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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$4.33M +$2.79M +67,632 +171%
PWP
102
Precedent Wealth Partners
Texas
$4.2M -$7.76K -188 -0.2%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$4.17M +$9.7K +235 +0.2%
CMS
104
Capital Market Strategies
Florida
$3.74M
LPT
105
Legacy Private Trust
Wisconsin
$3.65M -$71.4K -1,731 -2%
GVAG
106
Great Valley Advisor Group
Delaware
$3.63M +$1.8M +43,635 +94%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$3.53M +$35.5K +861 +1%
CTC
108
Central Trust Company
Missouri
$3.52M -$59K -1,430 -2%
RFA
109
Rollins Financial Advisors
New York
$3.49M +$10.6K +258 +0.3%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.47M +$113K +2,738 +3%
Northern Trust
111
Northern Trust
Illinois
$3.4M +$56.7K +1,375 +2%
UWS
112
Unique Wealth Strategies
Illinois
$3.28M -$141K -3,414 -4%
YWM
113
Yoder Wealth Management
California
$3.16M -$220K -5,325 -6%
KW
114
KWB Wealth
California
$3.16M -$131K -3,184 -4%
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$3.14M -$103K -2,500 -3%
HHRDM
116
H&H Retirement Design & Management
Nevada
$3M +$12.1K +293 +0.4%
FA
117
FDx Advisors
Illinois
$2.78M -$65.6K -1,590 -2%
SFS
118
Security Financial Services
Indiana
$2.77M -$74.3K -1,802 -3%
SPC
119
Sigma Planning Corp
Michigan
$2.73M -$59.3K -1,437 -2%
SIC
120
Sigma Investment Counselors
Michigan
$2.66M -$534K -12,949 -16%
TBWA
121
Three Bridge Wealth Advisors
California
$2.65M +$2.1K +51 +0.1%
GC
122
Guidance Capital
Kentucky
$2.54M +$383K +9,287 +17%
IFWM
123
Institute for Wealth Management
Colorado
$2.5M -$22.2K -537 -0.9%
MGIA
124
Moneta Group Investment Advisors
Missouri
$2.41M -$283K -6,854 -10%
SSWM
125
Smith Salley Wealth Management
North Carolina
$2.4M -$4.13K -100 -0.2%

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.