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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.41B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
7.07%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.29%
New
61
Increased
158
Reduced
153
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$86.2M
2
ETC
Exchange Traded Concepts
Oklahoma
+$51.6M
3
AC
AlphaCore Capital
California
+$38.1M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$986M
2
RA
RFG Advisory
Alabama
-$210M
3
KAS
Kestra Advisory Services
Texas
-$25.2M
4
GAG
Goodman Advisory Group
Massachusetts
-$16.7M
5
HCP
Holt Capital Partners
Texas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
151
Verum Partners
North Carolina
$1.65M -$9.89K -234 -0.6%
AQR Capital Management
152
AQR Capital Management
Connecticut
$1.62M +$246K +5,813 +18%
MWM
153
Modera Wealth Management
New Jersey
$1.62M -$68.6K -1,624 -4%
SWM
154
SigFig Wealth Management
California
$1.61M +$16.7K +397 +1%
WFA
155
West Financial Advisors
Iowa
$1.56M – – –
SWM
156
Shakespeare Wealth Management
Wisconsin
$1.54M -$13K -308 -0.8%
GEA
157
Glen Eagle Advisors
New Jersey
$1.52M -$153K -3,625 -9%
BWA
158
Burt Wealth Advisors
Maryland
$1.51M +$170K +4,033 +13%
HWM
159
HB Wealth Management
Georgia
$1.51M – – –
RK
160
Rather & Kittrell
Tennessee
$1.5M +$5.54K +131 +0.4%
SC
161
Savant Capital
Illinois
$1.44M -$141K -3,334 -9%
SFP
162
Sterling Financial Planning
New Jersey
$1.43M -$888 -21 -0.1%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1.39M -$3.93K -93 -0.3%
WA
164
Whipplewood Advisors
Colorado
$1.38M +$1.36M +32,136 +5,356%
AWA
165
Arkadios Wealth Advisors
Georgia
$1.37M -$206K -4,865 -13%
FG
166
Fairman Group
Pennsylvania
$1.37M +$3.72K +88 +0.3%
CAC
167
Certified Advisory Corp
Florida
$1.36M +$717K +16,951 +112%
NA
168
NewEdge Advisors
Louisiana
$1.35M +$203K +4,793 +18%
SFA
169
Sequoia Financial Advisors
Ohio
$1.35M +$58.2K +1,378 +5%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$1.35M -$47.4K -1,122 -3%
BFA
171
Bragg Financial Advisors
North Carolina
$1.34M -$4.86K -115 -0.4%
IWC
172
Integrated Wealth Concepts
Massachusetts
$1.34M -$12.8K -303 -0.9%
GS
173
GTS Securities
New York
$1.33M +$1.33M +31,408 New
AA
174
Addison Advisors
Vermont
$1.32M – – –
APP
175
Avantax Planning Partners
Iowa
$1.32M – – –
5 6
7
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