We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

487 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 130 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 130

10% more capital invested

Capital invested by funds: $4.68B → $5.13B (+$454M)

2% more funds holding

Funds holding: 479 → 487 (+8)

1.04% more ownership

Funds ownership: 68.51% → 69.56% (+1%)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-1)

Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
6.99%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
40
Increased
148
Reduced
130
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$52.7M
2
HCP
Holt Capital Partners
Texas
+$17.4M
3
RA
RFG Advisory
Alabama
+$15.9M
4
GAG
Goodman Advisory Group
Massachusetts
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$12M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.44M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.28M
3
Charles Schwab
Charles Schwab
California
-$4.69M
4
WA
Waverly Advisors
Alabama
-$4.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
326
Sonora Investment Management Group
Arizona
$284K +$274K +6,980 New
TF
327
Trek Financial
Arizona
$283K – – –
VBFG
328
Vishria Bird Financial Group
Tennessee
$282K +$272K +6,934 New
VFA
329
Valeo Financial Advisors
Indiana
$280K – – –
PCMC
330
Paragon Capital Management (Colorado)
Colorado
$280K – – –
RPGK
331
Retirement Planning Group (Kansas)
Kansas
$279K -$54.5K -1,389 -17%
FPCG
332
Forum Private Client Group
Indiana
$278K – – –
EFA
333
Efficient Frontier Advisors
Connecticut
$278K +$1.22K +31 +0.5%
JIC
334
Johnson Investment Counsel
Ohio
$277K +$42.9K +1,095 +19%
MMPW
335
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
MA
336
MBA Advisors
Pennsylvania
$263K – – –
LRIA
337
Leonard Rickey Investment Advisors
Washington
$259K -$2.08K -53 -0.8%
WP
338
WMS Partners
Maryland
$258K +$29.1K +742 +13%
HI
339
Harbour Investments
Wisconsin
$257K +$43.3K +1,105 +21%
BlackRock
340
BlackRock
New York
$257K -$10.7K -274 -4%
HC
341
Hara Capital
Washington
$256K -$11.8K -300 -5%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$256K – – –
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$251K +$78 +2 +0%
WCM
344
WealthBridge Capital Management
Ohio
$251K +$314 +8 +0.1%
FA
345
Fermata Advisors
California
$248K +$240K +6,113 New
GWM
346
Geneos Wealth Management
Colorado
$248K +$228K +5,810 +1,937%
AP
347
Adero Partners
California
$247K – – –
FWP
348
FAS Wealth Partners
Kansas
$245K +$706 +18 +0.3%
HWA
349
HCR Wealth Advisors
California
$244K – – –
TCOT
350
Trust Company of Toledo
Ohio
$244K – – –
12 13
14
15 16

PRF Hedge Fund Activity: Q3 2024 in Review

487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2024, worth a combined $5.13B — up 9.7% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PRF positions and 25 closed out — a net gain of 15 holders — while 148 added to existing stakes and 130 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $52.7M. The largest seller was Focus Partners Wealth, cutting an estimated $9.44M.

  • 487 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2024, up from 479 in Q2 2024.
  • Funds reported $5.13B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 40 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2024 and 25 closed out, a net change of +15 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $52.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2024.