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Invesco FTSE RAFI US 1000 ETF
PRF

464 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more call options, than puts

Call options by funds: $67K | Put options by funds: $7K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $4.14B → $4.7B (+$562M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

8% more funds holding

Funds holding: 429 → 464 (+35)

2.01% more ownership

Funds ownership: 70.28% → 72.29% (+2%)

32% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 166

Holders
464
Holders Change
+35
Holders Change %
+8.16%
% of All Funds
6.76%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
60
Increased
113
Reduced
166
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$70.7M
2
Bank of America
Bank of America
North Carolina
+$43.1M
3
SI
Saxon Interests
Texas
+$15.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M
5
CSIA
Charles Schwab Investment Advisory
California
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$50.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.15M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.99M
5
ME
McIlrath & Eck
Washington
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
276
Roundview Capital
New Jersey
$365K -$1.54K -47 -0.5%
VHAM
277
Van Hulzen Asset Management
California
$358K +$918 +28 +0.3%
Jane Street
278
Jane Street
New York
$352K +$328K +10,000 New
CA
279
Continuum Advisory
Idaho
$350K -$13.7K -417 -4%
ARC
280
Advisor Resource Council
Texas
$349K +$325K +9,918 New
SSC
281
Syverson Strege & Co
Iowa
$349K +$492 +15 +0.2%
IAS
282
Insigneo Advisory Services
Florida
$344K – – –
MG
283
Mather Group
Illinois
$339K -$25.3K -771 -7%
CWS
284
Confluence Wealth Services
Pennsylvania
$337K – – –
SQA
285
Simon Quick Advisors
New Jersey
$335K +$1.48K +45 +0.5%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$334K – – –
SIC
287
Salem Investment Counselors
North Carolina
$327K – – –
SFS
288
Summit Financial Strategies
Ohio
$325K – – –
CCM
289
Carlson Capital Management
Minnesota
$324K – – –
DTC
290
Davidson Trust Company
Washington
$324K +$41.9K +1,279 +16%
GCP
291
GSA Capital Partners
United Kingdom
$320K +$298K +9,082 New
AWS
292
Atria Wealth Solutions
New York
$320K +$6.2K +189 +2%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$318K -$8.03K -245 -3%
AWP
294
Abacus Wealth Partners
California
$317K – – –
PW
295
Peninsula Wealth
California
$317K – – –
TWM
296
Tradition Wealth Management
Minnesota
$316K – – –
SWA
297
Sightline Wealth Advisors
Connecticut
$313K +$1.48K +45 +0.5%
GWS
298
Glassman Wealth Services
Virginia
$313K – – –
HPC
299
HM Payson & Co
Maine
$306K -$188K -5,740 -40%
CWM
300
Cahaba Wealth Management
Georgia
$306K -$5.41K -165 -2%
10 11
12
13 14

PRF Hedge Fund Activity: Q4 2023 in Review

464 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2023, worth a combined $4.7B — up 14% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PRF positions and 16 closed out — a net gain of 44 holders — while 113 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.7M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 464 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2023, up from 429 in Q3 2023.
  • Funds reported $4.7B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 60 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $70.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2023 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2023.