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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
WCAMG
326
Woodard & Company Asset Management Group
North Carolina
$69K
TFS
327
TrustCore Financial Services
Tennessee
$68K
UB
328
UMB Bank
Missouri
$66K +$64.4K +1,925 New
NL
329
NVWM LLC
Pennsylvania
$65K
BCM
330
Blume Capital Management
California
$63K
TC
331
TAP Consulting
Missouri
$62K +$60.7K +1,815 New
BC
332
Belmont Capital
California
$60K
MAM
333
Meeder Asset Management
Ohio
$59K +$1.34K +40 +2%
AWM
334
Avior Wealth Management
Nebraska
$58K
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$52K
PCA
336
Providence Capital Advisors
North Carolina
$52K
LB
337
Legacy Bridge
Iowa
$50K
LWA
338
Lenox Wealth Advisors
New York
$50K
TIM
339
Tortoise Investment Management
New York
$49K
RDIA
340
RE Dickinson Investment Advisors
Iowa
$47K +$45.5K +1,360 New
SFM
341
Signet Financial Management
New Jersey
$47K +$46K +1,375 New
RCM
342
Rain Capital Management
Oregon
$45K +$167 +5 +0.4%
IAG
343
Investmark Advisory Group
Connecticut
$45K +$44.1K +1,320 New
AW
344
Avion Wealth
Texas
$42K
KFI
345
Key Financial Inc
Pennsylvania
$41K
JWBC
346
John W. Brooker & Co
California
$39K
AF
347
Advisornet Financial
Minnesota
$38K
PA
348
Parallel Advisors
California
$38K +$11.4K +340 +45%
SC
349
SouthState Corp
Florida
$36K +$34.9K +1,045 New
CSWM
350
Cassady Schiller Wealth Management
Ohio
$31K +$30.6K +915 New

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.