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Invesco FTSE RAFI US 1000 ETF
PRF

479 hedge funds and large institutions have $4.68B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 133 increasing their positions, 142 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

6% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 142

1% less funds holding

Funds holding: 485 → 479 (-6)

2.41% less ownership

Funds ownership: 70.93% → 68.51% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

5% less capital invested

Capital invested by funds: $4.95B → $4.68B (-$271M)

Holders
479
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
30
Increased
133
Reduced
142
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$896M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.74M
3
RA
RFG Advisory
Alabama
+$5.64M
4
Wells Fargo
Wells Fargo
California
+$4.56M
5
EFS
Essex Financial Services
Connecticut
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$48.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$29.4M
3
ME
McIlrath & Eck
Washington
-$18M
4
HCP
Holt Capital Partners
Texas
-$17.9M
5
Ameriprise
Ameriprise
Minnesota
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
276
Syverson Strege & Co
Iowa
$372K +$490 +13 +0.1%
SQA
277
Simon Quick Advisors
New Jersey
$364K +$1.51K +40 +0.4%
KPWS
278
Kestra Private Wealth Services
Texas
$360K -$103K -2,720 -22%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$360K – – –
SFS
280
Summit Financial Strategies
Ohio
$351K – – –
PW
281
Peninsula Wealth
California
$350K – – –
AWS
282
Atria Wealth Solutions
New York
$347K +$1.24K +33 +0.4%
AWP
283
Abacus Wealth Partners
California
$342K – – –
SWA
284
Sightline Wealth Advisors
Connecticut
$341K +$1.55K +41 +0.5%
TWM
285
Tradition Wealth Management
Minnesota
$341K – – –
GWS
286
Glassman Wealth Services
Virginia
$338K – – –
AWM
287
Aprio Wealth Management
Georgia
$336K – – –
SIC
288
Salem Investment Counselors
North Carolina
$334K -$18.9K -500 -5%
HPC
289
HM Payson & Co
Maine
$330K – – –
IAS
290
Insigneo Advisory Services
Florida
$329K +$37.7K +1,001 +13%
FA
291
Financial Alternatives
California
$328K – – –
ECM
292
Exchange Capital Management
Michigan
$326K – – –
NG
293
NWK Group
California
$323K – – –
CWM
294
Cahaba Wealth Management
Georgia
$320K – – –
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$320K – – –
CPIG
296
Chicago Partners Investment Group
Illinois
$319K +$22.1K +586 +8%
SC
297
Steph & Co
Wisconsin
$318K – – –
FNT
298
First Nebraska Trust
Nebraska
$315K – – –
RPGK
299
Retirement Planning Group (Kansas)
Kansas
$313K – – –
CA
300
Claro Advisors
Massachusetts
$312K – – –
10 11
12
13 14

PRF Hedge Fund Activity: Q2 2024 in Review

479 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2024, worth a combined $4.68B — down 5.5% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PRF positions and 29 closed out — a net gain of 1 holder — while 133 added to existing stakes and 142 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $896M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $48.2M sold.

  • 479 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2024, down from 485 in Q1 2024.
  • Funds reported $4.68B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 30 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2024 and 29 closed out, a net change of +1 holder.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2024 was Charles Schwab, an estimated $896M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2024.