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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
QCM
376
Quantinno Capital Management
New York
$219K +$224K +5,430 New
TFP
377
Traction Financial Partners
Wyoming
$216K
CAL
378
Capital Analysts LLC
Pennsylvania
$216K +$5.37K +130 +2%
MFG
379
Midwest Financial Group
Kansas
$212K
M&T Bank
380
M&T Bank
New York
$212K
PA
381
Pinnacle Associates
New York
$211K +$216K +5,227 New
Vanguard Group
382
Vanguard Group
Pennsylvania
$210K +$215K +5,208 New
IIL
383
Insight Inv LLC
California
$210K +$215K +5,205 New
T
384
Tidemark
California
$210K +$83 +2 +0%
FA
385
Fermata Advisors
California
$210K -$38K -919 -15%
AWE
386
Avidian Wealth Enterprises
Texas
$209K +$620 +15 +0.3%
GWA
387
Geometric Wealth Advisors
District of Columbia
$209K
OC
388
Oppenheimer & Co
New York
$205K +$210K +5,081 New
LA
389
LexAurum Advisors
Kansas
$203K +$208K +5,040 New
CA
390
CapWealth Advisors
Tennessee
$202K -$7.77K -188 -4%
CTWM
391
Cherry Tree Wealth Management
Minnesota
$197K
AIA
392
Armor Investment Advisors
North Carolina
$192K
VHAM
393
Van Hulzen Asset Management
California
$189K +$193K +4,675 New
CA
394
Crewe Advisors
Utah
$187K
NRC
395
New Republic Capital
North Carolina
$184K +$785 +19 +0.4%
AWM
396
Avior Wealth Management
Nebraska
$184K +$413 +10 +0.2%
PCFFS
397
Pacific Center for Financial Services
California
$183K +$83 +2 +0%
WB
398
Webster Bank
Connecticut
$183K +$5K +121 +3%
GI
399
GS Investments
Minnesota
$180K
CIAS
400
CBIZ Investment Advisory Services
Ohio
$166K

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.