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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
MIA
401
Milestone Investment Advisors
Wisconsin
$161K
MFG
402
Menard Financial Group
Texas
$161K +$165K +4,000 New
AWM
403
AE Wealth Management
Kansas
$153K +$157K +3,789 New
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K +$10.3K +250 +7%
GWSG
405
GPS Wealth Strategies Group
Colorado
$148K +$702 +17 +0.5%
MSWM
406
Mowery & Schoenfeld Wealth Management
Illinois
$141K
DJSG
407
D.J. St. Germain
Massachusetts
$140K
HDIM
408
Hanson & Doremus Investment Management
Vermont
$137K +$702 +17 +0.5%
BC
409
Barrett & Company
Rhode Island
$133K
BL
410
Balentine LLC
Georgia
$131K
GWANC
411
Guardian Wealth Advisors (North Carolina)
North Carolina
$126K
BFPW
412
BOK Financial Private Wealth
Colorado
$121K
BCWM
413
Bartlett & Co Wealth Management
Ohio
$120K
AEPWM
414
Atlantic Edge Private Wealth Management
Florida
$114K
SIS
415
Sound Income Strategies
Florida
$112K -$12.4K -300 -10%
KG
416
Kieckhefer Group
Wisconsin
$111K +$114K +2,750 New
NP
417
NorthRock Partners
Minnesota
$110K
IWP
418
IAG Wealth Partners
Wisconsin
$106K +$950 +23 +0.9%
CCM
419
Chilton Capital Management
Texas
$105K
TIM
420
Tortoise Investment Management
New York
$104K -$8.27K -200 -7%
HC
421
Hoese & Co
Minnesota
$104K
DF
422
Dunhill Financial
United Kingdom
$103K -$27.7K -671 -21%
CFB
423
Cullen/Frost Bankers
Texas
$101K
PWM
424
Provident Wealth Management
Tennessee
$96K
EWA
425
EverSource Wealth Advisors
Alabama
$95.5K

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.