PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

419 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
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
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

1
JAG
Journey Advisory Group
Kentucky
$11.6M
2
BWM
Baystate Wealth Management
Massachusetts
$94.9M
3
HHRDM
H&H Retirement Design & Management
Nevada
$3.17M
4
RA
RFG Advisory
Alabama
$132M
5
FZCM
Flynn Zito Capital Management
New York
$17.9M

Top Sellers

1
Invesco
Invesco
Georgia
$174M
2
MWM
Merriman Wealth Management
Washington
$0
3
PFO
Pathstone Family Office
New Jersey
$9.7M
4
CSIA
Charles Schwab Investment Advisory
California
$803M
5
PAG
Private Advisor Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$561K +$2.04K +65 +0.4%
CL
227
Choreo LLC
Illinois
$558K +$558K +17,795 New
GA
228
Geller Advisors
New York
$535K -$48.3K -1,540 -8%
SWM
229
Spire Wealth Management
Virginia
$498K +$377K +12,020 +311%
WWM
230
Western Wealth Management
Colorado
$496K +$314 +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 +$19.8K +630 +4%
WG
234
Welch Group
Alabama
$479K +$1.73K +55 +0.4%
PIA
235
Perennial Investment Advisors
California
$477K – – –
KeyBank National Association
236
KeyBank National Association
Ohio
$474K +$474K +15,130 New
CAM
237
Cresset Asset Management
Illinois
$469K -$99.1K -3,160 -17%
AWM
238
AE Wealth Management
Kansas
$468K +$111K +3,535 +31%
FM
239
Foster & Motley
Ohio
$464K +$45.6K +1,455 +11%
Empower Advisory Group
240
Empower Advisory Group
Colorado
$462K +$462K +14,660 New
LNC
241
Lincoln National Corp
Pennsylvania
$460K +$2.51K +80 +0.5%
HPC
242
HM Payson & Co
Maine
$453K – – –
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$449K +$47K +1,500 +12%
PFP
244
Pinnacle Financial Partners
Tennessee
$439K +$13K +415 +3%
LFG
245
Larson Financial Group
Missouri
$435K +$433K +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 +$414K +13,200 New
MCC
249
Money Concepts Capital
Florida
$413K +$408K +293,535 +9,032%
WANY
250
Wealthspire Advisors (New York)
New York
$412K +$27.4K +875 +7%
8 9
10
11 12