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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
Daniels + Tansey
Delaware
$472K
SSC
227
Syverson Strege & Co
Iowa
$461K -$36.1K -1,080 -7%
JP Morgan Chase
228
JP Morgan Chase
New York
$456K
1WM
229
1900 Wealth Management
Texas
$449K +$74.1K +2,215 +20%
SC
230
Savant Capital
Illinois
$443K +$48.3K +1,445 +13%
BFC
231
Blue Fin Capital
Rhode Island
$440K -$3.51K -105 -0.8%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$440K
CFB
233
Cullen/Frost Bankers
Texas
$429K
Bank of New York Mellon
234
Bank of New York Mellon
New York
$422K -$61.4K -1,835 -13%
CA
235
Continuum Advisory
Idaho
$421K -$10K -300 -2%
MWM
236
Madison Wealth Management
Ohio
$413K
VHAM
237
Van Hulzen Asset Management
California
$413K +$669 +20 +0.2%
WAM
238
Weatherly Asset Management
California
$404K -$10.4K -310 -3%
CCM
239
Carlson Capital Management
Minnesota
$386K
VNA
240
Valley National Advisers
Pennsylvania
$385K +$1.34K +40 +0.4%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$382K -$2.96M -88,410 -89%
DTC
242
Davidson Trust Company
Washington
$379K -$19.9K -595 -5%
B
243
Bridgeworth
Alabama
$377K
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$377K +$367K +10,985 New
NEGWA
245
New England Guild Wealth Advisors
Connecticut
$373K
CWM
246
Collaborative Wealth Management
Florida
$371K +$361K +10,805 New
LNC
247
Lincoln National Corp
Pennsylvania
$369K +$1.67K +50 +0.5%
FM
248
Foster & Motley
Ohio
$367K -$7.19K -215 -2%
BPA
249
Beacon Pointe Advisors
California
$358K +$502 +15 +0.1%
SC
250
Scotia Capital
Ontario, Canada
$358K +$42.6K +1,275 +14%

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.