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Invesco FTSE RAFI US 1000 ETF
PRF

464 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more call options, than puts

Call options by funds: $67K | Put options by funds: $7K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $4.14B → $4.7B (+$562M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

8% more funds holding

Funds holding: 429 → 464 (+35)

2.01% more ownership

Funds ownership: 70.28% → 72.29% (+2%)

32% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 166

Holders
464
Holders Change
+35
Holders Change %
+8.16%
% of All Funds
6.76%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
60
Increased
113
Reduced
166
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$70.7M
2
Bank of America
Bank of America
North Carolina
+$43.1M
3
SI
Saxon Interests
Texas
+$15.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M
5
CSIA
Charles Schwab Investment Advisory
California
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$50.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.15M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.99M
5
ME
McIlrath & Eck
Washington
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
326
Collaborative Wealth Management
Florida
$259K -$10.5K -320 -4%
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$251K +$234K +7,131 New
IF
328
Intrua Financial
Texas
$251K – – –
ASN
329
Advisory Services Network
Georgia
$249K – – –
EFA
330
Efficient Frontier Advisors
Connecticut
$248K +$217K +6,612 New
FPCG
331
Forum Private Client Group
Indiana
$241K +$225K +6,851 New
HC
332
Hara Capital
Washington
$238K +$222K +6,760 New
MAG
333
Mayfair Advisory Group
Alabama
$237K – – –
PA
334
Parallel Advisors
California
$235K – – –
MMPW
335
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
CAC
336
Certified Advisory Corp
Florida
$227K – – –
T
337
Tidemark
California
$225K +$209K +6,385 New
BlackRock
338
BlackRock
New York
$223K – – –
Neuberger Berman Group
339
Neuberger Berman Group
New York
$218K -$7.83K -239 -4%
WCM
340
WealthBridge Capital Management
Ohio
$217K +$202K +6,151 New
DWT
341
Dorsey & Whitney Trust
South Dakota
$216K +$202K +6,150 New
LRIA
342
Leonard Rickey Investment Advisors
Washington
$216K +$201K +6,140 New
HWA
343
HCR Wealth Advisors
California
$211K +$197K +6,000 New
TCOT
344
Trust Company of Toledo
Ohio
$211K +$197K +6,000 New
HIP
345
HUB Investment Partners
Texas
$211K +$196K +5,993 New
FWP
346
FAS Wealth Partners
Kansas
$210K +$4.72K +144 +2%
MIA
347
Milestone Investment Advisors
Wisconsin
$208K +$295 +9 +0.2%
LWP
348
Laurel Wealth Planning
Minnesota
$206K +$192K +5,844 New
AFG
349
Allegheny Financial Group
Pennsylvania
$205K +$191K +5,829 New
EWA
350
Exencial Wealth Advisors
Oklahoma
$203K +$189K +5,780 New
12 13
14
15 16

PRF Hedge Fund Activity: Q4 2023 in Review

464 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2023, worth a combined $4.7B — up 14% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PRF positions and 16 closed out — a net gain of 44 holders — while 113 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.7M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 464 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2023, up from 429 in Q3 2023.
  • Funds reported $4.7B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 60 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $70.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2023 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2023.