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Invesco FTSE RAFI US 1000 ETF

464 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

857% more call options, than puts

Call options by funds: $67K | Put options by funds: $7K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $4.14B → $4.7B (+$562M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8% more funds holding

Funds holding: 429464 (+35)

2.01% more ownership

Funds ownership: 70.28%72.29% (+2%)

32% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 166

Holders
464
Holders Change
+35
Holders Change %
+8.16%
% of All Funds
6.76%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
60
Increased
113
Reduced
166
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
LB
401
Legacy Bridge
Iowa
$51K
SRCM
402
Signature Resources Capital Management
California
$50.1K +$46.6K +1,422 New
TIM
403
Tortoise Investment Management
New York
$50K
RCM
404
Rain Capital Management
Oregon
$47.9K +$229 +7 +0.5%
Qube Research & Technologies (QRT)
405
Qube Research & Technologies (QRT)
United Kingdom
$44.8K -$28.9K -882 -41%
CTC
406
Cetera Trust Company
Minnesota
$44K +$41K +1,250 New
AW
407
Avion Wealth
Texas
$43K
PG
408
Proffitt & Goodson
Tennessee
$42.1K
ST
409
Smithfield Trust
Pennsylvania
$42K +$39.5K +1,205 New
VF
410
VitalStone Financial
Texas
$41K -$61.8K -1,885 -62%
PGAM
411
Princeton Global Asset Management
New Jersey
$40.5K
CMP
412
Coston McIsaac & Partners
Maine
$39K
TFGT
413
TS Financial Group (TSFG)
Illinois
$39K
FFA
414
Farther Finance Advisors
California
$38.6K +$33 +1 +0.1%
WIA
415
Wetzel Investment Advisors
Indiana
$35K +$32.8K +1,000 New
TAM
416
Townsend Asset Management
North Carolina
$33.8K
LC
417
Lindbrook Capital
California
$32.6K
CSWM
418
Cassady Schiller Wealth Management
Ohio
$32.2K
RDIA
419
RE Dickinson Investment Advisors
Iowa
$32K
GFPC
420
Global Financial Private Client
Florida
$28.3K
SIC
421
SJS Investment Consulting
Ohio
$27.3K
CAM
422
Clarity Asset Management
Iowa
$27.1K +$25.2K +770 New
BC
423
Belmont Capital
California
$26.4K
MTIC
424
Missouri Trust & Investment Company
Missouri
$26.4K
FGA
425
Fortis Group Advisors
New Jersey
$25.3K +$11.8K +360 +100%

PRF Hedge Fund Activity: Q4 2023 in Review

464 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2023, worth a combined $4.7B — up 14% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PRF positions and 16 closed out — a net gain of 44 holders — while 113 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.7M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 464 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2023, up from 429 in Q3 2023.
  • Funds reported $4.7B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 60 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $70.7M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2023 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2023.