PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

345 hedge funds and large institutions have $3.46B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+16
Holders Change %
+4.86%
% of All Funds
6.02%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.37%
New
42
Increased
99
Reduced
115
Closed
23
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$774K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$172M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$62.4M
3
SF
3
Summit Financial
New Jersey
$17.5M
4
RA
4
RFG Advisory
Alabama
$80.8M
5
BWM
5
Baystate Wealth Management
Massachusetts
$82.8M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$420M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$197M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEGWA
226
New England Guild Wealth Advisors
Connecticut
$348K – – –
1WM
227
1900 Wealth Management
Texas
$348K – – –
LNC
228
Lincoln National Corp
Pennsylvania
$341K +$1.12K +35 +0.3%
RC
229
Roundview Capital
New Jersey
$337K -$1.44K -45 -0.4%
SW
230
SVB Wealth
Massachusetts
$334K +$4.17K +130 +1%
NA
231
NewEdge Advisors
Louisiana
$320K +$1.12K +35 +0.4%
CG
232
Colony Group
Massachusetts
$318K – – –
UCFA
233
United Capital Financial Advisors
Texas
$316K -$21.9K -685 -6%
GWS
234
Glassman Wealth Services
Virginia
$312K -$33.1K -1,035 -10%
FM
235
Foster & Motley
Ohio
$311K -$23.9K -745 -7%
MSAM
236
Moloney Securities Asset Management
Missouri
$297K +$481 +15 +0.2%
SFS
237
Summit Financial Strategies
Ohio
$296K – – –
AWA
238
Arete Wealth Advisors
Illinois
$294K -$29.8K -930 -9%
SC
239
Scotia Capital
Ontario, Canada
$291K +$26.3K +820 +10%
SQA
240
Simon Quick Advisors
New Jersey
$290K +$1.28K +40 +0.4%
TWM
241
Tradition Wealth Management
Minnesota
$288K – – –
MWM
242
Modera Wealth Management
New Jersey
$280K – – –
NG
243
NWK Group
California
$273K – – –
CCA
244
Clearwater Capital Advisors
Illinois
$273K – – –
SWA
245
Sightline Wealth Advisors
Connecticut
$271K +$1.28K +40 +0.5%
SC
246
Steph & Co
Wisconsin
$269K +$803 +25 +0.3%
BWA
247
Burt Wealth Advisors
Maryland
$262K – – –
AWM
248
Aprio Wealth Management
Georgia
$261K +$261K +8,155 New
ACP
249
Aveo Capital Partners
Colorado
$259K – – –
LRIA
250
Leonard Rickey Investment Advisors
Washington
$258K -$14.3K -450 -5%
8 9
10
11 12