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Invesco FTSE RAFI US 1000 ETF

524 hedge funds and large institutions have $4.63B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 162 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 162

1.49% less ownership

Funds ownership: 55.36%53.87% (-1.5%)

Holders
524
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
MGIA
126
Moneta Group Investment Advisors
Missouri
$2.75M
IFWM
127
Institute for Wealth Management
Colorado
$2.75M
MSWM
128
Mowery & Schoenfeld Wealth Management
Illinois
$2.7M
SSWM
129
Smith Salley Wealth Management
North Carolina
$2.68M
NB
130
Northwest Bancshares
Pennsylvania
$2.6M
GVAG
131
Great Valley Advisor Group
Delaware
$2.49M
JWA
132
JFS Wealth Advisors
Pennsylvania
$2.48M
MA
133
Montag & Associates
Georgia
$2.36M
Goldman Sachs
134
Goldman Sachs
New York
$2.33M
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$2.24M
BIA
136
Bell Investment Advisors
California
$2.23M
US Bancorp
137
US Bancorp
Minnesota
$2.19M
SF
138
Summit Financial
New Jersey
$2.16M
BP
139
Ballentine Partners
Massachusetts
$2.14M
Financial Engines Advisors
140
Financial Engines Advisors
California
$2.12M
SPC
141
Sigma Planning Corp
Michigan
$2.12M
Wealthfront Advisers
142
Wealthfront Advisers
California
$2.11M
GLA
143
Great Lakes Advisors
Illinois
$2.1M
SSWM
144
Sheets Smith Wealth Management
North Carolina
$2.01M
Comerica Bank
145
Comerica Bank
Texas
$2M
MFS
146
McNamara Financial Services
Massachusetts
$1.95M
SFA
147
Sequoia Financial Advisors
Ohio
$1.89M
SWM
148
SigFig Wealth Management
California
$1.86M
CAC
149
Certified Advisory Corp
Florida
$1.82M
IAA
150
Independent Advisor Alliance
North Carolina
$1.78M