Invesco RAFI US 1000 ETF (6PSA)

Profile

https://oci-global.com

Invesco RAFI US 1000 ETF is an exchange-traded fund that tracks the FTSE RAFI US 1000 Index, comprising approximately 1,000 of the largest U.S.-listed companies selected and weighted based on fundamental measures of size: book value plus intangibles, adjusted cash flow, adjusted sales, and dividends plus buybacks. This RAFI methodology emphasizes economic fundamentals over traditional market capitalization weighting, aiming to represent the broader U.S. equity market with a focus on large-value characteristics. The ETF maintains a diversified portfolio heavily weighted toward sectors like financials (around 19%), information technology (17%), and health care (12%), with top holdings including major firms such as Alphabet, Microsoft, and Berkshire Hathaway. Launched in December 2005, it manages over $8 billion in assets and pays quarterly dividends, offering a yield of approximately 1.7%. Invesco RAFI US 1000 ETF serves as a core equity holding for investors seeking exposure to fundamentally driven U.S. large-cap performance within the large value category.