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Invesco FTSE RAFI US 1000 ETF

558 hedge funds and large institutions have $4.99B invested in Invesco FTSE RAFI US 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more funds holding

Funds holding: 555558 (+3)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.1M)

0.95% less ownership

Funds ownership: 58.15%57.2% (-0.95%)

3% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 169

Holders
558
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
6.87%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
41
Increased
164
Reduced
169
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modern Wealth Management
Kansas
$3.75M +$233K +4,797 +7%
LPT
127
Legacy Private Trust
Wisconsin
$3.75M -$421K -8,671 -10%
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$3.72M -$21.9K -450 -0.6%
KAS
129
Kestra Advisory Services
Texas
$3.72M +$191K +3,936 +5%
YWM
130
Yoder Wealth Management
California
$3.65M -$23.5K -483 -0.6%
WWA
131
WCG Wealth Advisors
Nevada
$3.61M -$223K -4,589 -6%
CTC
132
Central Trust Company
Missouri
$3.57M -$181K -3,731 -5%
FWM
133
Forteris Wealth Management
New York
$3.44M -$32.8K -674 -0.9%
JCM
134
Jacobi Capital Management
Pennsylvania
$3.35M +$2.77K +57 +0.1%
MGIA
135
Moneta Group Investment Advisors
Missouri
$3.15M +$16.8K +345 +0.5%
WOSD
136
WFA of San Diego
California
$3.13M -$26.3K -541 -0.8%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$729K +14,989 +30%
FA
138
FDx Advisors
Illinois
$3.07M +$3.14M +64,529 New
Wealthfront Advisers
139
Wealthfront Advisers
California
$3.01M +$668K +13,751 +28%
SIC
140
Sigma Investment Counselors
Michigan
$2.97M -$97.2K -2,000 -3%
SFS
141
Security Financial Services
Indiana
$2.95M -$287K -5,902 -9%
IFWM
142
Institute for Wealth Management
Colorado
$2.83M -$24.5K -505 -0.8%
SSWM
143
Smith Salley Wealth Management
North Carolina
$2.82M
US Bancorp
144
US Bancorp
Minnesota
$2.72M +$449K +9,244 +19%
NB
145
Northwest Bancshares
Pennsylvania
$2.7M -$23.1K -475 -0.8%
BPA
146
Beacon Pointe Advisors
California
$2.7M +$1.88M +38,708 +214%
GVAG
147
Great Valley Advisor Group
Delaware
$2.58M -$21.4K -440 -0.8%
CAC
148
Certified Advisory Corp
Florida
$2.53M +$205K +4,208 +9%
Goldman Sachs
149
Goldman Sachs
New York
$2.5M +$2.56M +52,633 New
SWM
150
SigFig Wealth Management
California
$2.45M +$492K +10,122 +24%