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Invesco FTSE RAFI US 1000 ETF

555 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535555 (+20)

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
63
Increased
172
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$6.02M +$937K +20,355 +19%
CA
102
Cornerstone Advisory
Maryland
$5.94M -$143K -3,098 -2%
Lido Advisors
103
Lido Advisors
California
$5.79M +$28.9K +628 +0.5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$5.79M +$34.4K +746 +0.6%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.64M -$205K -4,445 -4%
CAM
106
Cidel Asset Management
Ontario, Canada
$5.49M +$71.8K +1,559 +1%
MSWMA
107
Market Street Wealth Management Advisors
Indiana
$5.26M -$28.5K -618 -0.5%
MCM
108
MAI Capital Management
Ohio
$5.08M -$1.2M -26,005 -19%
NEPWA
109
New England Private Wealth Advisors
Massachusetts
$4.87M +$9.39K +204 +0.2%
Stifel Financial
110
Stifel Financial
Missouri
$4.82M +$2.98M +64,741 +171%
CWWM
111
Curry Webb Wealth Management
Indiana
$4.79M +$4.7M +102,048 New
CWA
112
Crusonia Wealth Advisors
Colorado
$4.77M +$4.69M +101,744 New
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.7M +$255K +5,546 +6%
WA
114
Win Advisors
Florida
$4.64M +$4.55M +98,799 New
HHRDM
115
H&H Retirement Design & Management
Nevada
$4.28M +$97.6K +2,119 +3%
PWP
116
Precedent Wealth Partners
Texas
$4.28M -$138K -2,995 -3%
Northern Trust
117
Northern Trust
Illinois
$4.24M +$349K +7,589 +9%
LPT
118
Legacy Private Trust
Wisconsin
$4.11M -$44.7K -970 -1%
RFA
119
Rollins Financial Advisors
New York
$4.03M +$276 +6 +0%
KW
120
KWB Wealth
California
$3.91M +$437K +9,498 +13%
WWA
121
WCG Wealth Advisors
Nevada
$3.77M +$353K +7,673 +11%
MSWM
122
Mowery & Schoenfeld Wealth Management
Illinois
$3.77M +$946K +20,534 +34%
BIP
123
Bouvel Investment Partners
Pennsylvania
$3.73M +$172K +3,725 +5%
CTC
124
Central Trust Company
Missouri
$3.7M -$178K -3,869 -5%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$3.69M -$2.3K -50 -0.1%