%
MML Investors Services
79
MML Investors Services
Massachusetts
$7.85M -$65.3K -1,544 -0.8%
PWM
80
Perigon Wealth Management
California
$7.73M -$930 -22 -0%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$7.62M +$557K +13,173 +8%
RCA
82
Resonant Capital Advisors
Wisconsin
$7.48M -$396K -9,357 -5%
WA1
83
Wimmer Associates 1
California
$7.14M -$61.2K -1,448 -0.8%
WWM
84
Woodside Wealth Management
Massachusetts
$7.13M -$51.1K -1,210 -0.7%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$6.86M +$1.51M +35,867 +28%
JAG
86
Journey Advisory Group
Kentucky
$6.69M -$516K -12,217 -7%
IDA
87
Intelligence Driven Advisers
California
$6.47M +$6.26M +148,003 +2,909%
EI
88
Ellevest Inc
New York
$5.89M +$8.03K +190 +0.1%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.84M +$221K +5,220 +4%
CCMI
90
Creative Capital Management Investments
California
$5.82M -$4.73K -112 -0.1%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$5.74M +$78K +1,846 +1%
William Blair & Company
92
William Blair & Company
Illinois
$5.73M +$132K +3,122 +2%
HCC
93
Hirtle Callaghan & Co
Pennsylvania
$5.57M +$286K +6,777 +5%
CA
94
Cornerstone Advisory
Maryland
$5.55M +$10.9K +259 +0.2%
TBWA
95
Three Bridge Wealth Advisors
California
$5.11M +$2.33M +55,226 +84%
JWWM
96
Johnson & White Wealth Management
Pennsylvania
$5.04M +$13.3K +314 +0.3%
Lido Advisors
97
Lido Advisors
California
$4.98M -$2.27M -53,763 -31%
CAM
98
Cidel Asset Management
Ontario, Canada
$4.89M -$10.5K -249 -0.2%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$4.79M -$31.6K -747 -0.7%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$4.63M -$74.4K -1,759 -2%
2 3
4
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