Invesco FTSE RAFI US 1000 ETF
464 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 16 closing their positions.
857% more call options, than puts
Call options by funds: $67K | Put options by funds: $7K
275% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $4.14B → $4.7B (+$562M)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
8% more funds holding
Funds holding: 429 → 464 (+35)
2.01% more ownership
Funds ownership: 70.28% → 72.29% (+2%)
32% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$70.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$43.1M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
+$15.9M |
| 4 |
JP Morgan Chase
New York
|
+$11.4M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$50.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.15M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.99M |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$2.59M |
PRF Hedge Fund Activity: Q4 2023 in Review
464 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2023, worth a combined $4.7B — up 14% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new PRF positions and 16 closed out — a net gain of 44 holders — while 113 added to existing stakes and 166 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $70.7M. The largest seller was Invesco, cutting an estimated $50.3M.
- 464 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2023, up from 429 in Q3 2023.
- Funds reported $4.7B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 60 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $70.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2023 was Invesco, an estimated $50.3M sold.
Based on aggregated 13F filings for Q4 2023.