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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

527 hedge funds and large institutions have $4.41B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
7.07%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
61
Increased
158
Reduced
153
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.3M
2
ETC
Exchange Traded Concepts
Oklahoma
$51.6M
3
AC
AlphaCore Capital
California
$38.3M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$37.7M
5
Ameriprise
Ameriprise
Minnesota
$310M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
RA
RFG Advisory
Alabama
$79.8M
3
KAS
Kestra Advisory Services
Texas
$3.22M
4
GAG
Goodman Advisory Group
Massachusetts
$0
5
HCP
Holt Capital Partners
Texas
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$489M +$7.81M +184,757 +2%
Ameriprise
2
Ameriprise
Minnesota
$310M +$14M +332,315 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$217M -$6.06M -143,415 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$199M +$710K +16,804 +0.4%
WA
5
Waverly Advisors
Alabama
$160M -$4.2M -99,282 -3%
Mariner
6
Mariner
Kansas
$135M -$4.9M -116,023 -4%
Invesco
7
Invesco
Georgia
$135M +$777K +18,381 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$119M +$4.11M +97,200 +4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$116M +$562K +13,047 +0.5%
LPL Financial
10
LPL Financial
California
$107M -$655K -15,498 -0.6%
AIA
11
Arbor Investment Advisors
North Carolina
$96.1M +$1.88M +44,560 +2%
Morgan Stanley
12
Morgan Stanley
New York
$91M -$2.49M -58,804 -3%
LWANC
13
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.3M +$86.2M +3,644,535 +4,246%
LW
14
Linscomb Wealth
Texas
$88M +$397K +9,402 +0.5%
RA
15
RFG Advisory
Alabama
$79.8M -$210M -4,974,104 -72%
Wells Fargo
16
Wells Fargo
California
$79.5M +$1.39M +32,830 +2%
DADC
17
D.A. Davidson & Co
Montana
$77.4M +$2.71M +64,115 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$75.5M +$2.11M +49,808 +3%
Raymond James Financial
19
Raymond James Financial
Florida
$58.1M +$273K +6,461 +0.5%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$56.5M -$252K -5,954 -0.4%
SF
21
Synovus Financial
Georgia
$52.1M +$292K +6,905 +0.6%
ETC
22
Exchange Traded Concepts
Oklahoma
$51.6M +$51.6M +1,220,364 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$51.1M +$897K +21,209 +2%
AC
24
AlphaCore Capital
California
$38.3M +$38.1M +902,245 +30,899%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$37.7M +$18.2M +504,658 +94%
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