Invesco Rafi US 1000 ETFPRFETF

13F holders, Q4 2025 (December 31)
559holders +22
39new positions
26sold out
3famous investors
$46.90avg. 13F price*

At the end of Q4 2025, 559 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 22 from Q3 2025. 39 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($516.6M), Ameriprise Financial Inc. ($361.9M) and PNC Financial Services Group, Inc. ($243.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Invesco Rafi US 1000 ETF
CUSIP
46137V613
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 483Q1 2024Q2 2024: 478Q2 2024Q3 2024: 486Q3 2024Q4 2024: 510Q4 2024Q1 2025: 509Q1 2025Q2 2025: 531Q2 2025Q3 2025: 537Q3 2025Q4 2025: 559Q4 2025Q1 2026: 564Q1 2026Q2 2026: 588Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions39$38.1M
Exits26$72.1M

All 13F filers, Q3 2025 → Q4 2025: 5,474,315 shares bought and 3,252,606 shares sold, net +2,221,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 559 holders

Bank of America Corp. 0.04% Reduce -4.9% 11,010,233 $516.6M
Ameriprise Financial Inc. 0.08% Add +6.7% 7,712,428 $361.9M
PNC Financial Services Group, Inc. 0.13% Add +1.9% 5,192,385 $243.6M
Envestnet Asset Management Inc. 0.07% Add +1.2% 4,784,491 $224.5M
Waverly Advisors, LLC 1.41% Reduce -1.5% 3,703,220 $173.8M
Mariner, LLC 0.18% Add +1.8% 3,135,416 $147.1M
Invesco Ltd. 0.01% Reduce -2.1% 3,071,925 $144.1M
Commonwealth Equity Services, LLC 0.19% Add +5.2% 3,013,264 $141.4M
LPL Financial LLC 0.04% Add +7.4% 2,727,461 $128.0M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -4.7% 2,589,251 $124.6M
Morgan Stanley 0.01% Add +0.2% 2,135,865 $100.2M
Linscomb Wealth, Inc. 4.19% Add +0.3% 2,129,383 $99.9M
D.A. Davidson & Co. 0.59% Add +4.3% 2,055,842 $96.5M
Arbor Investment Advisors, LLC 12.52% Reduce -1.5% 2,027,880 $95.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +2.9% 1,868,856 $87.7M
Wells Fargo & Company 0.02% Reduce -1.3% 1,802,219 $84.6M
Focus Partners Wealth 0.09% Add +367.4% 1,714,516 $80.4M
Berman McAleer LLC 10.04% Add +0.6% 1,565,303 $73.4M
Raymond James Financial Inc. 0.02% Add +2.3% 1,419,366 $66.6M
RFG Advisory, LLC 1.14% Reduce -7.8% 1,286,330 $60.4M
Pinnacle Financial Partners, Inc. 0.45% — 1,257,833 $59.0M
Royal Bank of Canada 0.01% Reduce -2.1% 1,198,815 $56.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.92% Add +33.0% 939,828 $44.1M
Cetera Investment Advisers 0.05% Add +1.7% 926,136 $43.5M
AlphaCore Capital LLC 0.94% Reduce -4.8% 891,043 $41.8M
Larson Financial Group LLC 1.37% Add +8.9% 870,722 $40.9M
UBS Group AG 0.01% Reduce -3.1% 814,935 $38.2M
Garrett Wealth Advisory Group, LLC 7.18% Add +2.6% 810,044 $38.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.87% Reduce -1.4% 773,857 $36.3M
Corient Private Wealth LP 0.05% Add +2.3% 755,987 $35.5M
Klingman & Associates, LLC 1.54% Add +0.0% 681,565 $32.0M
Pinnacle Financial Group, LLC / IL 9.13% Reduce -2.6% 670,384 $31.5M
Equitable Holdings, Inc. 0.21% Reduce -6.7% 661,057 $31.0M
Charles Schwab Trust Co 2.00% Reduce -0.9% 649,380 $30.5M
HighTower Advisors, LLC 0.03% Add +1.5% 643,205 $30.2M
Rothschild Investment LLC 1.60% Add +0.3% 619,700 $29.1M
Osaic Holdings, Inc. 0.04% Add +6.5% 595,096 $27.9M
Charter Capital Management, LLC\DE 14.20% Add +2.0% 586,153 $27.5M
JPMorgan Chase & Co. 0.00% Reduce -4.4% 585,637 $27.5M
Truist Financial Corp. 0.03% Add +3.6% 556,442 $26.1M
National Bank of Canada 0.03% Add +5456.6% 543,715 $25.5M
Pathstone Holdings, LLC 0.10% Add +0.0% 534,717 $25.1M
Saxon Interests, Inc. 8.56% Reduce -4.6% 515,715 $24.2M
