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Invesco FTSE RAFI US 1000 ETF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289318 (+29)

6.71% more ownership

Funds ownership: 335.57%342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$27.5M -$119K -4,775 -0.5%
CAN
27
Cetera Advisor Networks
California
$26M -$6.64M -266,730 -21%
SF
28
Synovus Financial
Georgia
$25.5M -$527K -21,180 -2%
UBS Group
29
UBS Group
Switzerland
$25.2M +$703K +28,210 +3%
Wells Fargo
30
Wells Fargo
California
$23.9M +$9.29M +373,245 +71%
Osaic Holdings
31
Osaic Holdings
Arizona
$20.3M -$3.79M -152,075 -17%
KA
32
Klingman & Associates
New York
$20.2M -$228K -9,150 -1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$20.1M -$1.87M -74,995 -9%
AF
34
Allworth Financial
California
$19.6M -$23.5M -944,675 -56%
AA
35
Ancora Advisors
Ohio
$18.8M -$31.1K -1,250 -0.2%
KWM
36
Keebeck Wealth Management
Illinois
$16.8M +$757K +30,415 +5%
Truist Financial
37
Truist Financial
North Carolina
$15.2M -$761K -30,570 -5%
WBG
38
Wharton Business Group
Pennsylvania
$15M
DA
39
Detalus Advisors
Missouri
$13.6M -$14.1K -565 -0.1%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.9M +$222K +8,925 +2%
BCI
41
Brinker Capital Investments
Pennsylvania
$12.2M +$10.4M +417,915 +1,021%
OPCM
42
Osborne Partners Capital Management
California
$11.1M -$675K -27,105 -6%
SFS
43
Solitude Financial Services
Virginia
$11M +$10.3M +413,590 New
TWA
44
Tillar-Wenstrup Advisors
Ohio
$11M +$10M +402,865 +4,348%
RA
45
Rodgers & Associates
Pennsylvania
$10.9M +$10.2M +409,880 New
AFA
46
Arlington Financial Advisors
California
$10M +$80.8K +3,245 +0.9%
BEAM
47
Baker Ellis Asset Management
Washington
$8.89M -$834K -33,480 -9%
RIL
48
Rothschild Investment LLC
Illinois
$8.83M +$773K +31,045 +10%
WIA
49
World Investment Advisors
California
$8.66M -$36.1K -1,450 -0.5%
CFGF
50
Compass Financial Group (Florida)
Florida
$8.28M +$117K +4,710 +2%

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.