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Invesco FTSE RAFI US 1000 ETF

524 hedge funds and large institutions have $4.63B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 162 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:

less funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 162

1.49% less ownership

Funds ownership: 55.36%53.87% (-1.5%)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
KWM
201
Kaydan Wealth Management
Michigan
$972K
SFG
202
Sovereign Financial Group
Connecticut
$959K
MFG
203
Merit Financial Group
Georgia
$958K
CFG
204
Cooper Financial Group
California
$950K
CFFP
205
Center for Financial Planning
Michigan
$921K
SPFA
206
Summit Place Financial Advisors
New Jersey
$904K
IF
207
Intrua Financial
Texas
$900K
RFC
208
Regions Financial Corp
Alabama
$897K
BPA
209
Beacon Pointe Advisors
California
$892K
GWP
210
Gateway Wealth Partners
Wisconsin
$887K
BSTWA
211
Blake Schutter Theil Wealth Advisors
Ohio
$881K
CIBC World Market
212
CIBC World Market
Ontario, Canada
$868K
WWM
213
Western Wealth Management
Colorado
$854K
LPAM
214
Lodestar Private Asset Management
California
$853K
GIA
215
Gladstone Institutional Advisory
Florida
$845K
AIP
216
Almanack Investment Partners
Pennsylvania
$838K
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$803K
CL
218
Choreo LLC
Illinois
$784K
CFG
219
Chapman Financial Group
Hawaii
$760K
EWM
220
Empirical Wealth Management
Washington
$757K
Natixis Advisors
221
Natixis Advisors
Massachusetts
$748K
WP
222
WealthShield Partners
North Carolina
$742K
SAG
223
SageView Advisory Group
California
$732K
DWS
224
Discipline Wealth Solutions
South Carolina
$729K
WCWM
225
Willow Creek Wealth Management
California
$715K