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Invesco FTSE RAFI US 1000 ETF
PRF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298 → 322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23% → 343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$20.1M
2
AAS
Avantax Advisory Services
Texas
+$5.78M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.58M
4
Ameriprise
Ameriprise
Minnesota
+$5.52M
5
BWM
Baystate Wealth Management
Massachusetts
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$40.2M
2
CSIA
Charles Schwab Investment Advisory
California
-$18.2M
3
CS
Credit Suisse
Switzerland
-$9.23M
4
CAM
Cidel Asset Management
Ontario, Canada
-$7.33M
5
SIC
Sigma Investment Counselors
Michigan
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
26
Relative Value Partners Group
$30.8M -$372K -15,270 -1%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$30.7M -$903K -37,080 -3%
GA
28
Geller Advisors
New York
$27.6M +$153K +6,280 +0.6%
TA
29
Tiedemann Advisors
New York
$25.8M -$1.23M -50,495 -5%
SF
30
Synovus Financial
Georgia
$25.8M -$85.2K -3,500 -0.3%
RA
31
RFG Advisory
Alabama
$24.9M +$1.65M +67,645 +7%
Wells Fargo
32
Wells Fargo
California
$22.4M +$2.46M +100,835 +13%
KA
33
Klingman & Associates
New York
$22.2M -$27.4K -1,125 -0.1%
RWM
34
Reston Wealth Management
Virginia
$21M -$2.44K -100 -0%
Truist Financial
35
Truist Financial
North Carolina
$20.9M +$20.1M +826,460 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$20.8M +$1.49M +61,380 +8%
RJA
37
Raymond James & Associates
Florida
$20.5M +$547K +22,480 +3%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$979K +40,195 +5%
AA
39
Ancora Advisors
Ohio
$18.1M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$17.8M +$197K +8,085 +1%
FDCC
41
Foster Dykema Cabot & Co
Massachusetts
$16.8M -$1.68M -68,875 -9%
MML Investors Services
42
MML Investors Services
Massachusetts
$15.8M +$1.23M +50,350 +9%
BSAM
43
Blue Sky Asset Management
Colorado
$15.5M +$14.9M +613,075 New
TC
44
Trilogy Capital
California
$15.5M +$2.9M +119,240 +24%
Goldman Sachs
45
Goldman Sachs
New York
$15M -$2.22M -90,985 -13%
WBG
46
Wharton Business Group
Pennsylvania
$14.3M -$188K -7,725 -1%
DA
47
Detalus Advisors
Missouri
$14.2M +$13.7M +560,835 New
OPCM
48
Osborne Partners Capital Management
California
$13.4M -$126K -5,160 -1%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$13.4M -$34K -1,395 -0.3%
BEAM
50
Baker Ellis Asset Management
Washington
$12.7M +$105K +4,300 +0.9%
1
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PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.