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Invesco FTSE RAFI US 1000 ETF

510 hedge funds and large institutions have $5.26B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,325% more call options, than puts

Call options by funds: $97K | Put options by funds: $4K

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.06% less ownership

Funds ownership: 70.31%70.25% (-0.06%)

0% less funds holding

Funds holding: 511510 (-1)

3% less capital invested

Capital invested by funds: $5.43B → $5.26B (-$169M)

10% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 159

Holders
510
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.84%
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
143
Reduced
159
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
WealthPlan Investment Management
Nebraska
$927K +$192K +4,665 +26%
BJL
202
Brighton Jones LLC
Washington
$914K +$2.48K +60 +0.3%
Goldman Sachs
203
Goldman Sachs
New York
$911K +$930K +22,541 New
CL
204
Choreo LLC
Illinois
$893K
GAA
205
Global Assets Advisory
Florida
$877K +$631K +15,300 +200%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$866K -$17.5K -425 -2%
CAM
207
Cresset Asset Management
Illinois
$849K +$413 +10 +0%
SFG
208
Sovereign Financial Group
Connecticut
$847K -$1.03K -25 -0.1%
IA
209
IFP Advisors
Florida
$842K +$842K +20,420 +4,862%
CFP
210
Catalyst Financial Partners
Massachusetts
$827K +$371K +8,999 +79%
CFFP
211
Center for Financial Planning
Michigan
$826K -$5.65K -137 -0.7%
RFC
212
Regions Financial Corp
Alabama
$825K
TCOTS
213
Trust Company of the South
North Carolina
$813K +$830K +20,122 New
BSTWA
214
Blake Schutter Theil Wealth Advisors
Ohio
$808K
SPFA
215
Summit Place Financial Advisors
New Jersey
$808K
EWM
216
Evercore Wealth Management
New York
$794K -$10.1K -246 -1%
LPAM
217
Lodestar Private Asset Management
California
$792K +$1.44K +35 +0.2%
SIA
218
SkyView Investment Advisors
New Jersey
$784K -$1.03K -25 -0.1%
AF
219
Apexium Financial
Texas
$772K
Natixis Advisors
220
Natixis Advisors
Massachusetts
$757K -$1.43M -34,582 -65%
AIP
221
Almanack Investment Partners
Pennsylvania
$749K
WP
222
WealthShield Partners
North Carolina
$742K -$30.1K -730 -4%
PAG
223
Private Advisor Group
New Jersey
$742K -$185K -4,484 -20%
IF
224
Intrua Financial
Texas
$738K +$174K +4,209 +30%
GWM
225
Geneos Wealth Management
Colorado
$729K +$492K +11,920 +195%

PRF Hedge Fund Activity: Q1 2025 in Review

510 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2025, worth a combined $5.26B — down 3.1% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PRF positions and 28 closed out — a net gain of 10 holders — while 143 added to existing stakes and 159 trimmed.

The largest buyer was Charles Schwab, adding an estimated $36.6M. The largest seller was Kestra Advisory Services, cutting an estimated $40.7M.

  • 510 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2025, down from 511 in Q4 2024.
  • Funds reported $5.26B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 38 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2025 and 28 closed out, a net change of +10 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2025 was Charles Schwab, an estimated $36.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2025.