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Invesco FTSE RAFI US 1000 ETF

531 hedge funds and large institutions have $4.65B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 154 increasing their positions, 166 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

7% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 166

1.25% less ownership

Funds ownership: 55.36%54.11% (-1.3%)

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
126
Jacobi Capital Management
Pennsylvania
$2.87M
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.75M
IFWM
128
Institute for Wealth Management
Colorado
$2.75M
MSWM
129
Mowery & Schoenfeld Wealth Management
Illinois
$2.7M
SSWM
130
Smith Salley Wealth Management
North Carolina
$2.68M
NB
131
Northwest Bancshares
Pennsylvania
$2.6M
GVAG
132
Great Valley Advisor Group
Delaware
$2.49M
JWA
133
JFS Wealth Advisors
Pennsylvania
$2.48M
MA
134
Montag & Associates
Georgia
$2.36M
Goldman Sachs
135
Goldman Sachs
New York
$2.33M
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$2.24M
BIA
137
Bell Investment Advisors
California
$2.23M
US Bancorp
138
US Bancorp
Minnesota
$2.19M
SF
139
Summit Financial
New Jersey
$2.16M
BP
140
Ballentine Partners
Massachusetts
$2.14M
Financial Engines Advisors
141
Financial Engines Advisors
California
$2.12M
SPC
142
Sigma Planning Corp
Michigan
$2.12M
Wealthfront Advisers
143
Wealthfront Advisers
California
$2.11M
GLA
144
Great Lakes Advisors
Illinois
$2.1M
SSWM
145
Sheets Smith Wealth Management
North Carolina
$2.01M
Comerica Bank
146
Comerica Bank
Texas
$2M
MFS
147
McNamara Financial Services
Massachusetts
$1.95M
SFA
148
Sequoia Financial Advisors
Ohio
$1.89M
SWM
149
SigFig Wealth Management
California
$1.86M
CAC
150
Certified Advisory Corp
Florida
$1.82M