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Invesco FTSE RAFI US 1000 ETF

555 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 172 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

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535555 (+20)

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
63
Increased
172
Reduced
143
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
151
Financial Engines Advisors
California
$2.11M -$97.3K -2,113 -4%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$2.1M +$22.6K +491 +1%
MFS
153
McNamara Financial Services
Massachusetts
$1.95M -$67.8K -1,472 -3%
SWM
154
SigFig Wealth Management
California
$1.95M +$9.44K +205 +0.5%
SFA
155
Sequoia Financial Advisors
Ohio
$1.92M -$43.7K -949 -2%
WTFG
156
Wood Tarver Financial Group
Idaho
$1.88M +$678K +14,715 +58%
IAA
157
Independent Advisor Alliance
North Carolina
$1.85M
EWA
158
EP Wealth Advisors
California
$1.83M +$1.79M +38,930 New
SWP
159
Stratos Wealth Partners
Ohio
$1.78M +$525K +11,392 +43%
NCM
160
Novare Capital Management
North Carolina
$1.73M -$99K -2,150 -6%
VP
161
Verum Partners
North Carolina
$1.72M -$104K -2,266 -6%
Comerica Bank
162
Comerica Bank
Texas
$1.71M -$362K -7,868 -18%
SL
163
Summitry LLC
California
$1.69M +$1.66M +36,015 New
MWM
164
Modera Wealth Management
New Jersey
$1.68M -$109K -2,365 -6%
WFA
165
West Financial Advisors
Iowa
$1.68M -$32.4K -703 -2%
HWM
166
HB Wealth Management
Georgia
$1.68M
SWM
167
Shakespeare Wealth Management
Wisconsin
$1.64M -$62.3K -1,352 -4%
RK
168
Rather & Kittrell
Tennessee
$1.63M -$17.6K -382 -1%
FFA
169
Farther Finance Advisors
California
$1.62M +$1.41M +30,584 +797%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$1.6M +$1.14M +24,819 +269%
GEA
171
Glen Eagle Advisors
New Jersey
$1.57M -$33.2K -720 -2%
SC
172
Savant Capital
Illinois
$1.57M -$57.3K -1,244 -4%
BFA
173
Bragg Financial Advisors
North Carolina
$1.56M
PMFA
174
Plante Moran Financial Advisors
Michigan
$1.56M +$238K +5,163 +18%
AWA
175
Arkadios Wealth Advisors
Georgia
$1.56M -$48K -1,042 -3%