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Invesco FTSE RAFI US 1000 ETF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289318 (+29)

6.71% more ownership

Funds ownership: 335.57%342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
LW
251
Linscomb Wealth
Texas
$203K +$189K +7,605 New
EWA
252
EP Wealth Advisors
California
$202K +$189K +7,580 New
FWP
253
FAS Wealth Partners
Kansas
$196K
MCM
254
Manchester Capital Management
Vermont
$191K
WB
255
Webster Bank
Connecticut
$179K -$36.4K -1,460 -18%
CA
256
Clearstead Advisors
Ohio
$157K
SBL
257
Sargent Bickham Lagudis
Colorado
$143K -$12.5K -500 -9%
BlackRock
258
BlackRock
New York
$141K +$747 +30 +0.6%
Citigroup
259
Citigroup
New York
$134K +$53.2K +2,135 +73%
CA
260
Crewe Advisors
Utah
$124K
GI
261
GS Investments
Minnesota
$124K
GLLW
262
Graves Light Lenhart Wealth
Virginia
$124K +$116K +4,660 New
PCFFS
263
Pacific Center for Financial Services
California
$119K -$14.8K -595 -12%
FPFS
264
First Personal Financial Services
North Carolina
$108K -$32.4K -1,300 -24%
VFA
265
Valeo Financial Advisors
Indiana
$97K +$39.7K +1,595 +79%
FCMT
266
Founders Capital Management (Texas)
Texas
$93K +$87.2K +3,500 New
AWM
267
AllSquare Wealth Management
New York
$76K
HDIM
268
Hanson & Doremus Investment Management
Vermont
$74K +$374 +15 +0.5%
CMBA
269
C.M. Bidwell & Associates
Hawaii
$74K +$13.4K +540 +24%
AAP
270
Arax Advisory Partners
Colorado
$73K
ACA
271
Atlas Capital Advisors
Wyoming
$71.6K +$66.9K +2,685 New
BWA
272
BDO Wealth Advisors
Florida
$64K
TAM
273
Townsend Asset Management
North Carolina
$55K
PA
274
Parallel Advisors
California
$54K +$44K +1,765 +630%
RWA
275
Ropes Wealth Advisors
Massachusetts
$53K

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.