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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

505 hedge funds and large institutions have $5.25B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-3
Holders Change %
-0.59%
% of All Funds
6.86%
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
142
Reduced
157
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$35.9M
2
RA
RFG Advisory
Alabama
+$22.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$20.4M
4
Ameriprise
Ameriprise
Minnesota
+$16.4M
5
Bank of America
Bank of America
North Carolina
+$12.2M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$89.3M
2
KAS
Kestra Advisory Services
Texas
-$39.9M
3
Wells Fargo
Wells Fargo
California
-$5.39M
4
Invesco
Invesco
Georgia
-$4.38M
5
OPPS
Obsidian Personal Planning Solutions
Maryland
-$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$4.33M +$2.73M +67,632 +171%
PWP
102
Precedent Wealth Partners
Texas
$4.2M -$7.6K -188 -0.2%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$4.17M +$9.5K +235 +0.2%
CMS
104
Capital Market Strategies
Florida
$3.74M – – –
LPT
105
Legacy Private Trust
Wisconsin
$3.65M -$70K -1,731 -2%
GVAG
106
Great Valley Advisor Group
Delaware
$3.63M +$1.76M +43,635 +94%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$3.53M +$34.8K +861 +1%
CTC
108
Central Trust Company
Missouri
$3.52M -$57.8K -1,430 -2%
RFA
109
Rollins Financial Advisors
New York
$3.49M +$10.4K +258 +0.3%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.47M +$111K +2,738 +3%
Northern Trust
111
Northern Trust
Illinois
$3.4M +$55.6K +1,375 +2%
YWM
112
Yoder Wealth Management
California
$3.16M -$215K -5,325 -6%
KW
113
KWB Wealth
California
$3.16M -$128K -3,184 -4%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$3.14M -$101K -2,500 -3%
HHRDM
115
H&H Retirement Design & Management
Nevada
$3M +$10.8K +293 +0.4%
FA
116
FDx Advisors
Illinois
$2.78M -$64.2K -1,590 -2%
SFS
117
Security Financial Services
Indiana
$2.77M -$72.8K -1,802 -3%
SPC
118
Sigma Planning Corp
Michigan
$2.73M -$58.1K -1,437 -2%
SIC
119
Sigma Investment Counselors
Michigan
$2.66M -$523K -12,949 -16%
TBWA
120
Three Bridge Wealth Advisors
California
$2.65M +$2.06K +51 +0.1%
GC
121
Guidance Capital
Kentucky
$2.54M +$370K +9,287 +17%
IFWM
122
Institute for Wealth Management
Colorado
$2.5M -$21.7K -537 -0.9%
MGIA
123
Moneta Group Investment Advisors
Missouri
$2.41M -$277K -6,854 -10%
SSWM
124
Smith Salley Wealth Management
North Carolina
$2.4M -$4.04K -100 -0.2%
CWC
125
Carolinas Wealth Consulting
North Carolina
$2.36M +$45.4K +3,224 +2%
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5
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