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Invesco FTSE RAFI US 1000 ETF
PRF

410 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$500M)

7.76% more ownership

Funds ownership: 338.63% → 346.39% (+7.8%)

5% more funds holding

Funds holding: 392 → 410 (+18)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
6.59%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$29.2M
2
HCP
Holt Capital Partners
Texas
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
MWM
Merriman Wealth Management
Washington
+$10.8M
5
WBG
Wharton Business Group
Pennsylvania
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$14.2M
2
FA
Fermata Advisors
California
-$9.24M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.88M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
376
Missouri Trust & Investment Company
Missouri
$23K – – –
CI
377
Cordant Inc
Oregon
$18.3K – – –
KM
378
Kalos Management
Georgia
$18.3K +$18.2K +590 New
CTB
379
Country Trust Bank
Illinois
$17.5K – – –
CMBA
380
C.M. Bidwell & Associates
Hawaii
$16.9K – – –
CPFP
381
Clear Perspectives Financial Planning
Ohio
$16.1K +$16K +520 New
BSB
382
Bangor Savings Bank
Maine
$16K – – –
GRP
383
Global Retirement Partners
California
$15.7K -$2.62K -85 -14%
HI
384
Harbour Investments
Wisconsin
$15.5K – – –
CAL
385
Capital Analysts LLC
Pennsylvania
$15K +$154 +5 +1%
RBC
386
Romano Brothers & Co
Illinois
$14.9K +$14.8K +480 New
LWA
387
Lowe Wealth Advisors
Maryland
$14K – – –
CB
388
Community Bank
New York
$14K – – –
MFT
389
Moisand Fitzgerald Tamayo
Florida
$13.8K – – –
GJIA
390
Glass Jacobson Investment Advisors
Maryland
$13.2K +$13.1K +425 New
IGWM
391
ICA Group Wealth Management
Colorado
$12.6K +$12.5K +405 New
HS
392
Horan Securities
United States
$11.3K – – –
PCTC
393
Perkins Coie Trust Company
Washington
$10.9K – – –
CFD
394
Creative Financial Designs
Indiana
$9.77K – – –
GWM
395
Geneos Wealth Management
Colorado
$9.31K – – –
TWA
396
TCI Wealth Advisors
Arizona
$8.69K – – –
IF
397
Integrity Financial
Wyoming
$7.76K – – –
TF
398
TimeScale Financial
Massachusetts
$7.49K – – –
WFA
399
WestHill Financial Advisors
California
$7.45K – – –
BAAM
400
Baker Avenue Asset Management
California
$6.67K +$6.62K +215 New
14 15
16
17 18

PRF Hedge Fund Activity: Q4 2022 in Review

410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.

  • 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
  • Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.