Invesco Rafi US 1000 ETFPRFETF
13F holders, Q1 2025 (March 31)509holders −1
34new positions
26sold out
3famous investors
$40.38avg. 13F price*
At the end of Q1 2025, 509 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, down 1 from Q4 2024. 34 opened new positions and 26 sold out. The largest holders were Charles Schwab Investment Management Inc. ($986.3M), Bank of America Corp. ($459.9M) and Ameriprise Financial Inc. ($283.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Rafi US 1000 ETF
- CUSIP
- 46137V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $9.4M |
| Exits | 26 | $7.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,476,183 shares bought and 2,656,581 shares sold, net +1,819,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 509 holders
| Charles Schwab Investment Management Inc. | 0.18% | Add +3.8% | 24,407,637 | $986.3M |
| Bank of America Corp. | 0.04% | Add +2.7% | 11,380,608 | $459.9M |
| Ameriprise Financial Inc. | 0.08% | Add +6.2% | 7,010,953 | $283.4M |
| RFG Advisory, LLC | 7.49% | Add +8.9% | 6,861,510 | $277.3M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.3% | 5,273,261 | $213.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.5% | 4,702,234 | $190.0M |
| Waverly Advisors, LLC | 1.91% | Reduce -2.1% | 3,881,638 | $156.9M |
| Mariner, LLC | 0.22% | Add +5.5% | 3,302,798 | $133.5M |
| Invesco Ltd. | 0.02% | Reduce -3.3% | 3,168,147 | $128.0M |
| Commonwealth Equity Services, LLC | 0.16% | Add +1.3% | 2,713,443 | $109.7M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +3.2% | 2,677,635 | $108.2M |
| LPL Financial LLC | 0.04% | Add +2.9% | 2,549,791 | $103.0M |
| Arbor Investment Advisors, LLC | 12.31% | Add +1.6% | 2,228,054 | $90.0M |
| Morgan Stanley | 0.01% | Reduce -3.2% | 2,210,876 | $89.3M |
| Linscomb Wealth, Inc. | 4.17% | Reduce -0.0% | 2,071,280 | $83.7M |
| Wells Fargo & Company | 0.02% | Reduce -6.7% | 1,848,926 | $74.7M |
| D.A. Davidson & Co. | 0.57% | Add +2.7% | 1,767,970 | $71.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.0% | 1,736,189 | $70.2M |
| Raymond James Financial Inc. | 0.02% | Add +0.8% | 1,368,290 | $55.3M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -1.1% | 1,342,570 | $54.3M |
| Synovus Financial Corp. | 0.64% | Add +2.4% | 1,224,800 | $49.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 1,188,492 | $48.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.23% | Reduce -2.7% | 1,010,460 | $40.8M |
| Callan Capital, LLC | 2.81% | Reduce -0.1% | 940,811 | $38.0M |
| UBS Group AG | 0.01% | Add +0.2% | 845,934 | $34.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.00% | Reduce -1.6% | 797,645 | $32.2M |
| Corient Private Wealth LP | 0.05% | Add +186.8% | 774,816 | $31.3M |
| Garrett Wealth Advisory Group, LLC | 6.67% | Add +5.6% | 738,444 | $29.8M |
| Equitable Holdings, Inc. | 0.28% | Reduce -4.5% | 725,772 | $29.3M |
| Pinnacle Financial Group, LLC / IL | 10.17% | Reduce -1.4% | 692,899 | $28.0M |
| Klingman & Associates, LLC | 1.71% | Reduce -0.1% | 691,425 | $27.9M |
| Cetera Investment Advisers | 0.05% | Add +1.6% | 676,649 | $27.3M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -59.4% | 673,512 | $27.2M |
| Rothschild Investment LLC | 1.68% | Add +3.7% | 620,416 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +5.4% | 599,669 | $24.2M |
| Charles Schwab Trust Co | 1.86% | Add +6.7% | 548,813 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 546,253 | $22.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.53% | Reduce -1.0% | 544,882 | $22.0M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.2% | 539,206 | $21.8M |
| Boulder Wealth Advisors, LLC | 12.57% | Add +13.9% | 534,386 | $21.6M |
| Saxon Interests, Inc. | 9.93% | Add +1.4% | 525,237 | $21.2M |
| McIlrath & Eck, LLC | 2.50% | Reduce -5.1% | 503,660 | $20.4M |
| Wharton Business Group, LLC | 0.90% | No change | 493,135 | $19.9M |
| Breakwater Capital Group | 3.48% | Add +5.7% | 484,001 | $19.6M |
| Flynn Zito Capital Management, LLC | 8.94% | Reduce -14.6% | 482,009 | $19.5M |
