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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
SMA
451
Sage Mountain Advisors
Georgia
$8.8K
RF
452
Robinswood Financial
Washington
$7.22K +$6.72K +205 New
PA
453
PSI Advisors
Florida
$6.69K
FDCP
454
Foster Dykema Cabot & Partners
Massachusetts
$6.69K +$6.23K +190 New
RDFA
455
Ritter Daniher Financial Advisory
Ohio
$5.81K
TSWM
456
Tyler-Stone Wealth Management
Ohio
$4.51K
CAS
457
Coppell Advisory Solutions
Texas
$4.4K -$4.16K -127 -50%
HWA
458
Heritage Wealth Advisors
Virginia
$4.08K +$3.8K +116 New
SAM
459
Smartleaf Asset Management
Massachusetts
$3.88K +$3.61K +110 New
PS
460
Planned Solutions
California
$3.87K +$3.61K +110 New
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$3.17K
KWAG
462
Kiely Wealth Advisory Group
North Carolina
$2.15K +$1.97K +60 New
LTI
463
Laffer Tengler Investments
Tennessee
$1.94K +$1.8K +55 New
BNP Paribas Financial Markets
464
BNP Paribas Financial Markets
France
$598 +$426 +13 +325%
SPWM
465
Spartan Planning & Wealth Management
North Carolina
$176
CYG
466
Clean Yield Group
Vermont
$15
RAG
467
RIA Advisory Group
Iowa
-$727K -22,855 Closed
Legacy Financial Group (Iowa)
468
Legacy Financial Group (Iowa)
Iowa
-$483K -15,185 Closed
IAN
469
Integrated Advisors Network
Texas
-$471K -14,807 Closed
TSS
470
Two Sigma Securities
New York
-$317K -9,949 Closed
Koshinski Asset Management
471
Koshinski Asset Management
Illinois
-$209K -6,555 Closed
RW
472
RVW Wealth
California
-$158K -4,965 Closed
CIA
473
Cape Investment Advisory
Georgia
-$146K -4,575 Closed
WWP
474
WR Wealth Planners
Missouri
-$44.1K -1,385 Closed
BSB
475
Bangor Savings Bank
Maine
-$15.9K -500 Closed

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.