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Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
Roundview Capital
New Jersey
$315K -$122 -5 -0%
MWM
227
Madison Wealth Management
Ohio
$314K +$302K +12,390 New
SBSB
228
Sullivan, Bruyette, Speros & Blaney
Virginia
$313K
SC
229
Savant Capital
Illinois
$311K +$299K +12,280 New
RPGK
230
Retirement Planning Group (Kansas)
Kansas
$282K +$25.7K +1,055 +10%
CG
231
Colony Group
Massachusetts
$278K +$122 +5 +0%
PIA
232
Perennial Investment Advisors
California
$276K +$265K +10,885 New
SC
233
Scotia Capital
Ontario, Canada
$275K -$27.9K -1,145 -10%
IWC
234
Integrated Wealth Concepts
Massachusetts
$274K -$157K -6,465 -37%
LNC
235
Lincoln National Corp
Pennsylvania
$272K +$1.46K +60 +0.6%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$266K +$256K +10,505 New
IFG
237
Investors Financial Group
Minnesota
$261K +$251K +10,305 New
CONA
238
Capital One National Association
New York
$259K +$249K +10,215 New
CFB
239
Cullen/Frost Bankers
Texas
$253K
LC
240
Lindbrook Capital
California
$253K
EWA
241
EP Wealth Advisors
California
$250K +$240K +9,855 New
CPIG
242
Chicago Partners Investment Group
Illinois
$246K +$233K +9,555 New
NA
243
NewEdge Advisors
Louisiana
$245K +$1.34K +55 +0.6%
SW
244
SVB Wealth
Massachusetts
$243K
ACP
245
Aviance Capital Partners
Florida
$243K +$233K +9,580 New
CCM
246
Carlson Capital Management
Minnesota
$236K
BF
247
BOK Financial
Oklahoma
$235K -$37.5K -1,540 -14%
RBCM
248
Raub Brock Capital Management
California
$231K
SFS
249
Summit Financial Strategies
Ohio
$229K
BlackRock
250
BlackRock
New York
$228K -$5.11K -210 -2%

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.