PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

409 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
6.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

1
RA
RFG Advisory
Alabama
+$31.2M
2
HCP
Holt Capital Partners
Texas
+$15.8M
3
Wells Fargo
Wells Fargo
California
+$13.5M
4
MWM
Merriman Wealth Management
Washington
+$10.9M
5
WBG
Wharton Business Group
Pennsylvania
+$8.14M

Top Sellers

1
SF
Summit Financial
New Jersey
-$14.4M
2
FA
Fermata Advisors
California
-$9.33M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.95M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
226
Welch Group
Alabama
$472K +$472K +15,225 New
PIA
227
Perennial Investment Advisors
California
$472K – – –
MCM
228
MAI Capital Management
Ohio
$466K +$14.9K +480 +3%
LNC
229
Lincoln National Corp
Pennsylvania
$453K +$2.17K +70 +0.5%
PCA
230
Personal Capital Advisors
California
$450K -$368K -11,855 -45%
HPC
231
HM Payson & Co
Maine
$448K – – –
VNA
232
Valley National Advisers
Pennsylvania
$440K – – –
FA
233
Fermata Advisors
California
$426K -$9.33M -300,315 -96%
PFP
234
Pinnacle Financial Partners
Tennessee
$421K – – –
BSW
235
Buckingham Strategic Wealth
Missouri
$417K -$291K -9,375 -41%
FM
236
Foster & Motley
Ohio
$414K -$1.55K -50 -0.4%
1WM
237
1900 Wealth Management
Texas
$406K – – –
SWP
238
Stratos Wealth Partners
Ohio
$400K +$151K +4,870 +61%
CFS
239
CRA Financial Services
New Jersey
$400K -$58.2K -1,875 -13%
BFC
240
Blue Fin Capital
Rhode Island
$398K – – –
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$398K – – –
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$397K – – –
TWP
243
Transparent Wealth Partners
Arkansas
$395K -$140K -4,525 -26%
OIA
244
OneDigital Investment Advisors
Kansas
$393K -$45.5K -1,465 -10%
IAS
245
Insigneo Advisory Services
Florida
$390K +$390K +12,565 New
CA
246
Continuum Advisory
Idaho
$388K +$6.36K +205 +2%
VWA
247
V Wealth Advisors
Kansas
$388K +$27.3K +880 +8%
CFB
248
Cullen/Frost Bankers
Texas
$388K – – –
CCA
249
Cobblestone Capital Advisors
New York
$382K – – –
WANY
250
Wealthspire Advisors (New York)
New York
$381K -$13.2K -425 -3%
8 9
10
11 12