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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
Creative Planning
76
Creative Planning
Kansas
$9.31M +$330K +7,550 +4%
AFA
77
Arlington Financial Advisors
California
$9.07M +$5.24K +120 +0.1%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$8.85M +$685K +15,680 +9%
PWM
79
Perigon Wealth Management
California
$8.76M +$478K +10,930 +6%
MWM
80
Marion Wealth Management
Pennsylvania
$8.74M +$8.78K +201 +0.1%
Cerity Partners
81
Cerity Partners
New York
$8.46M +$49K +1,121 +0.6%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$8.35M +$949K +21,726 +13%
WWM
83
Woodside Wealth Management
Massachusetts
$7.69M +$53.5K +1,225 +0.7%
WA1
84
Wimmer Associates 1
California
$7.65M +$9.57K +219 +0.1%
RCA
85
Resonant Capital Advisors
Wisconsin
$7.53M -$455K -10,410 -6%
SMA
86
Seven Mile Advisory
New Jersey
$7.52M +$7.26M +166,242 New
PCG
87
Prosperity Consulting Group
Maryland
$7.12M +$6.88M +157,530 New
IDA
88
Intelligence Driven Advisers
California
$6.87M -$46.2K -1,058 -0.7%
JAG
89
Journey Advisory Group
Kentucky
$6.85M -$304K -6,951 -4%
TBWA
90
Three Bridge Wealth Advisors
California
$6.61M +$1.11M +25,373 +21%
MML Investors Services
91
MML Investors Services
Massachusetts
$6.39M -$1.94M -44,474 -24%
EI
92
Ellevest Inc
New York
$6.3M
CCMI
93
Creative Capital Management Investments
California
$6.17M -$57.2K -1,310 -1%
William Blair & Company
94
William Blair & Company
Illinois
$6.11M -$21.1K -483 -0.4%
MCM
95
MAI Capital Management
Ohio
$6.07M +$4.08M +93,375 +229%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$5.96M
CA
97
Cornerstone Advisory
Maryland
$5.86M -$66.8K -1,530 -1%
Lido Advisors
98
Lido Advisors
California
$5.75M +$411K +9,408 +8%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.64M -$594K -13,587 -10%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$5.54M -$572K -13,103 -10%