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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
PFPT
251
Pinnacle Financial Partners (Tennessee)
Tennessee
$480K -$11.8K -361 -3%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$473K +$440K +13,434 New
T
253
TrueFG
Texas
$464K – – –
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$464K +$393 +12 +0.1%
CFS
255
CRA Financial Services
New Jersey
$452K -$1.64K -50 -0.4%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$451K – – –
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$446K – – –
ECM
258
Evergreen Capital Management
Washington
$436K -$46.9K -1,432 -10%
SFP
259
Sandbox Financial Partners
Maryland
$434K +$1.28K +39 +0.3%
CCA
260
Cobblestone Capital Advisors
New York
$433K – – –
RSWA
261
Robinson Smith Wealth Advisors
Maine
$429K +$400K +12,193 New
KPWS
262
Kestra Private Wealth Services
Texas
$426K +$397K +12,108 New
BB
263
Busey Bank
Illinois
$424K – – –
Bank of New York Mellon
264
Bank of New York Mellon
New York
$419K +$39.8K +1,215 +11%
SHF
265
Stage Harbor Financial
Massachusetts
$417K +$388K +11,846 New
EWA
266
EP Wealth Advisors
California
$412K -$126K -3,842 -25%
WG
267
Welch Group
Alabama
$401K +$53.8K +1,640 +17%
VNA
268
Valley National Advisers
Pennsylvania
$397K -$78.3K -2,390 -17%
SIA
269
Schechter Investment Advisors
Michigan
$392K – – –
USCWA
270
U.S. Capital Wealth Advisors
Texas
$387K +$32.9K +1,005 +10%
LWM
271
LJI Wealth Management
Indiana
$387K – – –
WAM
272
Weatherly Asset Management
California
$385K – – –
CWM
273
Connecticut Wealth Management
Connecticut
$382K – – –
1WM
274
1900 Wealth Management
Texas
$382K – – –
BFC
275
Blue Fin Capital
Rhode Island
$369K -$4.23K -129 -1%
9 10
11
12 13

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.