Invesco FTSE RAFI US 1000 ETF
420 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.
1,634% more call options, than puts
Call options by funds: $815K | Put options by funds: $47K
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
2.63% more ownership
Funds ownership: 346.39% → 349.02% (+2.6%)
2% more funds holding
Funds holding: 410 → 420 (+10)
3% less capital invested
Capital invested by funds: $4.06B → $3.96B (-$107M)
7% less funds holding in top 10
Funds holding in top 10: 29 → 27 (-2)
11% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$60.5M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$11.7M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$9.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.65M |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$14.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$10.9M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$10.6M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.18M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.08M |
PRF Hedge Fund Activity: Q1 2023 in Review
420 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2023, worth a combined $3.96B — down 2.6% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PRF positions and 25 closed out — a net gain of 18 holders — while 116 added to existing stakes and 131 trimmed.
The largest buyer was COWA LLC, adding an estimated $60.5M. The largest seller was Invesco, cutting an estimated $14.7M.
- 420 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2023, up from 410 in Q4 2022.
- Funds reported $3.96B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
- 43 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2023 and 25 closed out, a net change of +18 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2023 was COWA LLC, an estimated $60.5M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2023 was Invesco, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2023.