| Truist Financial Corp. | 0.03% | Add +0.5% | 444,662 | $18.0M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.5% | 431,808 | $17.4M |
| Osaic Holdings, Inc. | 0.04% | Add +64.1% | 414,671 | $16.8M |
| Goodman Advisory Group, LLC | 5.08% | Add +1.3% | 412,580 | $16.7M |
| Larson Financial Group LLC | 0.78% | Add +75.3% | 404,439 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.8% | 383,913 | $15.5M |
| Pettinga Financial Advisors LLC | 3.60% | Add +0.0% | 379,218 | $15.3M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +0.8% | 347,627 | $14.0M |
| Allworth Financial LP | 0.08% | Add +5.4% | 360,290 | $14.0M |
| Boyum Wealth Architects LLC | 13.35% | — | 339,837 | $13.7M |
| Baker Ellis Asset Management LLC | 1.92% | Add +0.2% | 329,682 | $13.3M |
| Stonebridge Financial Group, LLC | 1.40% | Reduce -0.6% | 325,799 | $13.2M |
| Ted Buchan & Co | 6.22% | Reduce -4.2% | 325,647 | $13.2M |
| Wealthspire Retirement, LLC | 1.00% | Reduce -3.8% | 313,519 | $12.7M |
| Captrust Financial Advisors | 0.03% | Reduce -5.3% | 312,009 | $12.6M |
| Glenmede Trust Co. NA | 0.07% | Reduce -6.1% | 307,259 | $12.4M |
| Rodgers & Associates, LTD | 1.50% | Add +0.0% | 305,281 | $12.3M |
| Clear Harbor Asset Management, LLC | 0.96% | Add +1.1% | 299,266 | $12.1M |
| Montz Harcus Wealth Management LLC | 6.52% | Add +5.9% | 295,363 | $11.9M |
| Focus Partners Wealth | 0.03% | Reduce -2.5% | 294,387 | $11.9M |
| Compass Financial Group, Inc. | 6.04% | Reduce -1.1% | 291,123 | $11.8M |
| World Investment Advisors | 0.30% | Add +0.7% | 286,345 | $11.6M |
| Osborne Partners Capital Management, LLC | 0.61% | Reduce -0.4% | 261,746 | $10.6M |
| JNBA Financial Advisors | 1.04% | Reduce -12.1% | 247,768 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.67% | Add +4.2% | 244,566 | $9.9M |
| Wealthspire Advisors, LLC | 0.05% | Add +0.2% | 221,981 | $9.0M |
| Ieq Capital, LLC | 0.07% | Add +4.7% | 221,548 | $9.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.5% | 219,723 | $8.9M |
| Trinity Legacy Partners, LLC | 2.19% | Add +6.0% | 212,353 | $8.7M |
| Essex Financial Services, Inc. | 0.59% | Add +4.1% | 204,258 | $8.3M |
| Arlington Financial Advisors, LLC | 1.45% | Reduce -0.9% | 203,755 | $8.2M |
| Creative Planning | 0.01% | Add +11.1% | 201,214 | $8.1M |
| MML Investors Services, LLC | 0.03% | Reduce -12.8% | 187,359 | $7.6M |
| Resonant Capital Advisors, LLC | 0.52% | No change | 186,221 | $7.5M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -0.8% | 182,789 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 179,984 | $7.3M |
| Wimmer Associates 1, LLC | 3.66% | Reduce -9.3% | 170,387 | $6.9M |
| Lido Advisors, LLC | 0.04% | Reduce -0.1% | 171,553 | $6.9M |
| Journey Advisory Group, LLC | 0.57% | Reduce -12.1% | 170,586 | $6.9M |
| Woodside Wealth Management LLC | 6.37% | — | 169,985 | $6.9M |
| FMR LLC | 0.00% | Add +4.4% | 167,008 | $6.7M |
| Marion Wealth Management | 1.68% | Reduce -2.5% | 155,393 | $6.3M |
| Bouvel Investment Partners, LLC | 2.16% | Add +2.9% | 141,048 | $5.7M |
| Ellevest, Inc. | 0.37% | No change | 139,115 | $5.6M |
| Creative Capital Management Investments LLC | 2.15% | Reduce -1.8% | 137,905 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +11.6% | 133,911 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -0.6% | 133,028 | $5.4M |
| Blair William & Co. | 0.02% | Add +0.4% | 132,515 | $5.4M |
| Cornerstone Advisory, LLC | 0.60% | Reduce -0.0% | 130,939 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 127,192 | $5.1M |
| Hirtle & Co., LLC | 0.23% | No change | 125,000 | $5.1M |
| Johnson & White Wealth Management, LLC | 2.70% | Add +4.2% | 118,875 | $4.8M |
| Cidel Asset Management Inc. | 0.31% | Reduce -3.3% | 115,905 | $4.7M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -1.4% | 114,139 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.7% | 111,236 | $4.5M |
"% of holder's portfolio" is PRF's weight in each manager's 13F, not the share of Invesco Rafi US 1000 ETF the manager owns.