We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

330 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

14% more capital invested

Capital invested by funds: $3.01B → $3.43B (+$427M)

4% more funds holding

Funds holding: 318 → 330 (+12)

1.9% more ownership

Funds ownership: 342.28% → 344.18% (+1.9%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 125

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $501K

Holders
330
Holders Change
+12
Holders Change %
+3.77%
% of All Funds
5.79%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
36
Increased
91
Reduced
125
Closed
19
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$754K

Top Buyers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
+$49.6M
2
RA
RFG Advisory
Alabama
+$22.9M
3
Bank of America
Bank of America
North Carolina
+$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.36M

Top Sellers

Rank Fund Capital Flow
1
BWM
Baystate Wealth Management
Massachusetts
-$27.6M
2
CSIA
Charles Schwab Investment Advisory
California
-$20.2M
3
USAA
United Services Automobile Association
Texas
-$13.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$13.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
276
Hanson & Doremus Investment Management
Vermont
$96K +$11.2K +390 +14%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$95K +$71.5K +2,490 +415%
PCA
278
Providence Capital Advisors
North Carolina
$89K +$41.5K +1,445 +96%
AWM
279
AllSquare Wealth Management
New York
$86K – – –
CMBA
280
C.M. Bidwell & Associates
Hawaii
$84K – – –
ACA
281
Atlas Capital Advisors
Wyoming
$81.5K – – –
BFEC
282
Benjamin F. Edwards & Company
Missouri
$74K +$69.9K +2,435 New
TAM
283
Townsend Asset Management
North Carolina
$63K – – –
WCAMG
284
Woodard & Company Asset Management Group
North Carolina
$61K – – –
TFS
285
TrustCore Financial Services
Tennessee
$60K – – –
BCM
286
Blume Capital Management
California
$56K – – –
BC
287
Belmont Capital
California
$53K – – –
AWM
288
Avior Wealth Management
Nebraska
$51K – – –
FFC
289
Fure Financial Corporation
Minnesota
$48K +$20.7K +720 +83%
MRC
290
Millburn Ridgefield Corp
New York
$46K -$2.73K -95 -6%
KTC
291
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
LB
292
Legacy Bridge
Iowa
$44K – – –
TIM
293
Tortoise Investment Management
New York
$43K – – –
BFG
294
Baron Financial Group
New Jersey
$40.2K – – –
QCG
295
Quadrant Capital Group
Ohio
$40K +$38K +1,325 New
RCM
296
Rain Capital Management
Oregon
$39K – – –
KFI
297
Key Financial Inc
Pennsylvania
$37K – – –
AF
298
Advisornet Financial
Minnesota
$36K – – –
APWA
299
Atlas Private Wealth Advisors
New Jersey
$36K – – –
KFS
300
Kelly Financial Services
Massachusetts
$35.2K +$144 +5 +0.4%
10 11
12
13 14

PRF Hedge Fund Activity: Q1 2021 in Review

330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2021, worth a combined $3.43B — up 14% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PRF positions and 19 closed out — a net gain of 17 holders — while 91 added to existing stakes and 125 trimmed.

The largest buyer was Linscomb Wealth, adding an estimated $49.6M. The largest seller was Baystate Wealth Management, cutting an estimated $27.6M.

  • 330 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2021, up from 318 in Q4 2020.
  • Funds reported $3.43B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 36 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2021 and 19 closed out, a net change of +17 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2021 was Linscomb Wealth, an estimated $49.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2021 was Baystate Wealth Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2021.