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Invesco FTSE RAFI US 1000 ETF

557 hedge funds and large institutions have $5.01B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 173 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

21% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 143

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8% more capital invested

Capital invested by funds: $4.66B → $5.01B (+$350M)

4% more ownership

Funds ownership: 54.21%58.21% (+4%)

4% more funds holding

Funds holding: 537557 (+20)

Holders
557
Holders Change
+20
Holders Change %
+3.72%
% of All Funds
6.78%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
63
Increased
173
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$3.69M -$2.3K -50 -0.1%
YWM
127
Yoder Wealth Management
California
$3.63M -$41.2K -895 -1%
KeyBank National Association
128
KeyBank National Association
Ohio
$3.62M +$3.15M +68,482 +782%
KAS
129
Kestra Advisory Services
Texas
$3.49M +$3.64K +79 +0.1%
MWM
130
Modern Wealth Management
Kansas
$3.46M -$6.68K -145 -0.2%
FWM
131
Forteris Wealth Management
New York
$3.43M +$3.36M +73,050 New
JCM
132
Jacobi Capital Management
Pennsylvania
$3.3M +$319K +6,936 +11%
SFS
133
Security Financial Services
Indiana
$3.19M -$2.9K -63 -0.1%
WOSD
134
WFA of San Diego
California
$3.12M -$139K -3,010 -4%
MGIA
135
Moneta Group Investment Advisors
Missouri
$3.09M +$226K +4,916 +8%
SIC
136
Sigma Investment Counselors
Michigan
$3.03M
IFWM
137
Institute for Wealth Management
Colorado
$2.81M -$39.9K -867 -1%
SSWM
138
Smith Salley Wealth Management
North Carolina
$2.78M
NB
139
Northwest Bancshares
Pennsylvania
$2.69M -$10K -218 -0.4%
GVAG
140
Great Valley Advisor Group
Delaware
$2.57M -$11.6K -252 -0.5%
JWA
141
JFS Wealth Advisors
Pennsylvania
$2.52M -$60.3K -1,309 -2%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.52K +33 +0.1%
Wealthfront Advisers
143
Wealthfront Advisers
California
$2.32M +$133K +2,878 +6%
CAC
144
Certified Advisory Corp
Florida
$2.3M +$408K +8,869 +22%
BIA
145
Bell Investment Advisors
California
$2.26M -$50.8K -1,103 -2%
US Bancorp
146
US Bancorp
Minnesota
$2.25M -$18.4K -399 -0.8%
BP
147
Ballentine Partners
Massachusetts
$2.22M
SPC
148
Sigma Planning Corp
Michigan
$2.2M -$35K -761 -2%
SF
149
Summit Financial
New Jersey
$2.19M -$53K -1,151 -2%
MFG
150
Merit Financial Group
Georgia
$2.19M +$1.17M +25,408 +120%