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Invesco FTSE RAFI US 1000 ETF

534 hedge funds and large institutions have $4.65B 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, 167 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 167

1.2% less ownership

Funds ownership: 55.36%54.16% (-1.2%)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$1.05M
WIM
202
WealthPlan Investment Management
Nebraska
$1.04M
KWM
203
Kaydan Wealth Management
Michigan
$972K
SFG
204
Sovereign Financial Group
Connecticut
$959K
MFG
205
Merit Financial Group
Georgia
$958K
CAM
206
Cresset Asset Management
Illinois
$951K
CFG
207
Cooper Financial Group
California
$950K
CFFP
208
Center for Financial Planning
Michigan
$921K
SPFA
209
Summit Place Financial Advisors
New Jersey
$904K
IF
210
Intrua Financial
Texas
$900K
RFC
211
Regions Financial Corp
Alabama
$897K
BPA
212
Beacon Pointe Advisors
California
$892K
GWP
213
Gateway Wealth Partners
Wisconsin
$887K
BSTWA
214
Blake Schutter Theil Wealth Advisors
Ohio
$881K
SIA
215
SkyView Investment Advisors
New Jersey
$869K
CIBC World Market
216
CIBC World Market
Ontario, Canada
$868K
WWM
217
Western Wealth Management
Colorado
$854K
LPAM
218
Lodestar Private Asset Management
California
$853K
GIA
219
Gladstone Institutional Advisory
Florida
$845K
AIP
220
Almanack Investment Partners
Pennsylvania
$838K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$803K
CL
222
Choreo LLC
Illinois
$784K
CFG
223
Chapman Financial Group
Hawaii
$760K
EWM
224
Empirical Wealth Management
Washington
$757K
Natixis Advisors
225
Natixis Advisors
Massachusetts
$748K