We are live on ! Find out more
PRF icon

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
Bank of America
1
Bank of America
North Carolina
$523M +$497K +11,369 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$327M -$5.14M -117,663 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$230M -$1.51M -34,646 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$214M +$336K +7,694 +0.2%
WA
5
Waverly Advisors
Alabama
$170M -$1.05M -23,984 -0.6%
Invesco
6
Invesco
Georgia
$142M -$2.09M -47,790 -1%
Mariner
7
Mariner
Kansas
$139M -$4.64M -106,313 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$129M +$2.32M +53,182 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$123M +$1.1M +25,268 +0.9%
LPL Financial
10
LPL Financial
California
$115M +$191K +4,378 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$96.4M -$855K -19,574 -0.9%
LW
12
Linscomb Wealth
Texas
$96M +$1.9M +43,451 +2%
AIA
13
Arbor Investment Advisors
North Carolina
$93.1M -$9.33M -213,651 -9%
DADC
14
D.A. Davidson & Co
Montana
$89.1M +$6.11M +139,745 +8%
Wells Fargo
15
Wells Fargo
California
$82.5M -$2.47M -56,466 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$82.1M +$1.29M +29,588 +2%
BM
17
Berman McAleer
Maryland
$70.4M +$68M +1,556,108 New
RA
18
RFG Advisory
Alabama
$63.1M -$21.5M -491,877 -26%
Raymond James Financial
19
Raymond James Financial
Florida
$62.7M +$567K +12,976 +0.9%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$58.1M -$2.27M -52,021 -4%
SF
21
Synovus Financial
Georgia
$55.8M +$69.3K +1,586 +0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$55.4M +$645K +14,768 +1%
AC
23
AlphaCore Capital
California
$42.3M +$1.35M +30,837 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$41.2M +$10.1M +230,577 +34%
UBS Group
25
UBS Group
Switzerland
$38M +$315K +7,220 +0.9%