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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
JWWM
101
Johnson & White Wealth Management
Pennsylvania
$5.49M +$93.5K +2,140 +2%
CAM
102
Cidel Asset Management
Ontario, Canada
$5.22M -$7.69K -176 -0.2%
MSWMA
103
Market Street Wealth Management Advisors
Indiana
$5.1M -$28.6K -654 -0.6%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$4.88M -$65.4K -1,498 -1%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$4.68M +$9.61K +220 +0.2%
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.28M +$280K +6,408 +7%
PWP
107
Precedent Wealth Partners
Texas
$4.26M -$253K -5,786 -6%
GC
108
Guidance Capital
Kentucky
$4.17M +$493K +11,278 +14%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$4.06M -$5.02K -115 -0.1%
LPT
110
Legacy Private Trust
Wisconsin
$4M -$48.1K -1,101 -1%
HHRDM
111
H&H Retirement Design & Management
Nevada
$3.89M -$114K -2,608 -3%
RFA
112
Rollins Financial Advisors
New York
$3.89M -$8.43K -193 -0.2%
Northern Trust
113
Northern Trust
Illinois
$3.75M +$4.37K +100 +0.1%
CTC
114
Central Trust Company
Missouri
$3.74M -$197K -4,500 -5%
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$3.56M
QCM
116
Quantinno Capital Management
New York
$3.54M -$58.4K -1,337 -2%
YWM
117
Yoder Wealth Management
California
$3.53M
UWS
118
Unique Wealth Strategies
Illinois
$3.49M -$123K -2,812 -4%
BIP
119
Bouvel Investment Partners
Pennsylvania
$3.43M -$87.6K -2,005 -3%
KAS
120
Kestra Advisory Services
Texas
$3.36M -$86.3K -1,976 -3%
MWM
121
Modern Wealth Management
Kansas
$3.34M -$10.7K -244 -0.3%
WWA
122
WCG Wealth Advisors
Nevada
$3.29M +$3.89K +89 +0.1%
WOSD
123
WFA of San Diego
California
$3.14M -$10.9K -250 -0.4%
KW
124
KWB Wealth
California
$3.12M +$112K +2,561 +4%
SFS
125
Security Financial Services
Indiana
$3.07M -$23.8K -545 -0.8%