PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

508 hedge funds and large institutions have $5.42B 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, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$447M
2
RA
2
RFG Advisory
Alabama
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
5
Wells Fargo
California
$80M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
4
Charles Schwab
California
$949M
5
WA
5
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$38M -$2.53M -62,799 -6%
UBS Group
27
UBS Group
Switzerland
$34.1M +$18K +445 +0.1%
GC
28
Grimes & Company
Massachusetts
$32.7M -$707K -17,521 -2%
EH
29
Equitable Holdings
New York
$30.7M +$192K +4,762 +0.6%
PFG
30
Pinnacle Financial Group
Illinois
$28.4M -$321K -7,962 -1%
GWAG
31
Garrett Wealth Advisory Group
Texas
$28.2M +$2.98M +73,935 +12%
KA
32
Klingman & Associates
New York
$27.9M -$584K -14,477 -2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$26.9M +$611K +15,157 +2%
RIL
34
Rothschild Investment LLC
Illinois
$24.1M +$160K +3,970 +0.7%
HighTower Advisors
35
HighTower Advisors
Illinois
$23M +$2.92M +72,446 +15%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$22.8M +$3.3M +81,863 +17%
FZCM
37
Flynn Zito Capital Management
New York
$22.8M +$385K +9,541 +2%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$22.2M -$324K -8,036 -1%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$21.8M -$2.26M -56,141 -9%
ME
40
McIlrath & Eck
Washington
$21.4M -$2.84M -70,351 -12%
SI
41
Saxon Interests
Texas
$20.9M +$235K +5,822 +1%
CST
42
Charles Schwab Trust
Nevada
$20.8M +$478K +11,850 +2%
GA
43
Geller Advisors
New York
$20.6M +$97K +2,404 +0.5%
WBG
44
Wharton Business Group
Pennsylvania
$19.9M – – –
BWA
45
Boulder Wealth Advisors
Colorado
$18.9M +$4.17M +103,379 +28%
BCG
46
Breakwater Capital Group
New Jersey
$18.5M +$247K +6,113 +1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$18.4M -$901K -22,336 -5%
Truist Financial
48
Truist Financial
North Carolina
$17.9M -$14.4K -357 -0.1%
GAG
49
Goodman Advisory Group
Massachusetts
$16.4M +$445K +11,033 +3%
PFA
50
Pettinga Financial Advisors
Indiana
$15.3M -$826K -20,487 -5%
1
2
3 4 5