PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

329 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+12
Holders Change %
+3.79%
% of All Funds
5.79%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
36
Increased
91
Reduced
124
Closed
19
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$754K

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$52.6M
2
RA
2
RFG Advisory
Alabama
$60.7M
3
Bank of America
3
Bank of America
North Carolina
$293M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$49.4M

Top Sellers

1
BWM
1
Baystate Wealth Management
Massachusetts
$63.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412M
3
Victory Capital Management
3
Victory Capital Management
Texas
$110M
4
USAA
4
United Services Automobile Association
Texas
$109M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$313K – – –
SW
227
SVB Wealth
Massachusetts
$312K +$20.5K +675 +7%
OPS
228
Orion Portfolio Solutions
Nebraska
$311K -$133K -4,390 -30%
AWA
229
Arete Wealth Advisors
Illinois
$306K -$5.76K -190 -2%
BRWA
230
B. Riley Wealth Advisors
Florida
$304K +$304K +10,025 New
NA
231
NewEdge Advisors
Louisiana
$302K +$1.37K +45 +0.5%
CG
232
Colony Group
Massachusetts
$301K -$6.98K -230 -2%
CPIG
233
Chicago Partners Investment Group
Illinois
$300K – – –
SC
234
Savant Capital
Illinois
$294K -$45.5K -1,500 -13%
Renaissance Technologies
235
Renaissance Technologies
New York
$288K -$712K -23,500 -71%
MSAM
236
Moloney Securities Asset Management
Missouri
$280K -$8.49K -280 -3%
SFS
237
Summit Financial Strategies
Ohio
$280K +$280K +9,240 New
SQA
238
Simon Quick Advisors
New Jersey
$274K +$1.06K +35 +0.4%
TWM
239
Tradition Wealth Management
Minnesota
$272K – – –
SFS
240
Sowell Financial Services
Arkansas
$270K -$96.7K -3,000 -26%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$270K – – –
MWM
242
Modera Wealth Management
New Jersey
$265K – – –
LRIA
243
Leonard Rickey Investment Advisors
Washington
$259K -$14.2K -470 -5%
CCA
244
Clearwater Capital Advisors
Illinois
$258K -$66.3K -2,190 -20%
NG
245
NWK Group
California
$258K – – –
SWA
246
Sightline Wealth Advisors
Connecticut
$256K +$1.07K +35 +0.4%
SC
247
Steph & Co
Wisconsin
$253K -$4.7K -155 -2%
SC
248
Scotia Capital
Ontario, Canada
$250K -$2.58K -85 -1%
BWA
249
Burt Wealth Advisors
Maryland
$248K – – –
ACP
250
Aveo Capital Partners
Colorado
$245K – – –
8 9
10
11 12