PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

476 hedge funds and large institutions have $4.68B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-7
Holders Change %
-1.45%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
30
Increased
133
Reduced
141
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$902M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.8M
3
RA
RFG Advisory
Alabama
$212M
4
Wells Fargo
Wells Fargo
California
$66M
5
EFS
Essex Financial Services
Connecticut
$5.98M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$6.87M
3
ME
McIlrath & Eck
Washington
$25M
4
HCP
Holt Capital Partners
Texas
$23.1M
5
Ameriprise
Ameriprise
Minnesota
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
476
The Family Firm
Maryland
$2.09K +$2.09K +55 New
OP
477
ORG Partners
Indiana
$947 +$947 +25 New
CYG
478
Clean Yield Group
Vermont
$17 -$17 – –
BFS
479
Bare Financial Services
Pennsylvania
$2 – – –
CSIA
480
Charles Schwab Investment Advisory
California
– -$927M -24,096,157 Closed
RVPG
481
Relative Value Partners Group
– -$48.2M -1,359,724 Closed
Goldman Sachs
482
Goldman Sachs
New York
– -$5.83M -151,537 Closed
FSA
483
Financial Services Advisory
Maryland
– -$1.51M -39,268 Closed
CB
484
Cadence Bank
Mississippi
– -$775K -20,154 Closed
CAM
485
Crestone Asset Management
Colorado
– -$696K -18,100 Closed
VPIM
486
Vanguard Personalized Indexing Management
California
– -$590K -15,336 Closed
1WM
487
1900 Wealth Management
Texas
– -$418K -10,855 Closed
YIH
488
Y-Intercept (HK)
Hong Kong
– -$392K -10,199 Closed
DTC
489
Davidson Trust Company
Washington
– -$334K -8,692 Closed
RIS
490
Retirement Income Solutions
Michigan
– -$210K -5,465 Closed
AFG
491
Allegheny Financial Group
Pennsylvania
– -$203K -5,271 Closed
Neuberger Berman Group
492
Neuberger Berman Group
New York
– -$203K -5,268 Closed
MFG
493
Midwest Financial Group
Kansas
– -$202K -5,256 Closed
M&T Bank
494
M&T Bank
New York
– -$202K -5,245 Closed
PC
495
Prairiewood Capital
North Dakota
– -$202K -5,241 Closed
PA
496
Pinnacle Associates
New York
– -$201K -5,227 Closed
TWD
497
True Wealth Design
Ohio
– -$101K -2,633 Closed
PAM
498
Palisade Asset Management
Minnesota
– -$86.2K -2,240 Closed
First Manhattan
499
First Manhattan
New York
– -$57.7K -1,500 Closed
VF
500
VitalStone Financial
Texas
– -$45K -1,160 Closed
17 18 19
20
21