Invesco FTSE RAFI US 1000 ETF
429 hedge funds and large institutions have $4.14B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 162 reducing their positions, and 23 closing their positions.
21,233% more call options, than puts
Call options by funds: $640K | Put options by funds: $3K
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
0% more funds holding
Funds holding: 428 → 429 (+1)
1% less capital invested
Capital invested by funds: $4.19B → $4.14B (-$55.5M)
21% less funds holding in top 10
Funds holding in top 10: 29 → 23 (-6)
27% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 162
285.27% less ownership
Funds ownership: 355.55% → 70.28% (-285%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$89M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$11.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.72M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.55M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$64.6M |
| 2 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$59M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
-$14.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$12.2M |
| 5 |
GC
Guidance Capital
Lousville,
Kentucky
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HS
451
Horan Securities
Cincinnati,
United States
| – | -$11.9K | -365 | Closed |
|
|
GI
452
Gradient Investments
Arden Hills,
Minnesota
| – | -$9K | -275 | Closed |
|
453
AssetMark Inc
Concord,
California
| – | -$8.84K | -270 | Closed |
|
|
FCA
454
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$2.64K | -85 | Closed |
|
PRF Hedge Fund Activity: Q3 2023 in Review
429 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2023, worth a combined $4.14B — down 1.3% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PRF positions and 23 closed out — a net gain of 4 holders — while 119 added to existing stakes and 162 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $89M. The largest seller was Mercer Global Advisors, cutting an estimated $64.6M.
- 429 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2023, up from 428 in Q2 2023.
- Funds reported $4.14B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2023 and 23 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $89M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2023 was Mercer Global Advisors, an estimated $64.6M sold.
Based on aggregated 13F filings for Q3 2023.