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Invesco FTSE RAFI US 1000 ETF
PRF

289 hedge funds and large institutions have $2.56B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

0.31% more ownership

Funds ownership: 335.26% → 335.57% (+0.31%)

0% more capital invested

Capital invested by funds: $2.55B → $2.56B (+$6.19M)

0% more funds holding

Funds holding: 289 → 289 (0)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

48% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 126

Holders
289
Holders Change
–
Holders Change %
0%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
22
Increased
65
Reduced
126
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Keebeck Wealth Management
Illinois
+$13.8M
2
RCA
Resonant Capital Advisors
Wisconsin
+$3.25M
3
USAA
United Services Automobile Association
Texas
+$3.21M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.47M
5
AAS
Avantax Advisory Services
Texas
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
3
GA
Geller Advisors
New York
-$24.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.3M
5
Bank of America
Bank of America
North Carolina
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
276
Vectors Research Management
New York
$14K – – –
CB
277
Community Bank
New York
$13K – – –
FMTCOCP
278
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
HS
279
Horan Securities
United States
$8K – – –
PCTC
280
Perkins Coie Trust Company
Washington
$8K – – –
PG
281
Proffitt & Goodson
Tennessee
$8K – – –
SIS
282
Sound Income Strategies
Florida
$7K – – –
BAM
283
Bellevue Asset Management
Washington
$7K +$2.06K +90 +44%
PA
284
Parallel Advisors
California
$6K -$114 -5 -2%
NIC
285
Northwest Investment Counselors
Oregon
$5K +$4.69K +205 New
APA
286
American Portfolios Advisors
New York
$3.3K – – –
NFG
287
Next Financial Group
Texas
$3K +$3.32K +145 New
LFG
288
LifePlan Financial Group
Ohio
$1K – – –
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$214 +$204K +8,910 New
FCA
290
FinTrust Capital Advisors
South Carolina
$7 -$45.8K -2,000 -87%
WOSD
291
WFA of San Diego
California
– -$3.81M -175,980 Closed
JWCA
292
J.W. Cole Advisors
Florida
– -$1.31M -60,565 Closed
MHS
293
M Holdings Securities
Oregon
– -$1.17M -53,835 Closed
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
– -$619K -28,595 Closed
CAG
295
Csenge Advisory Group
Florida
– -$482K -22,255 Closed
PCIG
296
Partners Capital Investment Group
Massachusetts
– -$399K -18,405 Closed
CFFP
297
Center for Financial Planning
Michigan
– -$378K -17,445 Closed
DIP
298
DT Investment Partners
Pennsylvania
– -$320K -14,750 Closed
WF
299
Welch & Forbes
Massachusetts
– -$298K -13,755 Closed
BF
300
BOK Financial
Oklahoma
– -$258K -11,930 Closed
9 10 11
12
13

PRF Hedge Fund Activity: Q3 2020 in Review

289 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2020, worth a combined $2.56B — up 0.24% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PRF positions and 19 closed out — a net gain of 3 holders — while 65 added to existing stakes and 126 trimmed.

The largest buyer was Keebeck Wealth Management, opening a new position worth an estimated $13.8M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 289 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.56B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2020, up 0.24% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2020 and 19 closed out, a net change of +3 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2020 was Keebeck Wealth Management, an estimated $13.8M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2020 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2020.