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Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
AllSquare Wealth Management
New York
$72K
HDIM
277
Hanson & Doremus Investment Management
Vermont
$68K +$365 +15 +0.6%
CI
278
CX Institutional
Indiana
$60K
MA
279
MUFG Americas
New York
$53K
EWM
280
Endurance Wealth Management
Rhode Island
$51K
RWA
281
Ropes Wealth Advisors
Massachusetts
$51K
WCAMG
282
Woodard & Company Asset Management Group
North Carolina
$51K +$48.7K +2,000 New
BCM
283
Blume Capital Management
California
$46K
BC
284
Belmont Capital
California
$44K +$42.6K +1,750 New
AWM
285
Avior Wealth Management
Nebraska
$43K
CIAS
286
Capital Investment Advisory Services
North Carolina
$40K +$9.74K +400 +34%
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$39K
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$38K
HGWM
289
Harvest Group Wealth Management
Massachusetts
$31K
WCG
290
Weaver Consulting Group
California
$30K
CFD
291
Creative Financial Designs
Indiana
$28K -$13.2K -540 -33%
CTB
292
Country Trust Bank
Illinois
$28K
HR
293
Howe & Rusling
New York
$27K +$26.3K +1,080 New
ACM
294
Allred Capital Management
Texas
$25.3K +$24.4K +1,000 New
MA
295
MCF Advisors
Kentucky
$25K
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$22K -$18.3K -750 -47%
TIM
297
Tortoise Investment Management
New York
$22K
JP Morgan Chase
298
JP Morgan Chase
New York
$19K +$7.55K +310 +70%
EI
299
Ellevest Inc
New York
$17K
TPWA
300
TRUE Private Wealth Advisors
Oregon
$16K +$15.6K +640 New

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.