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Invesco FTSE RAFI US 1000 ETF
PRF

420 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,634% more call options, than puts

Call options by funds: $815K | Put options by funds: $47K

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

2.63% more ownership

Funds ownership: 346.39% → 349.02% (+2.6%)

2% more funds holding

Funds holding: 410 → 420 (+10)

3% less capital invested

Capital invested by funds: $4.06B → $3.96B (-$107M)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

11% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 131

Holders
420
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.69%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K

Top Buyers

Rank Fund Capital Flow
1
CL
COWA LLC
Oklahoma
+$60.5M
2
JAG
Journey Advisory Group
Kentucky
+$11.7M
3
MCC
Money Concepts Capital
Florida
+$9.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.65M
5
BWM
Baystate Wealth Management
Massachusetts
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$14.7M
2
MWM
Merriman Wealth Management
Washington
-$10.9M
3
PFO
Pathstone Family Office
New Jersey
-$10.6M
4
CSIA
Charles Schwab Investment Advisory
California
-$6.18M
5
PAG
Private Advisor Group
New Jersey
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$561K +$2.06K +65 +0.4%
CL
227
Choreo LLC
Illinois
$558K +$564K +17,795 New
GA
228
Geller Advisors
New York
$535K -$48.8K -1,540 -8%
SWM
229
Spire Wealth Management
Virginia
$498K +$381K +12,020 +311%
WWM
230
Western Wealth Management
Colorado
$496K +$317 +10 +0.1%
WCWM
231
Willow Creek Wealth Management
California
$496K – – –
PWA
232
Pillar Wealth Advisors
Pennsylvania
$494K – – –
MCM
233
MAI Capital Management
Ohio
$490K +$20K +630 +4%
WG
234
Welch Group
Alabama
$479K +$1.74K +55 +0.4%
PIA
235
Perennial Investment Advisors
California
$477K – – –
KeyBank National Association
236
KeyBank National Association
Ohio
$474K +$479K +15,130 New
CAM
237
Cresset Asset Management
Illinois
$469K -$100K -3,160 -17%
AWM
238
AE Wealth Management
Kansas
$468K +$112K +3,535 +31%
FM
239
Foster & Motley
Ohio
$464K +$46.1K +1,455 +11%
Empower Advisory Group
240
Empower Advisory Group
Colorado
$462K +$465K +14,660 New
LNC
241
Lincoln National Corp
Pennsylvania
$460K +$2.54K +80 +0.5%
HPC
242
HM Payson & Co
Maine
$453K – – –
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$449K +$47.5K +1,500 +12%
PFPT
244
Pinnacle Financial Partners (Tennessee)
Tennessee
$439K +$13.2K +415 +3%
LFG
245
Larson Financial Group
Missouri
$435K +$438K +13,820 +30,711%
VNA
246
Valley National Advisers
Pennsylvania
$433K – – –
BSW
247
Buckingham Strategic Wealth
Missouri
$417K – – –
FPAS
248
Focus Partners Advisor Solutions
Missouri
$414K +$418K +13,200 New
MCC
249
Money Concepts Capital
Florida
$413K +$9.3M +293,535 +9,032%
WANY
250
Wealthspire Advisors (New York)
New York
$412K +$27.7K +875 +7%
8 9
10
11 12

PRF Hedge Fund Activity: Q1 2023 in Review

420 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2023, worth a combined $3.96B — down 2.6% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PRF positions and 25 closed out — a net gain of 18 holders — while 116 added to existing stakes and 131 trimmed.

The largest buyer was COWA LLC, adding an estimated $60.5M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 420 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2023, up from 410 in Q4 2022.
  • Funds reported $3.96B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 43 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2023 and 25 closed out, a net change of +18 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2023 was COWA LLC, an estimated $60.5M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2023 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2023.