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Invesco FTSE RAFI US 1000 ETF
PRF

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: 487 → 511 (+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: 24 → 23 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$13.6M
2
RA
RFG Advisory
Alabama
+$13.2M
3
Ameriprise
Ameriprise
Minnesota
+$13.1M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.7M
5
Wells Fargo
Wells Fargo
California
+$9.36M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$9.96M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$9.19M
3
Charles Schwab
Charles Schwab
California
-$5.15M
4
WA
Waverly Advisors
Alabama
-$4.07M
5
ME
McIlrath & Eck
Washington
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
351
Leonard Rickey Investment Advisors
Washington
$261K +$4.17K +101 +2%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$257K +$6.41K +155 +2%
HI
353
Harbour Investments
Wisconsin
$256K – – –
BlackRock
354
BlackRock
New York
$255K – – –
FCH
355
Freestone Capital Holdings
Washington
$255K +$261K +6,316 New
Financial Engines Advisors
356
Financial Engines Advisors
California
$254K +$52.3K +1,265 +25%
BCM
357
Brookstone Capital Management
Illinois
$252K +$32.8K +793 +15%
WCM
358
WealthBridge Capital Management
Ohio
$249K +$331 +8 +0.1%
PAS
359
PKS Advisory Services
New York
$249K +$255K +6,175 New
GWM
360
Geneos Wealth Management
Colorado
$246K – – –
AP
361
Adero Partners
California
$245K – – –
FWP
362
FAS Wealth Partners
Kansas
$244K +$826 +20 +0.3%
HWA
363
HCR Wealth Advisors
California
$242K – – –
TCOT
364
Trust Company of Toledo
Ohio
$242K – – –
HFA
365
Highland Financial Advisors
New Jersey
$242K +$248K +6,009 New
WSFS
366
Wilmington Savings Fund Society
Delaware
$242K +$248K +5,999 New
MSAM
367
Moloney Securities Asset Management
Missouri
$240K +$909 +22 +0.4%
GWA
368
Genesis Wealth Advisors
Massachusetts
$240K +$245K +5,940 New
LWP
369
Laurel Wealth Planning
Minnesota
$234K – – –
D.E. Shaw & Co
370
D.E. Shaw & Co
New York
$227K -$346K -8,363 -60%
BIM
371
Breakwater Investment Management
Washington
$226K – – –
EWA
372
EQ Wealth Advisors
Texas
$223K +$228K +5,529 New
FLII
373
First Long Island Investors
New York
$222K – – –
TFG
374
Tilson Financial Group
New Jersey
$220K – – –
EWA
375
Exencial Wealth Advisors
Oklahoma
$219K – – –
13 14
15
16 17

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.