We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

330 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

14% more capital invested

Capital invested by funds: $3.01B → $3.43B (+$427M)

4% more funds holding

Funds holding: 318 → 330 (+12)

1.9% more ownership

Funds ownership: 342.28% → 344.18% (+1.9%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 125

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $501K

Holders
330
Holders Change
+12
Holders Change %
+3.77%
% of All Funds
5.79%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
36
Increased
91
Reduced
125
Closed
19
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$754K

Top Buyers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
+$49.6M
2
RA
RFG Advisory
Alabama
+$22.9M
3
Bank of America
Bank of America
North Carolina
+$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.36M

Top Sellers

Rank Fund Capital Flow
1
BWM
Baystate Wealth Management
Massachusetts
-$27.6M
2
CSIA
Charles Schwab Investment Advisory
California
-$20.2M
3
USAA
United Services Automobile Association
Texas
-$13.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$13.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
326
FinTrust Capital Advisors
South Carolina
$3K -$6.46K -225 -73%
GIA
327
Goodwin Investment Advisory
Georgia
$1K +$1.15K +40 New
1WM
328
1900 Wealth Management
Texas
$329 – – –
MA
329
MBA Advisors
Pennsylvania
$261 +$247K +8,590 New
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
– -$4.61M -173,010 Closed
Citadel Advisors
331
Citadel Advisors
Florida
– -$3.28M -123,110 Closed
Jane Street
332
Jane Street
New York
– -$2.09M -78,620 Closed
CS
333
Credit Suisse
Switzerland
– -$1.25M -46,850 Closed
TRCT
334
Tower Research Capital (TRC)
New York
– -$487K -16,970 -100%
TSS
335
Two Sigma Securities
New York
– -$395K -14,820 Closed
LNWWM
336
Laird Norton Wetherby Wealth Management
California
– -$375K -14,070 Closed
BJL
337
Brighton Jones LLC
Washington
– -$350K -13,125 Closed
CH
338
Canton Hathaway
Rhode Island
– -$322K -12,100 Closed
PCMC
339
Private Capital Management (Colorado)
Colorado
– -$302K -11,420 Closed
AWM
340
AE Wealth Management
Kansas
– -$298K -11,185 Closed
MCM
341
Manchester Capital Management
Vermont
– -$191K -7,155 Closed
RWA
342
Ropes Wealth Advisors
Massachusetts
– -$53K -2,000 Closed
HGWM
343
Harvest Group Wealth Management
Massachusetts
– -$33K -1,250 Closed
PFBT
344
Parkside Financial Bank & Trust
Missouri
– -$33K -1,220 Closed
FCH
345
Freestone Capital Holdings
Washington
– -$30.2K -1,135 Closed
TPWA
346
TRUE Private Wealth Advisors
Oregon
– -$17K -640 Closed
FMTCOCP
347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$15K -580 Closed
BAM
348
Bellevue Asset Management
Washington
– -$3K -125 Closed
LJHT
349
Laurie J. Hall Trustee
– -$1K -20 Closed
SCA
350
Stonebridge Capital Advisors
Minnesota
– +$287 +10 New
10 11 12 13
14

PRF Hedge Fund Activity: Q1 2021 in Review

330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2021, worth a combined $3.43B — up 14% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PRF positions and 19 closed out — a net gain of 17 holders — while 91 added to existing stakes and 125 trimmed.

The largest buyer was Linscomb Wealth, adding an estimated $49.6M. The largest seller was Baystate Wealth Management, cutting an estimated $27.6M.

  • 330 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2021, up from 318 in Q4 2020.
  • Funds reported $3.43B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 36 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2021 and 19 closed out, a net change of +17 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2021 was Linscomb Wealth, an estimated $49.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2021 was Baystate Wealth Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2021.