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Invesco FTSE RAFI US 1000 ETF

558 hedge funds and large institutions have $4.99B invested in Invesco FTSE RAFI US 1000 ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more funds holding

Funds holding: 555558 (+3)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.1M)

0.95% less ownership

Funds ownership: 58.15%57.2% (-0.95%)

3% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 169

Holders
558
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
6.87%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
41
Increased
164
Reduced
169
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$2.42M -$135K -2,781 -5%
BIA
152
Bell Investment Advisors
California
$2.36M +$65.9K +1,356 +3%
SPC
153
Sigma Planning Corp
Michigan
$2.34M +$146K +2,996 +6%
GLA
154
Great Lakes Advisors
Illinois
$2.21M -$2.58K -53 -0.1%
Citadel Advisors
155
Citadel Advisors
Florida
$2.2M +$2.25M +46,324 New
SSWM
156
Sheets Smith Wealth Management
North Carolina
$2.13M +$2.67K +55 +0.1%
MFG
157
Merit Financial Group
Georgia
$2.13M -$90.7K -1,865 -4%
Financial Engines Advisors
158
Financial Engines Advisors
California
$2.12M -$15.1K -311 -0.7%
BP
159
Ballentine Partners
Massachusetts
$2.05M -$197K -4,051 -9%
MFS
160
McNamara Financial Services
Massachusetts
$1.95M -$23.1K -476 -1%
NWM
161
Navigate Wealth Management
Alabama
$1.95M +$1.87M +38,540 New
FPAS
162
Focus Partners Advisor Solutions
Missouri
$1.93M +$319K +6,559 +19%
SFA
163
Sequoia Financial Advisors
Ohio
$1.91M -$30.4K -626 -2%
NCM
164
Novare Capital Management
North Carolina
$1.77M +$21.5K +442 +1%
MWM
165
Modera Wealth Management
New Jersey
$1.75M +$44.2K +910 +3%
SL
166
Summitry LLC
California
$1.71M
HWM
167
HB Wealth Management
Georgia
$1.71M +$11.7K +241 +0.7%
WFA
168
West Financial Advisors
Iowa
$1.7M -$1.6K -33 -0.1%
VP
169
Verum Partners
North Carolina
$1.68M -$62.1K -1,278 -3%
GAG
170
GM Advisory Group
New York
$1.66M +$1.06M +21,803 +166%
SWM
171
Shakespeare Wealth Management
Wisconsin
$1.66M -$3.26K -67 -0.2%
GWP
172
Gateway Wealth Partners
Wisconsin
$1.65M +$754K +15,512 +81%
RK
173
Rather & Kittrell
Tennessee
$1.64M -$15K -308 -0.9%
EWA
174
EP Wealth Advisors
California
$1.62M -$235K -4,835 -12%
FFA
175
Farther Finance Advisors
California
$1.6M -$49.4K -1,017 -3%