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Invesco FTSE RAFI US 1000 ETF

555 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535555 (+20)

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
63
Increased
172
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
126
Yoder Wealth Management
California
$3.63M -$41.2K -895 -1%
KeyBank National Association
127
KeyBank National Association
Ohio
$3.62M +$3.15M +68,482 +782%
KAS
128
Kestra Advisory Services
Texas
$3.49M +$3.64K +79 +0.1%
MWM
129
Modern Wealth Management
Kansas
$3.46M -$6.68K -145 -0.2%
FWM
130
Forteris Wealth Management
New York
$3.43M +$3.36M +73,050 New
JCM
131
Jacobi Capital Management
Pennsylvania
$3.3M +$319K +6,936 +11%
SFS
132
Security Financial Services
Indiana
$3.19M -$2.9K -63 -0.1%
WOSD
133
WFA of San Diego
California
$3.12M -$139K -3,010 -4%
MGIA
134
Moneta Group Investment Advisors
Missouri
$3.09M +$226K +4,916 +8%
SIC
135
Sigma Investment Counselors
Michigan
$3.03M
IFWM
136
Institute for Wealth Management
Colorado
$2.81M -$39.9K -867 -1%
SSWM
137
Smith Salley Wealth Management
North Carolina
$2.78M
NB
138
Northwest Bancshares
Pennsylvania
$2.69M -$10K -218 -0.4%
GVAG
139
Great Valley Advisor Group
Delaware
$2.57M -$11.6K -252 -0.5%
JWA
140
JFS Wealth Advisors
Pennsylvania
$2.52M -$60.3K -1,309 -2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.52K +33 +0.1%
Wealthfront Advisers
142
Wealthfront Advisers
California
$2.32M +$133K +2,878 +6%
CAC
143
Certified Advisory Corp
Florida
$2.3M +$408K +8,869 +22%
BIA
144
Bell Investment Advisors
California
$2.26M -$50.8K -1,103 -2%
US Bancorp
145
US Bancorp
Minnesota
$2.25M -$18.4K -399 -0.8%
BP
146
Ballentine Partners
Massachusetts
$2.22M
SPC
147
Sigma Planning Corp
Michigan
$2.2M -$35K -761 -2%
SF
148
Summit Financial
New Jersey
$2.19M -$53K -1,151 -2%
MFG
149
Merit Financial Group
Georgia
$2.19M +$1.17M +25,408 +120%
GLA
150
Great Lakes Advisors
Illinois
$2.18M +$2.99K +65 +0.1%