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Invesco FTSE RAFI US 1000 ETF

537 hedge funds and large institutions have $4.66B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $4.34B → $4.66B (+$321M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1% more funds holding

Funds holding: 531537 (+6)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 169

1.2% less ownership

Funds ownership: 55.41%54.21% (-1.2%)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
7.05%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
43
Increased
155
Reduced
169
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SigFig Wealth Management
California
$1.86M +$128K +2,926 +8%
CAC
152
Certified Advisory Corp
Florida
$1.82M +$350K +8,020 +25%
IAA
153
Independent Advisor Alliance
North Carolina
$1.78M
NCM
154
Novare Capital Management
North Carolina
$1.76M
VP
155
Verum Partners
North Carolina
$1.76M -$3.67K -84 -0.2%
MWM
156
Modera Wealth Management
New Jersey
$1.73M +$262 +6 +0%
Stifel Financial
157
Stifel Financial
Missouri
$1.71M -$59.8K -1,369 -3%
ECM
158
Evergreen Capital Management
Washington
$1.71M -$485K -11,105 -23%
BWA
159
Burt Wealth Advisors
Maryland
$1.67M +$43.7K +1,000 +3%
WFA
160
West Financial Advisors
Iowa
$1.65M -$19.8K -453 -1%
SWM
161
Shakespeare Wealth Management
Wisconsin
$1.64M -$1.66K -38 -0.1%
HWM
162
HB Wealth Management
Georgia
$1.62M
RK
163
Rather & Kittrell
Tennessee
$1.59M -$9.61K -220 -0.6%
SC
164
Savant Capital
Illinois
$1.57M +$30.3K +694 +2%
Renaissance Technologies
165
Renaissance Technologies
New York
$1.56M +$175K +4,000 +13%
GEA
166
Glen Eagle Advisors
New Jersey
$1.55M -$78.6K -1,800 -5%
AWA
167
Arkadios Wealth Advisors
Georgia
$1.55M +$73.2K +1,675 +5%
BFA
168
Bragg Financial Advisors
North Carolina
$1.51M +$73.3K +1,677 +5%
WA
169
Whipplewood Advisors
Colorado
$1.49M +$10.7K +246 +0.8%
SFP
170
Sterling Financial Planning
New Jersey
$1.48M -$53K -1,213 -4%
NA
171
NewEdge Advisors
Louisiana
$1.44M -$2.67K -61 -0.2%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$1.44M -$2.18K -50 -0.2%
AA
173
Addison Advisors
Vermont
$1.42M
FG
174
Fairman Group
Pennsylvania
$1.41M -$49.8K -1,141 -4%
APP
175
Avantax Planning Partners
Iowa
$1.41M