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Invesco FTSE RAFI US 1000 ETF
PRF

464 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more call options, than puts

Call options by funds: $67K | Put options by funds: $7K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $4.14B → $4.7B (+$562M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

8% more funds holding

Funds holding: 429 → 464 (+35)

2.01% more ownership

Funds ownership: 70.28% → 72.29% (+2%)

32% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 166

Holders
464
Holders Change
+35
Holders Change %
+8.16%
% of All Funds
6.76%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
60
Increased
113
Reduced
166
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$70.7M
2
Bank of America
Bank of America
North Carolina
+$43.1M
3
SI
Saxon Interests
Texas
+$15.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M
5
CSIA
Charles Schwab Investment Advisory
California
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$50.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.15M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.99M
5
ME
McIlrath & Eck
Washington
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
226
MAI Capital Management
Ohio
$636K +$69.4K +2,118 +13%
BJL
227
Brighton Jones LLC
Washington
$636K +$2.06K +63 +0.3%
WP
228
WealthPLAN Partners
Nebraska
$633K -$72.6K -2,216 -11%
GC
229
Gratus Capital
Georgia
$621K +$16.2K +495 +3%
Empower Advisory Group
230
Empower Advisory Group
Colorado
$607K +$64.2K +1,960 +13%
WWM
231
Western Wealth Management
Colorado
$594K +$41.7K +1,271 +8%
SWM
232
Spire Wealth Management
Virginia
$585K +$34.2K +1,044 +7%
Brown Advisory
233
Brown Advisory
Maryland
$565K – – –
WCWM
234
Willow Creek Wealth Management
California
$556K – – –
PWA
235
Pillar Wealth Advisors
Pennsylvania
$555K – – –
ACP
236
Aveo Capital Partners
Colorado
$543K -$33.7K -1,028 -6%
FFO
237
Fortitude Family Office
Arizona
$538K +$501K +15,290 New
PIA
238
Perennial Investment Advisors
California
$535K – – –
QWM
239
Quadcap Wealth Management
Texas
$528K +$492K +15,000 New
LFG
240
Larson Financial Group
Missouri
$526K -$17.7K -539 -3%
LSA
241
Lion Street Advisors
Texas
$520K -$89.8K -2,740 -16%
GA
242
GSG Advisors
New Jersey
$514K – – –
TCBWMS
243
Texas Capital Bank Wealth Management Services
Texas
$512K -$10.2K -310 -2%
FM
244
Foster & Motley
Ohio
$510K -$9.31K -284 -2%
BSW
245
Buckingham Strategic Wealth
Missouri
$509K +$35.9K +1,094 +8%
IWC
246
Integrated Wealth Concepts
Massachusetts
$507K +$87K +2,655 +23%
FCM
247
Firestone Capital Management
Florida
$502K – – –
RFC
248
Regions Financial Corp
Alabama
$499K +$107K +3,275 +30%
GA
249
Geller Advisors
New York
$489K – – –
B
250
Bridgeworth
Alabama
$483K – – –
8 9
10
11 12

PRF Hedge Fund Activity: Q4 2023 in Review

464 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2023, worth a combined $4.7B — up 14% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PRF positions and 16 closed out — a net gain of 44 holders — while 113 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.7M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 464 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2023, up from 429 in Q3 2023.
  • Funds reported $4.7B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 60 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $70.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2023 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2023.