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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.41B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
7.07%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.29%
New
61
Increased
158
Reduced
153
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$86.2M
2
ETC
Exchange Traded Concepts
Oklahoma
+$51.6M
3
AC
AlphaCore Capital
California
+$38.1M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$986M
2
RA
RFG Advisory
Alabama
-$210M
3
KAS
Kestra Advisory Services
Texas
-$25.2M
4
GAG
Goodman Advisory Group
Massachusetts
-$16.7M
5
HCP
Holt Capital Partners
Texas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Smith Salley Wealth Management
North Carolina
$2.51M – – –
JCM
127
Jacobi Capital Management
Pennsylvania
$2.48M +$131K +3,093 +6%
NB
128
Northwest Bancshares
Pennsylvania
$2.45M -$6.64K -157 -0.3%
JWA
129
JFS Wealth Advisors
Pennsylvania
$2.44M +$1.4K +33 +0.1%
SPC
130
Sigma Planning Corp
Michigan
$2.38M -$474K -11,215 -17%
BIA
131
Bell Investment Advisors
California
$2.31M +$295K +6,976 +15%
BPA
132
Beacon Pointe Advisors
California
$2.25M +$28.4K +673 +1%
MA
133
Montag & Associates
Georgia
$2.2M – – –
MHS
134
M Holdings Securities
Oregon
$2.14M +$513K +12,150 +32%
GVAG
135
Great Valley Advisor Group
Delaware
$2.14M -$1.66M -39,372 -44%
SF
136
Summit Financial
New Jersey
$2.13M -$106K -2,503 -5%
US Bancorp
137
US Bancorp
Minnesota
$2.11M -$10.5K -248 -0.5%
Financial Engines Advisors
138
Financial Engines Advisors
California
$2.07M +$1.86M +43,962 +872%
ECM
139
Evergreen Capital Management
Washington
$2.07M +$1.54M +36,532 +295%
BP
140
Ballentine Partners
Massachusetts
$2M +$174K +4,120 +10%
GLA
141
Great Lakes Advisors
Illinois
$1.97M – – –
Wealthfront Advisers
142
Wealthfront Advisers
California
$1.95M -$288K -6,815 -13%
Comerica Bank
143
Comerica Bank
Texas
$1.91M -$4.35K -103 -0.2%
SSWM
144
Sheets Smith Wealth Management
North Carolina
$1.91M -$101K -2,395 -5%
MFS
145
McNamara Financial Services
Massachusetts
$1.84M +$46.6K +1,102 +3%
MCM
146
MAI Capital Management
Ohio
$1.73M -$115K -2,717 -6%
EWA
147
EP Wealth Advisors
California
$1.67M +$320K +7,563 +24%
IAA
148
Independent Advisor Alliance
North Carolina
$1.66M +$71.9K +1,700 +5%
Stifel Financial
149
Stifel Financial
Missouri
$1.66M +$31.2K +739 +2%
NCM
150
Novare Capital Management
North Carolina
$1.65M -$13.9K -329 -0.8%
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