Invesco FTSE RAFI US 1000 ETF
PRF
289 hedge funds and large institutions have $2.55B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 140 reducing their positions, and 27 closing their positions.
3% less funds holding
Funds holding: 297 → 289 (-8)
5% less capital invested
Capital invested by funds: $2.69B → $2.55B (-$138M)
14.25% less ownership
Funds ownership: 349.52% → 335.26% (-14%)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
58% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$6.83M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.24M |
| 3 |
CFGF
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
+$4.62M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$3M |
| 5 |
PW
Price Wealth
Austin,
Texas
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$296M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$88.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$19.9M |
PRF Hedge Fund Activity: Q2 2020 in Review
289 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2020, worth a combined $2.55B — down 5.1% from $2.69B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PRF and 20 opened new positions — a net loss of 7 holders — while 140 trimmed existing stakes and 59 added.
The largest buyer was Allworth Financial, adding an estimated $6.83M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $296M.
- 289 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2020, down from 297 in Q1 2020.
- Funds reported $2.55B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2020, down 5.1% quarter-over-quarter.
- 20 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2020 and 27 closed out, a net change of -7 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2020 was Allworth Financial, an estimated $6.83M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $296M sold.
Based on aggregated 13F filings for Q2 2020.