PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

505 hedge funds and large institutions have $5.25B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-3
Holders Change %
-0.59%
% of All Funds
6.86%
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
142
Reduced
157
Closed
28
Calls
$97K
Puts
$4K
Net Calls
+$93K
Net Calls Change
+$53K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$986M
2
RA
RFG Advisory
Alabama
$277M
3
Corient Private Wealth
Corient Private Wealth
Florida
$31.3M
4
Ameriprise
Ameriprise
Minnesota
$283M
5
Bank of America
Bank of America
North Carolina
$460M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.49M
2
KAS
Kestra Advisory Services
Texas
$27.2M
3
Wells Fargo
Wells Fargo
California
$74.7M
4
Invesco
Invesco
Georgia
$128M
5
OPPS
Obsidian Personal Planning Solutions
Maryland
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$986M +$35.9M +887,580 +4%
Bank of America
2
Bank of America
North Carolina
$460M +$12.2M +302,231 +3%
Ameriprise
3
Ameriprise
Minnesota
$283M +$16.4M +406,790 +6%
RA
4
RFG Advisory
Alabama
$277M +$22.7M +560,748 +9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$213M +$649K +16,056 +0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$190M +$945K +23,395 +0.5%
WA
7
Waverly Advisors
Alabama
$157M -$3.42M -84,550 -2%
Mariner
8
Mariner
Kansas
$133M +$6.94M +171,782 +5%
Invesco
9
Invesco
Georgia
$128M -$4.38M -108,330 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$110M +$1.42M +35,110 +1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$108M +$3.4M +84,107 +3%
LPL Financial
12
LPL Financial
California
$103M +$2.93M +72,457 +3%
AIA
13
Arbor Investment Advisors
North Carolina
$90M +$1.38M +34,175 +2%
Morgan Stanley
14
Morgan Stanley
New York
$89.3M -$3M -74,120 -3%
LW
15
Linscomb Wealth
Texas
$83.7M -$23K -569 -0%
Wells Fargo
16
Wells Fargo
California
$74.7M -$5.39M -133,460 -7%
DADC
17
D.A. Davidson & Co
Montana
$71.4M +$1.87M +46,331 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$70.2M -$7.07K -175 -0%
Raymond James Financial
19
Raymond James Financial
Florida
$55.3M +$433K +10,710 +0.8%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$54.3M -$632K -15,651 -1%
SF
21
Synovus Financial
Georgia
$49.5M +$1.18M +29,169 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$48M -$701K -17,338 -1%
HCP
23
Holt Capital Partners
Texas
$40.8M -$1.13M -28,000 -3%
CC
24
Callan Capital
California
$38M -$26.4K -654 -0.1%
UBS Group
25
UBS Group
Switzerland
$34.2M +$72.5K +1,795 +0.2%
1
2 3 4 5