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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$270K
RWM
277
Ritholtz Wealth Management
New York
$270K
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$266K
DY
279
Dowling & Yahnke
California
$262K +$19.6K +585 +8%
CCA
280
Clearwater Capital Advisors
Illinois
$259K -$6.69K -200 -3%
BWA
281
Burt Wealth Advisors
Maryland
$259K
LRIA
282
Leonard Rickey Investment Advisors
Washington
$259K +$13.2K +395 +6%
OPS
283
Orion Portfolio Solutions
Nebraska
$256K +$10.4K +310 +4%
CPIG
284
Chicago Partners Investment Group
Illinois
$252K -$414K -12,385 -62%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$249K +$243K +7,260 New
ICG
286
InterOcean Capital Group
Tennessee
$237K -$669 -20 -0.3%
CMP
287
Courage Miller Partners
Virginia
$235K
MAG
288
Mayfair Advisory Group
Alabama
$234K +$3.51K +105 +2%
MMPW
289
Mitchell McLeod Pugh & Williams
Alabama
$224K -$7.02K -210 -3%
Franklin Resources
290
Franklin Resources
California
$221K +$216K +6,450 New
AWP
291
Abacus Wealth Partners
California
$218K
IWC
292
Integrated Wealth Concepts
Massachusetts
$214K -$10.7K -320 -5%
IA
293
IFG Advisory
Georgia
$214K +$209K +6,255 New
BDF
294
Balasa Dinverno & Foltz
$213K +$207K +6,190 New
FWP
295
FAS Wealth Partners
Kansas
$209K
LWP
296
Laurel Wealth Planning
Minnesota
$208K -$39.8K -1,190 -16%
AFG
297
Allegheny Financial Group
Pennsylvania
$208K +$202K +6,045 New
TCOT
298
Trust Company of Toledo
Ohio
$206K +$201K +6,000 New
BRWA
299
B. Riley Wealth Advisors
Florida
$204K +$198K +5,920 New
JIC
300
Johnson Investment Counsel
Ohio
$203K -$33.4K -1,000 -14%

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.