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Invesco FTSE RAFI US 1000 ETF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289318 (+29)

6.71% more ownership

Funds ownership: 335.57%342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Colony Group
Massachusetts
$271K -$89K -3,575 -26%
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$268K
CPIG
228
Chicago Partners Investment Group
Illinois
$266K
NA
229
NewEdge Advisors
Louisiana
$264K +$1.12K +45 +0.5%
FNT
230
First Nebraska Trust
Nebraska
$263K -$1.12M -45,165 -82%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$259K +$242K +9,725 New
UCFA
232
United Capital Financial Advisors
Texas
$258K +$19.2K +770 +9%
SW
233
SVB Wealth
Massachusetts
$256K
MSAM
234
Moloney Securities Asset Management
Missouri
$254K +$623 +25 +0.3%
CL
235
COWA LLC
Oklahoma
$244K +$228K +9,150 New
LRIA
236
Leonard Rickey Investment Advisors
Washington
$240K -$4.11K -165 -2%
SQA
237
Simon Quick Advisors
New Jersey
$240K +$1.12K +45 +0.5%
TWM
238
Tradition Wealth Management
Minnesota
$239K +$224K +8,975 New
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$237K
MWM
240
Modera Wealth Management
New Jersey
$233K +$218K +8,740 New
SC
241
Steph & Co
Wisconsin
$227K
NG
242
NWK Group
California
$226K
SWA
243
Sightline Wealth Advisors
Connecticut
$223K +$209K +8,375 New
VWA
244
V Wealth Advisors
Kansas
$223K +$209K +8,380 New
SC
245
Scotia Capital
Ontario, Canada
$222K +$208K +8,335 New
BWA
246
Burt Wealth Advisors
Maryland
$217K
OIA
247
OneDigital Investment Advisors
Kansas
$217K +$203K +8,145 New
ACP
248
Aveo Capital Partners
Colorado
$215K +$201K +8,065 New
RWM
249
Ritholtz Wealth Management
New York
$210K +$196K +7,865 New
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$209K +$195K +7,845 New

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.