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Invesco FTSE RAFI US 1000 ETF

537 hedge funds and large institutions have $4.66B 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, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $4.34B → $4.66B (+$321M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more funds holding

Funds holding: 531537 (+6)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 169

1.2% less ownership

Funds ownership: 55.41%54.21% (-1.2%)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
7.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
43
Increased
155
Reduced
169
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
FDx Advisors
Illinois
$3.02M -$64.3K -1,471 -2%
SIC
127
Sigma Investment Counselors
Michigan
$2.92M -$52.2K -1,195 -2%
JCM
128
Jacobi Capital Management
Pennsylvania
$2.87M +$206K +4,724 +8%
MGIA
129
Moneta Group Investment Advisors
Missouri
$2.75M +$21.3K +487 +0.8%
IFWM
130
Institute for Wealth Management
Colorado
$2.75M -$26.1K -598 -1%
MSWM
131
Mowery & Schoenfeld Wealth Management
Illinois
$2.7M +$2.46M +56,227 +1,606%
SSWM
132
Smith Salley Wealth Management
North Carolina
$2.68M
NB
133
Northwest Bancshares
Pennsylvania
$2.6M -$22.3K -510 -0.9%
GVAG
134
Great Valley Advisor Group
Delaware
$2.49M +$195K +4,466 +9%
JWA
135
JFS Wealth Advisors
Pennsylvania
$2.48M -$123K -2,804 -5%
MA
136
Montag & Associates
Georgia
$2.36M
Goldman Sachs
137
Goldman Sachs
New York
$2.33M -$914K -20,923 -29%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$729K +16,694 +51%
BIA
139
Bell Investment Advisors
California
$2.23M -$234K -5,364 -10%
US Bancorp
140
US Bancorp
Minnesota
$2.19M -$66.4K -1,519 -3%
SF
141
Summit Financial
New Jersey
$2.16M -$119K -2,734 -5%
BP
142
Ballentine Partners
Massachusetts
$2.14M
Financial Engines Advisors
143
Financial Engines Advisors
California
$2.12M -$87.7K -2,008 -4%
SPC
144
Sigma Planning Corp
Michigan
$2.12M -$409K -9,366 -17%
Wealthfront Advisers
145
Wealthfront Advisers
California
$2.11M +$19.3K +441 +1%
GLA
146
Great Lakes Advisors
Illinois
$2.1M
SSWM
147
Sheets Smith Wealth Management
North Carolina
$2.01M -$36K -823 -2%
Comerica Bank
148
Comerica Bank
Texas
$2M -$38.6K -883 -2%
MFS
149
McNamara Financial Services
Massachusetts
$1.95M -$23.2K -530 -1%
SFA
150
Sequoia Financial Advisors
Ohio
$1.89M +$435K +9,953 +31%