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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
CWC
126
Carolinas Wealth Consulting
North Carolina
$2.36M +$133K +3,224 +2%
NB
127
Northwest Bancshares
Pennsylvania
$2.35M -$43.3K -1,049 -2%
JWA
128
JFS Wealth Advisors
Pennsylvania
$2.33M -$144K -3,484 -6%
JCM
129
Jacobi Capital Management
Pennsylvania
$2.25M +$48.8K +1,184 +2%
SF
130
Summit Financial
New Jersey
$2.14M -$496K -12,030 -18%
Wealthfront Advisers
131
Wealthfront Advisers
California
$2.14M +$76.9K +1,865 +4%
BPA
132
Beacon Pointe Advisors
California
$2.12M +$90.3K +2,188 +4%
MA
133
Montag & Associates
Georgia
$2.11M
SWC
134
Spectrum Wealth Counsel
Indiana
$2.03M -$316K -7,649 -13%
US Bancorp
135
US Bancorp
Minnesota
$2.03M -$14.9K -362 -0.7%
CWM
136
Cahill Wealth Management
Michigan
$1.98M -$21.1K -511 -1%
BIA
137
Bell Investment Advisors
California
$1.93M +$4.95K +120 +0.3%
SSWM
138
Sheets Smith Wealth Management
North Carolina
$1.92M -$5.24K -127 -0.3%
GLA
139
Great Lakes Advisors
Illinois
$1.88M
Comerica Bank
140
Comerica Bank
Texas
$1.83M -$58K -1,405 -3%
MCM
141
MAI Capital Management
Ohio
$1.76M +$88.2K +2,138 +5%
BP
142
Ballentine Partners
Massachusetts
$1.74M
MFS
143
McNamara Financial Services
Massachusetts
$1.72M +$87.9K +2,130 +5%
MWM
144
Modera Wealth Management
New Jersey
$1.61M -$68K -1,648 -4%
GEA
145
Glen Eagle Advisors
New Jersey
$1.6M -$531K -12,860 -25%
NCM
146
Novare Capital Management
North Carolina
$1.59M -$2.93K -71 -0.2%
VP
147
Verum Partners
North Carolina
$1.58M -$12K -292 -0.7%
MHS
148
M Holdings Securities
Oregon
$1.56M
Stifel Financial
149
Stifel Financial
Missouri
$1.56M -$101K -2,443 -6%
IAA
150
Independent Advisor Alliance
North Carolina
$1.52M -$2.48M -60,042 -61%

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.