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Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Callan Capital
California
$38M -$2.6M -62,799 -6%
UBS Group
27
UBS Group
Switzerland
$34.1M +$18.4K +445 +0.1%
GC
28
Grimes & Company
Massachusetts
$32.7M -$724K -17,521 -2%
EH
29
Equitable Holdings
New York
$30.7M +$197K +4,762 +0.6%
PFG
30
Pinnacle Financial Group
Illinois
$28.4M -$329K -7,962 -1%
GWAG
31
Garrett Wealth Advisory Group
Texas
$28.2M +$3.06M +73,935 +12%
KA
32
Klingman & Associates
New York
$27.9M -$598K -14,477 -2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$26.9M +$626K +15,157 +2%
RIL
34
Rothschild Investment LLC
Illinois
$24.1M +$164K +3,970 +0.7%
HighTower Advisors
35
HighTower Advisors
Illinois
$23M +$2.99M +72,446 +15%
JP Morgan Chase
36
JP Morgan Chase
New York
$22.8M +$3.38M +81,863 +17%
FZCM
37
Flynn Zito Capital Management
New York
$22.8M +$394K +9,541 +2%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$22.2M -$332K -8,036 -1%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$21.8M -$2.32M -56,141 -9%
ME
40
McIlrath & Eck
Washington
$21.4M -$2.91M -70,351 -12%
SI
41
Saxon Interests
Texas
$20.9M +$241K +5,822 +1%
CST
42
Charles Schwab Trust
Nevada
$20.8M +$490K +11,850 +2%
GA
43
Geller Advisors
New York
$20.6M +$99.3K +2,404 +0.5%
WBG
44
Wharton Business Group
Pennsylvania
$19.9M
BWA
45
Boulder Wealth Advisors
Colorado
$18.9M +$4.27M +103,379 +28%
BCG
46
Breakwater Capital Group
New Jersey
$18.5M +$253K +6,113 +1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$18.4M -$923K -22,336 -5%
Truist Financial
48
Truist Financial
North Carolina
$17.9M -$14.8K -357 -0.1%
GAG
49
Goodman Advisory Group
Massachusetts
$16.4M +$456K +11,033 +3%
PFA
50
Pettinga Financial Advisors
Indiana
$15.3M -$847K -20,487 -5%

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.