Forvis Mazars Wealth Advisors, LLC 0.45% Reduce -2.6% 513,270 $24.1M
Wharton Business Group, LLC 0.88% No change 493,135 $23.1M
Boulder Wealth Advisors, LLC 9.68% Add +6.1% 488,182 $22.9M
Boyum Wealth Architects LLC 10.17% Add +17.9% 448,707 $21.8M
Breakwater Capital Group 2.94% Reduce -12.0% 449,211 $21.1M
Flynn Zito Capital Management, LLC 7.29% Add +1.9% 434,431 $20.4M
Goodman Advisory Group, LLC 4.83% New 418,663 $19.6M
McIlrath & Eck, LLC 1.82% Reduce -7.8% 418,309 $19.6M
Mercer Global Advisors Inc. 0.03% Reduce -1.0% 409,919 $19.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.2% 405,867 $19.0M
Allworth Financial LP 0.07% Reduce -0.8% 383,398 $18.0M
Captrust Financial Advisors 0.03% Add +40.1% 488,797 $17.8M
Pettinga Financial Advisors LLC 3.33% Add +5.0% 374,209 $17.6M
Steward Partners Investment Advisory, LLC 0.08% Reduce -4.1% 327,670 $15.4M
Ted Buchan & Co 5.60% Add +8.1% 325,298 $15.3M
Baker Ellis Asset Management LLC 1.82% Reduce -0.7% 322,115 $15.1M
Stonebridge Financial Group, LLC 1.28% Reduce -0.3% 318,640 $15.0M
Wealthspire Retirement, LLC 0.90% Add +1.3% 317,074 $14.9M
World Investment Advisors 0.24% Reduce -3.4% 314,210 $14.7M
Montz Harcus Wealth Management LLC 5.95% Add +1.2% 312,844 $14.7M
Clear Harbor Asset Management, LLC 1.00% Add +3.1% 311,689 $14.6M
Cornerstone Wealth Management, LLC 0.74% Add +10.3% 304,493 $14.3M
AQR Capital Management 0.01% Add +19.6% 296,875 $13.9M
Glenmede Trust Co. NA 0.07% — 294,001 $13.8M
Compass Financial Group, Inc. 5.57% Reduce -1.5% 268,765 $12.6M
Creative Planning 0.01% Add +28.6% 264,886 $12.4M
Essex Financial Services, Inc. 0.68% Add +8.5% 255,830 $12.0M
Rodgers & Associates, LTD 1.17% Reduce -1.8% 245,251 $11.5M
Osborne Partners Capital Management, LLC 0.58% Reduce -4.0% 240,139 $11.3M
JNBA Financial Advisors 0.95% Reduce -1.6% 232,544 $10.9M
Ieq Capital, LLC 0.03% Add +0.1% 228,472 $10.7M
Wealthspire Advisors, LLC 0.08% Add +0.3% 221,665 $10.4M
Trinity Legacy Partners, LLC 2.36% Add +1.1% 219,382 $10.3M
Jones Financial Companies LLLP 0.01% Add +17.8% 217,648 $10.2M
Vestmark Advisory Solutions, Inc. 0.14% Add +2.7% 217,069 $10.2M
Marion Wealth Management 2.11% Add +1.2% 195,733 $9.5M
FMR LLC 0.00% Add +2.9% 201,543 $9.5M
Arlington Financial Advisors, LLC 1.34% Reduce -0.6% 199,409 $9.4M
Perigon Wealth Management, LLC 0.16% Reduce -1.6% 190,629 $8.9M
Cerity Partners LLC 0.01% Reduce -2.0% 183,306 $8.6M
Wimmer Associates 1, LLC 3.72% Add +0.8% 170,574 $8.0M
Prosperity Consulting Group, LLC 0.36% Add +7.8% 169,885 $8.0M
Woodside Wealth Management LLC 5.94% Reduce -0.2% 169,705 $8.0M
Seven Mile Advisory 1.37% Add +0.4% 166,905 $7.8M
Resonant Capital Advisors, LLC 0.43% Reduce -0.2% 166,132 $7.8M
Quantinno Capital Management LP 0.01% Add +88.3% 147,349 $6.9M
Journey Advisory Group, LLC 0.58% Reduce -3.2% 146,552 $6.9M
Three Bridge Wealth Advisors, LLC 1.80% Reduce -0.8% 145,148 $6.8M
Intelligence Driven Advisers, LLC 0.96% Reduce -5.9% 143,106 $6.7M
Baird Financial Group, Inc. 0.01% Add +57.2% 141,219 $6.6M
Blair William & Co. 0.02% Add +3.3% 139,584 $6.5M
MML Investors Services, LLC 0.02% Reduce -1.5% 139,213 $6.5M
Ellevest, Inc. 0.90% Reduce -0.1% 139,106 $6.5M
Creative Capital Management Investments LLC 1.92% Reduce -0.6% 135,677 $6.4M
Hirtle & Co., LLC 0.24% No change 131,777 $6.2M
Johnson & White Wealth Management, LLC 2.64% Add +6.7% 129,454 $6.1M
Rockefeller Capital Management L.P. 0.01% Add +18.9% 128,334 $6.0M

"% 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.

Show all 559 holders