PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

462 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 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
26
Holt Capital Partners
Texas
$38.6M -$709K -20,140 -2%
CC
27
Callan Capital
California
$36M -$112K -3,196 -0.3%
EH
28
Equitable Holdings
New York
$31.6M -$100K -2,855 -0.3%
GC
29
Grimes & Company
Massachusetts
$30.6M -$339K -9,618 -1%
UBS Group
30
UBS Group
Switzerland
$28.2M +$10.5K +297 +0%
PFG
31
Pinnacle Financial Group
Illinois
$26.2M +$911K +25,881 +4%
KA
32
Klingman & Associates
New York
$25.8M -$105K -2,984 -0.4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$22.7M +$12.3M +349,181 +118%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$21.7M -$1.26M -35,782 -5%
FZCM
35
Flynn Zito Capital Management
New York
$21.3M -$595K -16,890 -3%
RIL
36
Rothschild Investment LLC
Illinois
$20.3M +$533K +15,151 +3%
WBG
37
Wharton Business Group
Pennsylvania
$19.8M – – –
GWAG
38
Garrett Wealth Advisory Group
Texas
$19.4M +$361K +10,243 +2%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$18.7M +$18.7M +531,821 New
HighTower Advisors
40
HighTower Advisors
Illinois
$18.2M -$490K -13,909 -3%
CST
41
Charles Schwab Trust
Nevada
$18.1M +$1.04M +29,483 +6%
SI
42
Saxon Interests
Texas
$17.1M +$17.1M +485,396 New
Truist Financial
43
Truist Financial
North Carolina
$16.9M -$282K -8,016 -2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$16.2M +$133K +3,788 +0.8%
RJA
45
Raymond James & Associates
Florida
$16.1M -$201K -5,703 -1%
GT
46
Glenmede Trust
Pennsylvania
$15.9M -$114K -3,240 -0.7%
CAN
47
Cetera Advisor Networks
California
$15.8M +$739K +20,998 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$15.5M +$1.82M +51,653 +13%
PFA
49
Pettinga Financial Advisors
Indiana
$15.4M +$1.2M +34,154 +8%
JFA
50
JNBA Financial Advisors
Minnesota
$14.6M -$4.08K -116 -0%
1
2
3 4 5