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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
MGIA
301
Moneta Group Investment Advisors
Missouri
$203K +$198K +5,910 New
BWA
302
BDO Wealth Advisors
Florida
$191K
BCV
303
Banque Cantonale Vaudoise
Switzerland
$182K -$9.7K -290 -5%
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$177K +$76.4K +2,285 +80%
HC
305
Hoese & Co
Minnesota
$172K
GI
306
GS Investments
Minnesota
$165K
SCA
307
Sandy Cove Advisors
Massachusetts
$162K +$158K +4,715 New
GLLW
308
Graves Light Lenhart Wealth
Virginia
$160K
CA
309
Crewe Advisors
Utah
$159K
PCFFS
310
Pacific Center for Financial Services
California
$155K +$167 +5 +0.1%
CCP
311
Clarkston Capital Partners
Michigan
$153K +$17.6K +525 +13%
WB
312
Webster Bank
Connecticut
$143K
CA
313
Clearstead Advisors
Ohio
$136K
APA
314
American Portfolios Advisors
New York
$136K +$111K +3,315 +514%
FPFS
315
First Personal Financial Services
North Carolina
$120K
BL
316
Balentine LLC
Georgia
$111K
HDIM
317
Hanson & Doremus Investment Management
Vermont
$109K +$334 +10 +0.3%
AWM
318
AllSquare Wealth Management
New York
$98K
AAP
319
Arax Advisory Partners
Colorado
$94K
ACA
320
Atlas Capital Advisors
Wyoming
$88K
BFEC
321
Benjamin F. Edwards & Company
Missouri
$84K
CCM
322
Chilton Capital Management
Texas
$79K +$76.9K +2,300 New
SBL
323
Sargent Bickham Lagudis
Colorado
$76K
TCWA
324
Ten Capital Wealth Advisors
Washington
$74K
TAM
325
Townsend Asset Management
North Carolina
$71K

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.