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Invesco FTSE RAFI US 1000 ETF

555 hedge funds and large institutions have $5B invested in Invesco FTSE RAFI US 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 143 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 143

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

7% more capital invested

Capital invested by funds: $4.65B → $5B (+$349M)

3.99% more ownership

Funds ownership: 54.17%58.15% (+4%)

4% more funds holding

Funds holding: 535555 (+20)

Holders
555
Holders Change
+20
Holders Change %
+3.74%
% of All Funds
6.75%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
63
Increased
172
Reduced
143
Closed
25
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
$517M -$26.1M -566,501 -5%
Ameriprise
2
Ameriprise
Minnesota
$362M +$22.4M +486,823 +7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$244M +$4.48M +97,185 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$224M +$2.66M +57,759 +1%
WA
5
Waverly Advisors
Alabama
$174M -$2.54M -55,152 -1%
Mariner
6
Mariner
Kansas
$147M +$2.53M +54,954 +2%
Invesco
7
Invesco
Georgia
$144M -$3.08M -66,813 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$141M +$6.88M +149,439 +5%
LPL Financial
9
LPL Financial
California
$128M +$8.69M +188,790 +7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$125M -$5.83M -126,699 -5%
Morgan Stanley
11
Morgan Stanley
New York
$100M +$155K +3,367 +0.2%
LW
12
Linscomb Wealth
Texas
$99.9M +$242K +5,250 +0.2%
DADC
13
D.A. Davidson & Co
Montana
$96.5M +$3.87M +84,012 +4%
AIA
14
Arbor Investment Advisors
North Carolina
$95.1M -$1.43M -31,083 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$87.7M +$2.45M +53,271 +3%
Wells Fargo
16
Wells Fargo
California
$84.6M -$1.06M -23,071 -1%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$80.4M +$62.1M +1,347,696 +367%
BM
18
Berman McAleer
Maryland
$73.4M +$423K +9,195 +0.6%
Corient Private Wealth
19
Corient Private Wealth
Florida
$70M +$34.7M +754,055 +102%
Raymond James Financial
20
Raymond James Financial
Florida
$66.6M +$1.46M +31,639 +2%
RA
21
RFG Advisory
Alabama
$60.4M -$5.03M -109,199 -8%
PFPG
22
Pinnacle Financial Partners (Georgia)
Georgia
$59M +$57.9M +1,257,833 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$56.2M -$1.18M -25,654 -2%
HCP
24
Holt Capital Partners
Texas
$44.1M +$10.7M +233,392 +33%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$43.5M +$725K +15,752 +2%