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Invesco FTSE RAFI US 1000 ETF
PRF

487 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 130

10% more capital invested

Capital invested by funds: $4.68B → $5.13B (+$454M)

2% more funds holding

Funds holding: 479 → 487 (+8)

1.04% more ownership

Funds ownership: 68.51% → 69.56% (+1%)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-1)

Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
6.99%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
40
Increased
148
Reduced
130
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.7M
2
HCP
Holt Capital Partners
Texas
+$17.4M
3
RA
RFG Advisory
Alabama
+$15.9M
4
GAG
Goodman Advisory Group
Massachusetts
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$12M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.44M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.28M
3
Charles Schwab
Charles Schwab
California
-$4.69M
4
WA
Waverly Advisors
Alabama
-$4.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
251
Sandbox Financial Partners
Maryland
$505K +$1.37K +35 +0.3%
ECM
252
Evergreen Capital Management
Washington
$503K – – –
SIA
253
Schechter Investment Advisors
Michigan
$501K – – –
CCA
254
Cobblestone Capital Advisors
New York
$500K – – –
EWM
255
Elevatus Welath Management
New York
$497K +$480K +12,235 New
RSWA
256
Robinson Smith Wealth Advisors
Maine
$495K – – –
BB
257
Busey Bank
Illinois
$490K – – –
CA
258
Clearstead Advisors
Ohio
$487K +$39 +1 +0%
SHF
259
Stage Harbor Financial
Massachusetts
$484K – – –
T
260
TrueFG
Texas
$484K – – –
VNA
261
Valley National Advisers
Pennsylvania
$459K – – –
CWS
262
Confluence Wealth Services
Pennsylvania
$459K -$549 -14 -0.1%
FTDI
263
First Trust Direct Indexing
Massachusetts
$450K – – –
LWM
264
LJI Wealth Management
Indiana
$447K – – –
CCG
265
Cypress Capital Group
Florida
$447K +$431K +11,000 New
WAM
266
Weatherly Asset Management
California
$444K – – –
CWM
267
Connecticut Wealth Management
Connecticut
$441K – – –
RJT
268
Raymond James Trust
Florida
$440K – – –
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$440K – – –
MFA
270
Morling Financial Advisors
California
$440K – – –
SC
271
Scotia Capital
Ontario, Canada
$437K +$6.71K +171 +2%
CFP
272
Catalyst Financial Partners
Massachusetts
$434K -$24.7K -629 -6%
IF
273
Intrua Financial
Texas
$432K +$145K +3,696 +53%
KPWS
274
Kestra Private Wealth Services
Texas
$430K +$42.6K +1,087 +11%
DDPIC
275
Deroy & Devereaux Private Investment Counsel
Michigan
$427K +$412K +10,502 New
9 10
11
12 13

PRF Hedge Fund Activity: Q3 2024 in Review

487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2024, worth a combined $5.13B — up 9.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PRF positions and 25 closed out — a net gain of 15 holders — while 148 added to existing stakes and 130 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $52.7M. The largest seller was Focus Partners Wealth, cutting an estimated $9.44M.

  • 487 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2024, up from 479 in Q2 2024.
  • Funds reported $5.13B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 40 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2024 and 25 closed out, a net change of +15 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $52.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2024.