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Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
CPWM LLC
Washington
-$1.1M -46,865 Closed
OMC
327
Old Mission Capital
Illinois
-$903K -38,310 Closed
CCFM
328
Clear Creek Financial Management
Washington
-$362K -14,835 Closed
HCM
329
Horiko Capital Management
New York
-$348K -14,750 Closed
Wealthfront Advisers
330
Wealthfront Advisers
California
-$323K -13,720 Closed
VAG
331
VisionPoint Advisory Group
Texas
-$303K -13,065 Closed
PPA
332
Parametric Portfolio Associates
Washington
-$239K -10,155 Closed
LSA
333
L & S Advisors
California
-$236K -10,000 Closed
DWM
334
Dorchester Wealth Management
Quebec, Canada
-$220K -9,325 Closed
TA
335
Thor Advisors
New York
-$21K -870 Closed
CB
336
CNB Bank
Pennsylvania
-$17K -740 Closed
IA
337
IFP Advisors
Florida
-$18K -740 Closed
ACA
338
Aptus Capital Advisors
Alabama
-$15K -640 Closed
GSWM
339
Golden State Wealth Management
California
-$14K -595 Closed
KWA
340
KCS Wealth Advisory
California
-$13.8K -585 Closed
HS
341
Horan Securities
United States
-$9K -365 Closed
SWP
342
Strategic Wealth Partners
Ohio
-$6 -280 Closed
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
-$2K -100 Closed
RCG
344
Ruggie Capital Group
Florida
-$1K -30 Closed

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.