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Invesco FTSE RAFI US 1000 ETF

402 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 108

5% more funds holding

Funds holding: 383402 (+19)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $3.94B → $4.05B (+$106M)

3.03% less ownership

Funds ownership: 340.69%337.65% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256K

Holders
402
Holders Change
+19
Holders Change %
+4.96%
% of All Funds
6.34%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.39%
New
48
Increased
123
Reduced
108
Closed
23
Calls
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$30M +$3.73M +110,145 +14%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$28.7M +$64.3K +1,900 +0.2%
KA
28
Klingman & Associates
New York
$25.8M +$49.9K +1,475 +0.2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$25.5M -$517K -15,290 -2%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$22.9M -$193K -5,705 -0.8%
Osaic Holdings
31
Osaic Holdings
Arizona
$22.9M +$1.73M +51,045 +5%
SF
32
Summit Financial
New Jersey
$22.6M -$2.16M -63,965 -9%
PFG
33
Pinnacle Financial Group
Illinois
$21.4M -$1.67M -49,270 -7%
EH
34
Equitable Holdings
New York
$19.6M +$959K +28,350 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$18.3M -$832K -24,590 -4%
Truist Financial
36
Truist Financial
North Carolina
$18.1M -$1.08M -31,835 -6%
RJA
37
Raymond James & Associates
Florida
$18M +$1.53M +45,155 +9%
AF
38
Allworth Financial
California
$17.4M -$3.21K -95 -0%
WBG
39
Wharton Business Group
Pennsylvania
$15.6M
CS
40
Comerica Securities
Michigan
$15.2M +$9.04M +267,430 +151%
SFS
41
Solitude Financial Services
Virginia
$14.7M -$13.7K -405 -0.1%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$14M -$512K -15,130 -4%
RIL
43
Rothschild Investment LLC
Illinois
$14M +$307K +9,065 +2%
Comerica Bank
44
Comerica Bank
Texas
$13.7M +$7.69M +227,370 +134%
MWM
45
Merriman Wealth Management
Washington
$13.3M +$6.14M +181,585 +88%
RA
46
Rodgers & Associates
Pennsylvania
$13.1M +$219K +6,485 +2%
DA
47
Detalus Advisors
Missouri
$13.1M -$243K -7,175 -2%
AI
48
Atria Investments
North Carolina
$13M +$8.02M +237,025 +166%
FZCM
49
Flynn Zito Capital Management
New York
$12.8M +$2.47M +73,030 +24%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$12.8M +$279K +8,260 +2%

PRF Hedge Fund Activity: Q1 2022 in Review

402 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2022, worth a combined $4.05B — up 2.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRF positions and 23 closed out — a net gain of 25 holders — while 123 added to existing stakes and 108 trimmed.

The largest buyer was Ameriprise, adding an estimated $43.6M. The largest seller was Invesco, cutting an estimated $12.7M.

  • 402 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2022, up from 383 in Q4 2021.
  • Funds reported $4.05B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 48 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2022 and 23 closed out, a net change of +25 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2022 was Ameriprise, an estimated $43.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2022 was Invesco, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2022.