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Invesco FTSE RAFI US 1000 ETF

534 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, 155 increasing their positions, 167 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:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 167

1.2% less ownership

Funds ownership: 55.36%54.16% (-1.2%)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
SIC
126
Sigma Investment Counselors
Michigan
$2.92M
JCM
127
Jacobi Capital Management
Pennsylvania
$2.87M
MGIA
128
Moneta Group Investment Advisors
Missouri
$2.75M
IFWM
129
Institute for Wealth Management
Colorado
$2.75M
MSWM
130
Mowery & Schoenfeld Wealth Management
Illinois
$2.7M
SSWM
131
Smith Salley Wealth Management
North Carolina
$2.68M
NB
132
Northwest Bancshares
Pennsylvania
$2.6M
GVAG
133
Great Valley Advisor Group
Delaware
$2.49M
JWA
134
JFS Wealth Advisors
Pennsylvania
$2.48M
MA
135
Montag & Associates
Georgia
$2.36M
Goldman Sachs
136
Goldman Sachs
New York
$2.33M
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$2.24M
BIA
138
Bell Investment Advisors
California
$2.23M
US Bancorp
139
US Bancorp
Minnesota
$2.19M
SF
140
Summit Financial
New Jersey
$2.16M
BP
141
Ballentine Partners
Massachusetts
$2.14M
Financial Engines Advisors
142
Financial Engines Advisors
California
$2.12M
SPC
143
Sigma Planning Corp
Michigan
$2.12M
Wealthfront Advisers
144
Wealthfront Advisers
California
$2.11M
GLA
145
Great Lakes Advisors
Illinois
$2.1M
SSWM
146
Sheets Smith Wealth Management
North Carolina
$2.01M
Comerica Bank
147
Comerica Bank
Texas
$2M
MFS
148
McNamara Financial Services
Massachusetts
$1.95M
SFA
149
Sequoia Financial Advisors
Ohio
$1.89M
SWM
150
SigFig Wealth Management
California
$1.86M