Invesco Rafi US 1000 ETFPRFETF

13F holders, Q1 2026 (March 31)
564holders +5
34new positions
27sold out
3famous investors
$47.51avg. 13F price*

At the end of Q1 2026, 564 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 5 from Q4 2025. 34 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($527.7M), Ameriprise Financial Inc. ($360.7M) and PNC Financial Services Group, Inc. ($242.2M). 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 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions34$40.9M
Exits27$16.7M

All 13F filers, Q4 2025 → Q1 2026: 3,905,836 shares bought and 4,242,416 shares sold, net −336,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 564 holders

Bank of America Corp. 0.04% Add +0.8% 11,102,869 $527.7M
Ameriprise Financial Inc. 0.08% Reduce -1.6% 7,590,062 $360.7M
PNC Financial Services Group, Inc. 0.14% Reduce -1.9% 5,096,490 $242.2M
Envestnet Asset Management Inc. 0.06% Add +0.9% 4,827,651 $229.5M
Waverly Advisors, LLC 1.30% Reduce -1.2% 3,659,575 $173.9M
Invesco Ltd. 0.01% Add +0.2% 3,076,917 $146.2M
Mariner, LLC 0.17% Reduce -4.8% 2,984,153 $141.8M
LPL Financial LLC 0.04% Add +2.6% 2,798,890 $133.0M
Commonwealth Equity Services, LLC 0.17% Reduce -15.8% 2,535,887 $120.5M
Morgan Stanley 0.01% Reduce -0.6% 2,123,301 $100.9M
D.A. Davidson & Co. 0.61% Add +2.6% 2,109,275 $100.3M
Wells Fargo & Company 0.02% Add +14.2% 2,057,237 $97.8M
Arbor Investment Advisors, LLC 12.55% Add +0.0% 2,027,977 $96.4M
Linscomb Wealth, Inc. 4.18% Reduce -7.2% 1,975,969 $93.9M
Northwestern Mutual Wealth Management Co. 0.06% Add +3.5% 1,933,484 $91.9M
Focus Partners Wealth 0.09% Reduce -0.4% 1,706,944 $81.2M
Berman McAleer LLC 10.19% Add +0.4% 1,571,539 $74.7M
Raymond James Financial Inc. 0.02% Add +5.9% 1,503,181 $71.4M
Pinnacle Financial Partners, Inc. 0.46% Add +0.6% 1,265,634 $60.2M
Royal Bank of Canada 0.01% Add +2.9% 1,233,042 $58.6M
RFG Advisory, LLC 0.99% Reduce -11.8% 1,134,257 $53.9M
Larson Financial Group LLC 1.56% Add +17.4% 1,022,402 $48.6M
Cetera Investment Advisers 0.05% Add +2.5% 948,885 $45.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.97% Reduce -0.8% 932,117 $44.3M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -68.3% 822,040 $39.3M
AlphaCore Capital LLC 0.91% Reduce -9.2% 808,787 $38.4M
Garrett Wealth Advisory Group, LLC 6.73% Reduce -1.7% 796,038 $37.8M
UBS Group AG 0.01% Reduce -3.5% 786,770 $37.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.00% Reduce -1.6% 761,631 $36.2M
Corient Private Wealth LP 0.05% Add +0.4% 758,894 $35.9M
Pinnacle Financial Group, LLC / IL 8.71% Reduce -0.3% 668,275 $31.8M
Osaic Holdings, Inc. 0.05% Add +10.5% 657,688 $31.3M
Equitable Holdings, Inc. 0.20% Reduce -0.7% 656,774 $30.8M
Rothschild Investment LLC 1.60% Add +3.8% 643,009 $30.6M
Charles Schwab Trust Co 1.96% Reduce -1.8% 637,458 $30.3M
Klingman & Associates, LLC 1.42% Reduce -9.3% 618,139 $29.4M
JPMorgan Chase & Co. 0.00% Add +6.5% 623,997 $29.0M
Charter Capital Management, LLC\DE 14.16% Add +1.5% 595,164 $28.3M
HighTower Advisors, LLC 0.03% Reduce -8.7% 587,026 $27.9M
Boyum Wealth Architects LLC 11.22% Add +15.5% 518,214 $26.8M
Truist Financial Corp. 0.04% Reduce -0.5% 553,631 $26.3M
Boulder Wealth Advisors, LLC 10.44% Add +12.7% 550,343 $26.2M
Penserra Capital Management LLC 0.30% New 541,398 $25.7M
Pathstone Holdings, LLC 0.10% Reduce -0.1% 534,205 $25.4M
National Bank of Canada 0.03% Reduce -2.2% 531,851 $25.3M
