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Invesco FTSE RAFI US 1000 ETF
PRF

410 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

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$500M)

7.76% more ownership

Funds ownership: 338.63% → 346.39% (+7.8%)

5% more funds holding

Funds holding: 392 → 410 (+18)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
6.59%
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

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$29.2M
2
HCP
Holt Capital Partners
Texas
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
MWM
Merriman Wealth Management
Washington
+$10.8M
5
WBG
Wharton Business Group
Pennsylvania
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$14.2M
2
FA
Fermata Advisors
California
-$9.24M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.88M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
226
Welch Group
Alabama
$472K +$468K +15,225 New
PIA
227
Perennial Investment Advisors
California
$472K – – –
MCM
228
MAI Capital Management
Ohio
$466K +$14.8K +480 +3%
LNC
229
Lincoln National Corp
Pennsylvania
$453K +$2.15K +70 +0.5%
PCA
230
Personal Capital Advisors
California
$450K -$365K -11,855 -45%
HPC
231
HM Payson & Co
Maine
$448K – – –
VNA
232
Valley National Advisers
Pennsylvania
$440K – – –
FA
233
Fermata Advisors
California
$426K -$9.24M -300,315 -96%
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$421K – – –
BSW
235
Buckingham Strategic Wealth
Missouri
$417K -$288K -9,375 -41%
FM
236
Foster & Motley
Ohio
$414K -$1.54K -50 -0.4%
1WM
237
1900 Wealth Management
Texas
$406K – – –
SWP
238
Stratos Wealth Partners
Ohio
$400K +$150K +4,870 +61%
CFS
239
CRA Financial Services
New Jersey
$400K -$57.7K -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 -$139K -4,525 -26%
OIA
244
OneDigital Investment Advisors
Kansas
$393K -$45.1K -1,465 -10%
IAS
245
Insigneo Advisory Services
Florida
$390K +$387K +12,565 New
CA
246
Continuum Advisory
Idaho
$388K +$6.31K +205 +2%
VWA
247
V Wealth Advisors
Kansas
$388K +$27.1K +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 -$13.1K -425 -3%
8 9
10
11 12

PRF Hedge Fund Activity: Q4 2022 in Review

410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.

  • 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
  • Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.