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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
IA
201
IFP Advisors
Florida
$1.06M -$25.8K -591 -2%
BJL
202
Brighton Jones LLC
Washington
$1.05M +$2.53K +58 +0.2%
WIM
203
WealthPlan Investment Management
Nebraska
$1.04M -$8.17K -187 -0.8%
KWM
204
Kaydan Wealth Management
Michigan
$972K -$80.8K -1,850 -8%
SFG
205
Sovereign Financial Group
Connecticut
$959K -$2.49K -57 -0.3%
MFG
206
Merit Financial Group
Georgia
$958K +$2.93K +67 +0.3%
CAM
207
Cresset Asset Management
Illinois
$951K +$437 +10 +0%
CFG
208
Cooper Financial Group
California
$950K -$82.1K -1,879 -8%
CFFP
209
Center for Financial Planning
Michigan
$921K -$2.93K -67 -0.3%
SPFA
210
Summit Place Financial Advisors
New Jersey
$904K
IF
211
Intrua Financial
Texas
$900K +$27.1K +620 +3%
RFC
212
Regions Financial Corp
Alabama
$897K -$25.6K -585 -3%
BPA
213
Beacon Pointe Advisors
California
$892K -$1.46M -33,396 -63%
GWP
214
Gateway Wealth Partners
Wisconsin
$887K -$101K -2,312 -11%
BSTWA
215
Blake Schutter Theil Wealth Advisors
Ohio
$881K -$22.2K -508 -3%
SIA
216
SkyView Investment Advisors
New Jersey
$869K
CIBC World Market
217
CIBC World Market
Ontario, Canada
$868K -$389K -8,898 -32%
WWM
218
Western Wealth Management
Colorado
$854K +$77.9K +1,783 +10%
LPAM
219
Lodestar Private Asset Management
California
$853K +$1.14K +26 +0.1%
GIA
220
Gladstone Institutional Advisory
Florida
$845K -$108K -2,479 -12%
AIP
221
Almanack Investment Partners
Pennsylvania
$838K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$803K +$437 +10 +0.1%
CL
223
Choreo LLC
Illinois
$784K
CFG
224
Chapman Financial Group
Hawaii
$760K +$262 +6 +0%
EWM
225
Empirical Wealth Management
Washington
$757K -$26.3K -602 -3%