Forvis Mazars Wealth Advisors, LLC 0.46% Reduce -1.2% 507,085 $24.1M
Saxon Interests, Inc. 8.27% Reduce -2.3% 503,630 $23.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +22.3% 496,355 $23.6M
Wharton Business Group, LLC 0.89% Add +0.4% 495,030 $23.5M
Breakwater Capital Group 2.86% Add +0.1% 449,867 $21.4M
Pettinga Financial Advisors LLC 3.83% Add +14.5% 428,347 $20.4M
Flynn Zito Capital Management, LLC 6.45% Reduce -2.2% 424,698 $20.2M
AQR Capital Management 0.01% Add +36.1% 404,028 $19.2M
McIlrath & Eck, LLC 1.43% Reduce -4.1% 401,266 $19.1M
World Investment Advisors 0.31% Add +26.7% 398,063 $18.9M
Goodman Advisory Group, LLC 4.76% Reduce -7.7% 386,316 $18.4M
Captrust Financial Advisors 0.03% Add +0.7% 492,260 $18.2M
Allworth Financial LP 0.07% Reduce -0.7% 380,700 $18.1M
Cornerstone Wealth Management, LLC 0.82% Add +12.9% 343,934 $16.3M
Montz Harcus Wealth Management LLC 6.37% Add +6.1% 331,940 $15.8M
Ted Buchan & Co 5.61% Reduce -0.1% 325,039 $15.4M
Steward Partners Investment Advisory, LLC 0.08% Reduce -2.0% 321,116 $15.3M
Baker Ellis Asset Management LLC 1.80% Reduce -1.1% 318,719 $15.1M
Wealthspire Retirement, LLC 0.91% Add +0.3% 317,911 $15.1M
Clear Harbor Asset Management, LLC 1.04% Add +1.2% 315,293 $15.0M
Stonebridge Financial Group, LLC 1.19% Reduce -4.3% 304,852 $14.5M
Mercer Global Advisors Inc. 0.02% Reduce -27.3% 297,963 $14.2M
Glenmede Trust Co. NA 0.07% Reduce -3.1% 284,749 $13.5M
Essex Financial Services, Inc. 0.74% Add +7.8% 275,840 $13.1M
Creative Planning 0.01% Add +3.7% 274,782 $13.1M
Vestmark Advisory Solutions, Inc. 0.14% Add +22.3% 265,573 $12.6M
Compass Financial Group, Inc. 5.62% Reduce -2.5% 262,190 $12.5M
Wood Tarver Financial Group, LLC 3.39% Add +545.0% 257,812 $12.3M
Jones Financial Companies LLLP 0.01% Add +16.7% 254,055 $11.9M
FMR LLC 0.00% Add +17.4% 236,705 $11.3M
Osborne Partners Capital Management, LLC 0.59% Reduce -1.5% 236,444 $11.2M
Rodgers & Associates, LTD 1.13% Reduce -4.7% 233,696 $11.1M
Trinity Legacy Partners, LLC 2.39% Add +0.8% 221,078 $11.0M
Ieq Capital, LLC 0.05% Add +0.0% 228,549 $10.9M
Wealthspire Advisors, LLC 0.08% Reduce -0.4% 220,720 $10.5M
JNBA Financial Advisors 0.87% Reduce -6.0% 218,649 $10.4M
Quantinno Capital Management LP 0.02% Add +44.9% 213,570 $10.2M
Cerity Partners LLC 0.01% Add +8.5% 198,845 $9.5M
Bouvel Investment Partners, LLC 2.73% Add +149.2% 198,295 $9.4M
Perigon Wealth Management, LLC 0.17% Add +3.2% 196,759 $9.4M
Arlington Financial Advisors, LLC 1.30% Reduce -3.8% 191,899 $9.1M
Woodside Wealth Management LLC 6.48% Add +2.8% 174,410 $8.3M
Marion Wealth Management 1.80% Reduce -12.7% 170,961 $8.1M
Wimmer Associates 1, LLC 3.96% Reduce -0.0% 170,559 $8.1M
Resonant Capital Advisors, LLC 0.42% Add +2.5% 170,207 $8.1M
MML Investors Services, LLC 0.02% Add +12.9% 157,137 $7.5M
Arkadios Wealth Advisors 0.12% Add +373.0% 156,793 $7.5M
Blair William & Co. 0.02% Add +10.2% 153,748 $7.3M
Prosperity Consulting Group, LLC 0.31% Reduce -12.4% 148,735 $7.1M
Baird Financial Group, Inc. 0.01% Add +1.0% 142,688 $6.8M
Three Bridge Wealth Advisors, LLC 1.85% Reduce -2.5% 141,547 $6.7M
Federation des caisses Desjardins du Quebec 0.02% Add +17.0% 140,620 $6.7M
Ellevest, Inc. 0.92% Add +0.3% 139,502 $6.6M
Intelligence Driven Advisers, LLC 1.15% Reduce -3.3% 138,356 $6.6M
Janney Montgomery Scott LLC 0.02% Add +12.1% 138,282 $6.6M

"% 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 564 holders