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Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
326
Old Port Advisors
Maine
$308K
SWA
327
SOA Wealth Advisors
New York
$303K +$1.53K +37 +0.5%
CWP
328
Curated Wealth Partners
California
$303K
FNBT
329
FineMark National Bank & Trust
Florida
$300K
SF
330
Symphony Financial
Texas
$295K +$301K +7,275 New
CA
331
CoreCap Advisors
Michigan
$293K +$115K +2,795 +62%
FTUS
332
Flow Traders U.S.
New York
$293K +$300K +7,263 New
DTC
333
Davidson Trust Company
Washington
$292K -$15.1K -365 -5%
CWM
334
Cahaba Wealth Management
Georgia
$291K -$28.9K -700 -9%
PA
335
Parallel Advisors
California
$289K
CWM
336
Collaborative Wealth Management
Florida
$288K -$8.88K -215 -3%
MWM
337
Mission Wealth Management
California
$287K -$11.1K -269 -4%
PS
338
Principal Securities
Iowa
$285K
SIMG
339
Sonora Investment Management Group
Arizona
$282K
TF
340
Trek Financial
Arizona
$281K
VBFG
341
Vishria Bird Financial Group
Tennessee
$280K
EFA
342
Efficient Frontier Advisors
Connecticut
$280K +$1.36K +33 +0.5%
VFA
343
Valeo Financial Advisors
Indiana
$278K
PCMC
344
Paragon Capital Management (Colorado)
Colorado
$278K
GBFP
345
Golden Bell Financial Planning
Georgia
$277K +$284K +6,875 New
FPCG
346
Forum Private Client Group
Indiana
$276K
JIC
347
Johnson Investment Counsel
Ohio
$269K -$5.79K -140 -2%
MCFP
348
Mallini Complete Financial Planning
Florida
$268K
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$263K
MA
350
MBA Advisors
Pennsylvania
$262K

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.