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Invesco FTSE RAFI US 1000 ETF
PRF

410 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$500M)

7.76% more ownership

Funds ownership: 338.63% → 346.39% (+7.8%)

5% more funds holding

Funds holding: 392 → 410 (+18)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
6.59%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$29.2M
2
HCP
Holt Capital Partners
Texas
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
MWM
Merriman Wealth Management
Washington
+$10.8M
5
WBG
Wharton Business Group
Pennsylvania
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$14.2M
2
FA
Fermata Advisors
California
-$9.24M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.88M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$120K +$615 +20 +0.5%
BTI
327
Blue Trust Inc
Georgia
$110K +$122K +3,975 New
WAM
328
Worth Asset Management
Texas
$109K – – –
DJSG
329
D.J. St. Germain
Massachusetts
$108K +$107K +3,475 New
EWA
330
EverSource Wealth Advisors
Alabama
$101K – – –
HDIM
331
Hanson & Doremus Investment Management
Vermont
$101K +$462 +15 +0.5%
MCC
332
Money Concepts Capital
Florida
$101K +$100K +3,250 New
VF
333
VitalStone Financial
Texas
$94K +$93.7K +3,045 New
AF
334
Advisornet Financial
Minnesota
$91.8K +$154 +5 +0.2%
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$91.5K +$31.4K +1,020 +53%
FPFS
336
First Personal Financial Services
North Carolina
$90.6K – – –
LAM
337
Lakewood Asset Management
Illinois
$90K +$89.2K +2,900 New
PAI
338
Pittenger & Anderson Inc
Nebraska
$77.6K – – –
BFEC
339
Benjamin F. Edwards & Company
Missouri
$76K – – –
TCWA
340
Ten Capital Wealth Advisors
Washington
$67K – – –
AWM
341
Avior Wealth Management
Nebraska
$66.7K – – –
AWM
342
AllSquare Wealth Management
New York
$65.2K – – –
GIA
343
GHP Investment Advisors
Colorado
$65K – – –
HIA
344
Harbor Investment Advisory
Maryland
$63.3K – – –
BCWM
345
Bartlett & Co Wealth Management
Ohio
$62.4K +$18.2K +590 +42%
WCAMG
346
Woodard & Company Asset Management Group
North Carolina
$62.1K – – –
BC
347
Bartlett & Co
Ohio
$62K +$18.2K +590 +42%
AWM
348
Aspire Wealth Management
Massachusetts
$60.2K – – –
SBL
349
Sargent Bickham Lagudis
Colorado
$58.6K +$308 +10 +0.5%
BCM
350
Blume Capital Management
California
$57K – – –
12 13
14
15 16

PRF Hedge Fund Activity: Q4 2022 in Review

410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.

  • 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
  • Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.