PRF icon

Invesco FTSE RAFI US 1000 ETF

505 hedge funds and large institutions have $5.25B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-3
Holders Change %
-0.59%
% of All Funds
6.86%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.34%
New
38
Increased
142
Reduced
157
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$1.51M -$155K -3,827 -9%
SC
152
Savant Capital
Illinois
$1.51M -$94K -2,327 -6%
WFA
153
West Financial Advisors
Iowa
$1.49M
WA
154
Whipplewood Advisors
Colorado
$1.49M -$89.3M -35,953 -98%
ACG
155
Allen Capital Group
Nebraska
$1.48M -$13.1K -325 -0.9%
SWM
156
Shakespeare Wealth Management
Wisconsin
$1.48M -$14.2K -351 -0.9%
GIA
157
Gladstone Institutional Advisory
Florida
$1.46M +$364 +9 +0%
HWM
158
HB Wealth Management
Georgia
$1.44M +$409K +10,122 +39%
RK
159
Rather & Kittrell
Tennessee
$1.42M -$8.73K -216 -0.6%
Renaissance Technologies
160
Renaissance Technologies
New York
$1.42M +$234K +5,800 +20%
SFP
161
Sterling Financial Planning
New Jersey
$1.37M -$37.1K -918 -3%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$561K +13,881 +73%
AQR Capital Management
163
AQR Capital Management
Connecticut
$1.32M +$1.32M +32,558 New
FG
164
Fairman Group
Pennsylvania
$1.3M +$4.7K +117 +0.4%
IWC
165
Integrated Wealth Concepts
Massachusetts
$1.29M +$139K +3,435 +12%
EWA
166
EP Wealth Advisors
California
$1.29M +$35.2K +871 +3%
BWA
167
Burt Wealth Advisors
Maryland
$1.29M
BFA
168
Bragg Financial Advisors
North Carolina
$1.28M +$130K +3,210 +11%
AA
169
Addison Advisors
Vermont
$1.27M
DPI
170
Diversified Portfolios Inc
Michigan
$1.26M -$4.85K -120 -0.4%
APP
171
Avantax Planning Partners
Iowa
$1.26M +$7.56K +187 +0.6%
PWP
172
Principle Wealth Partners
Connecticut
$1.24M
SFA
173
Sequoia Financial Advisors
Ohio
$1.23M -$97.9K -2,423 -7%
PMFA
174
Plante Moran Financial Advisors
Michigan
$1.21M -$2.34K -58 -0.2%
DA
175
Detalus Advisors
Missouri
$1.21M -$32.8K -812 -3%