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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
CWS
351
Confluence Wealth Services
Pennsylvania
$28K +$28.1K +840 New
GFPC
352
Global Financial Private Client
Florida
$27.6K
SIS
353
Sound Income Strategies
Florida
$27K
BFG
354
Baron Financial Group
New Jersey
$26.8K -$25.9K -775 -50%
CIA
355
Choate Investment Advisors
Massachusetts
$26K -$389K -11,625 -94%
MTIC
356
Missouri Trust & Investment Company
Missouri
$26K +$25.1K +750 New
TFGT
357
TS Financial Group (TSFG)
Illinois
$24K
VRM
358
Vectors Research Management
New York
$21K
CTB
359
Country Trust Bank
Illinois
$19K -$5.18K -155 -22%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$19K
SIC
361
SJS Investment Consulting
Ohio
$19K +$18.6K +555 New
AW
362
Alaethes Wealth
Nevada
$17K
EWM
363
Endurance Wealth Management
Rhode Island
$17K
MA
364
MUFG Americas
New York
$16K
CB
365
Community Bank
New York
$15K -$3.68K -110 -20%
MFT
366
Moisand Fitzgerald Tamayo
Florida
$15K
IA
367
IFP Advisors
Florida
$13K
HS
368
Horan Securities
United States
$13K +$12.2K +365 New
PCTC
369
Perkins Coie Trust Company
Washington
$12K
PCMC
370
Paragon Capital Management (Colorado)
Colorado
$12K +$11.5K +345 New
CFD
371
Creative Financial Designs
Indiana
$11K +$167 +5 +2%
TF
372
TimeScale Financial
Massachusetts
$9K -$21.9K -655 -71%
CAAS
373
Capital Asset Advisory Services
Michigan
$9K -$4.01K -120 -32%
IF
374
Integrity Financial
Wyoming
$9K +$8.36K +250 New
GWM
375
Geneos Wealth Management
Colorado
$8K

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.