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Invesco FTSE RAFI US 1000 ETF
PRF

410 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$500M)

7.76% more ownership

Funds ownership: 338.63% → 346.39% (+7.8%)

5% more funds holding

Funds holding: 392 → 410 (+18)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
6.59%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$29.2M
2
HCP
Holt Capital Partners
Texas
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
MWM
Merriman Wealth Management
Washington
+$10.8M
5
WBG
Wharton Business Group
Pennsylvania
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$14.2M
2
FA
Fermata Advisors
California
-$9.24M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.88M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
276
Davidson Trust Company
Washington
$293K -$24.6K -800 -8%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$287K +$154 +5 +0.1%
SFS
278
Summit Financial Strategies
Ohio
$287K – – –
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$286K +$1.39K +45 +0.5%
CCM
280
Carlson Capital Management
Minnesota
$286K -$62.8K -2,040 -18%
ACA
281
Atlas Capital Advisors
Wyoming
$284K – – –
OPA
282
Old Port Advisors
Maine
$282K – – –
FA
283
Financial Alternatives
California
$280K +$278K +9,030 New
AWP
284
Abacus Wealth Partners
California
$279K – – –
PW
285
Peninsula Wealth
California
$279K – – –
EWA
286
EP Wealth Advisors
California
$277K +$275K +8,935 New
FNT
287
First Nebraska Trust
Nebraska
$277K – – –
GWS
288
Glassman Wealth Services
Virginia
$273K -$3.38K -110 -1%
SWA
289
Sightline Wealth Advisors
Connecticut
$271K +$1.39K +45 +0.5%
CWM
290
Cahaba Wealth Management
Georgia
$270K -$123K -4,005 -32%
TC
291
Telemus Capital
Michigan
$270K – – –
MIA
292
Milestone Investment Advisors
Wisconsin
$269K +$267K +8,670 New
SC
293
Steph & Co
Wisconsin
$266K +$6.77K +220 +3%
NG
294
NWK Group
California
$264K – – –
AWM
295
Aprio Wealth Management
Georgia
$252K -$2.15K -70 -0.9%
ACP
296
Aviance Capital Partners
Florida
$248K +$246K +7,980 New
CPIG
297
Chicago Partners Investment Group
Illinois
$247K – – –
MA
298
MBA Advisors
Pennsylvania
$243K -$10.5K -340 -4%
MSAM
299
Moloney Securities Asset Management
Missouri
$235K -$53.7K -1,745 -19%
AT
300
American Trust
Kentucky
$233K +$15.5K +505 +3%
10 11
12
13 14

PRF Hedge Fund Activity: Q4 2022 in Review

410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.

  • 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
  • Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.