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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$31.8M -$109K -3,250 -0.3%
SF
27
Synovus Financial
Georgia
$31.4M -$100K -3,000 -0.3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$28.8M +$1.21M +36,085 +5%
Wells Fargo
29
Wells Fargo
California
$26.3M -$486K -14,545 -2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$26.2M -$213K -6,365 -0.8%
KA
31
Klingman & Associates
New York
$25.8M -$109K -3,250 -0.4%
SF
32
Summit Financial
New Jersey
$24.9M +$436K +13,035 +2%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$23.2M -$320K -9,580 -1%
PFG
34
Pinnacle Financial Group
Illinois
$23.2M +$22.6M +676,705 New
Truist Financial
35
Truist Financial
North Carolina
$19.3M -$1.44M -42,985 -7%
HighTower Advisors
36
HighTower Advisors
Illinois
$19.2M +$1.19M +35,505 +7%
EH
37
Equitable Holdings
New York
$18.7M +$4.59M +137,330 +34%
AF
38
Allworth Financial
California
$17.5M -$1.04M -31,160 -6%
RJA
39
Raymond James & Associates
Florida
$16.5M +$3.67M +109,630 +30%
WBG
40
Wharton Business Group
Pennsylvania
$15.7M
SFS
41
Solitude Financial Services
Virginia
$14.8M +$1.4M +41,915 +11%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$14.6M -$222K -6,635 -2%
RIL
43
Rothschild Investment LLC
Illinois
$13.8M +$1.07M +31,875 +9%
DA
44
Detalus Advisors
Missouri
$13.4M -$63K -1,885 -0.5%
RA
45
Rodgers & Associates
Pennsylvania
$13M -$266K -7,945 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$12.5M +$824K +24,645 +7%
OPCM
47
Osborne Partners Capital Management
California
$12.2M -$530K -15,865 -4%
JFA
48
JNBA Financial Advisors
Minnesota
$12.1M +$1.14M +34,125 +11%
AFA
49
Arlington Financial Advisors
California
$11.9M -$77.6K -2,320 -0.7%
SI
50
Saxon Interests
Texas
$11.7M +$11.2M +334,640 New

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.