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Invesco FTSE RAFI US 1000 ETF
PRF

297 hedge funds and large institutions have $2.69B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 145 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.3% more ownership

Funds ownership: 343.21% → 349.52% (+6.3%)

8% less funds holding

Funds holding: 322 → 297 (-25)

22% less funds holding in top 10

Funds holding in top 10: 27 → 21 (-6)

30% less capital invested

Capital invested by funds: $3.86B → $2.69B (-$1.17B)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 145

Holders
297
Holders Change
-25
Holders Change %
-7.76%
% of All Funds
6.54%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.46%
New
22
Increased
66
Reduced
145
Closed
43
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
+$222K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$93.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$92.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$39.9M
4
WA
Waverly Advisors
Alabama
+$22.1M
5
CST
Charles Schwab Trust
Nevada
+$8.51M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$55.7M
2
Ameriprise
Ameriprise
Minnesota
-$55.2M
3
BWM
Baystate Wealth Management
Massachusetts
-$38.1M
4
RWM
Reston Wealth Management
Virginia
-$18.3M
5
AF
Allworth Financial
California
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
326
Raub Brock Capital Management
California
– -$231K -9,125 Closed
SFS
327
Summit Financial Strategies
Ohio
– -$229K -9,045 Closed
LA
328
LVW Advisors
New York
– -$223K -8,785 Closed
TFCP
329
Twin Focus Capital Partners
Massachusetts
– -$222K -8,760 Closed
ACP
330
Aveo Capital Partners
Colorado
– -$207K -8,155 Closed
TFGT
331
TS Financial Group (TSFG)
Illinois
– -$78K -3,085 Closed
CI
332
CX Institutional
Indiana
– -$60K -2,385 Closed
CFD
333
Creative Financial Designs
Indiana
– -$28K -1,080 Closed
HR
334
Howe & Rusling
New York
– -$27K -1,080 Closed
ACM
335
Allred Capital Management
Texas
– -$25.3K -1,000 Closed
APC
336
Aspire Private Capital
North Carolina
– -$10K -410 Closed
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
– -$5K -200 Closed
HWM
338
Howard Wealth Management
Connecticut
– -$4K -175 Closed
TCM
339
Tradewinds Capital Management
Washington
– -$4K -140 Closed
BRC
340
Bell Rock Capital
Delaware
– -$2K -80 Closed
10 11 12 13
14

PRF Hedge Fund Activity: Q1 2020 in Review

297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2020, worth a combined $2.69B — down 30% from $3.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PRF and 22 opened new positions — a net loss of 21 holders — while 145 trimmed existing stakes and 66 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $93.7M. The largest seller was LPL Financial, cutting an estimated $55.7M.

  • 297 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $2.69B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2020, down 30% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2020 and 43 closed out, a net change of -21 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $93.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2020 was LPL Financial, an estimated $55.7M sold.

Based on aggregated 13F filings for Q1 2020.