We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

558 hedge funds and large institutions have $4.99B invested in Invesco FTSE RAFI US 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more funds holding

Funds holding: 555558 (+3)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.1M)

0.95% less ownership

Funds ownership: 58.15%57.2% (-0.95%)

3% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 169

Holders
558
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
6.87%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
41
Increased
164
Reduced
169
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$6.56M +$500K +10,296 +8%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$6.56M +$6.39M +131,485 +2,018%
JWWM
103
Johnson & White Wealth Management
Pennsylvania
$6.45M +$305K +6,273 +5%
JAG
104
Journey Advisory Group
Kentucky
$6.43M -$543K -11,167 -8%
CCMI
105
Creative Capital Management Investments
California
$6.39M -$63K -1,297 -1%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$6.32M +$229K +4,712 +4%
AWE
107
Avidian Wealth Enterprises
Texas
$6.12M +$6.01M +123,704 +2,495%
CA
108
Cornerstone Advisory
Maryland
$6.02M -$681 -14 -0%
HCC
109
Hirtle Callaghan & Co
Pennsylvania
$5.55M -$733K -15,088 -11%
CAM
110
Cidel Asset Management
Ontario, Canada
$5.51M -$54.2K -1,115 -1%
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.32M +$49.5K +1,018 +1%
MCM
112
MAI Capital Management
Ohio
$5.2M +$61.7K +1,269 +1%
MSWMA
113
Market Street Wealth Management Advisors
Indiana
$5.19M -$146K -3,003 -3%
MSWM
114
Mowery & Schoenfeld Wealth Management
Illinois
$5.02M +$1.23M +25,266 +31%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$4.94M +$9.67K +199 +0.2%
KeyBank National Association
116
KeyBank National Association
Ohio
$4.89M +$1.24M +25,612 +33%
Stifel Financial
117
Stifel Financial
Missouri
$4.89M +$8.41K +173 +0.2%
CWA
118
Crusonia Wealth Advisors
Colorado
$4.81M -$29.8K -614 -0.6%
PWP
119
Precedent Wealth Partners
Texas
$4.76M +$438K +9,004 +10%
CWWM
120
Curry Webb Wealth Management
Indiana
$4.5M -$363K -7,468 -7%
IAA
121
Independent Advisor Alliance
North Carolina
$4.46M +$2.64M +54,390 +138%
HHRDM
122
H&H Retirement Design & Management
Nevada
$4.3M -$190K -3,909 -5%
Northern Trust
123
Northern Trust
Illinois
$4.15M -$148K -3,054 -3%
RFA
124
Rollins Financial Advisors
New York
$3.92M -$169K -3,481 -4%
KW
125
KWB Wealth
California
$3.76M -$153K -3,153 -4%