PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

484 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+8
Holders Change %
+1.68%
% of All Funds
7%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
41
Increased
148
Reduced
128
Closed
25
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$54.3M
2
HCP
Holt Capital Partners
Texas
$42.8M
3
RA
RFG Advisory
Alabama
$243M
4
GAG
Goodman Advisory Group
Massachusetts
$16.1M
5
Ameriprise
Ameriprise
Minnesota
$255M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.76M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
3
Charles Schwab
Charles Schwab
California
$961M
4
WA
Waverly Advisors
Alabama
$165M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
476
Ritter Daniher Financial Advisory
Ohio
$8.66K +$1.95K +48 +29%
FDCP
477
Foster Dykema Cabot & Partners
Massachusetts
$7.72K – – –
PA
478
PSI Advisors
Florida
$7.72K – – –
BWL
479
Bogart Wealth LLC
Virginia
$6.7K – – –
KSWA
480
Kathleen S. Wright Associates
Pennsylvania
$5.89K +$5.89K +145 New
FWM
481
FSA Wealth Management
Massachusetts
$5.44K +$5.44K +134 New
KWAG
482
Kiely Wealth Advisory Group
North Carolina
$2.52K – – –
S
483
Sachetta
Massachusetts
$2.44K +$2.44K +60 New
OP
484
ORG Partners
Indiana
$1.02K – – –
CMP
485
Coston McIsaac & Partners
Maine
$59 +$14 +350 +31%
CYG
486
Clean Yield Group
Vermont
$18 -$17 – –
SFC
487
Strategic Financial Concepts
Texas
– -$25.9K -62,519 Closed
WP
488
WealthPLAN Partners
Nebraska
– -$716K -18,862 Closed
PWA
489
Pillar Wealth Advisors
Pennsylvania
– -$598K -15,760 Closed
QWM
490
Quadcap Wealth Management
Texas
– -$582K -15,340 Closed
USCWA
491
U.S. Capital Wealth Advisors
Texas
– -$418K -11,005 Closed
VHAM
492
Van Hulzen Asset Management
California
– -$388K -10,226 Closed
Bank of New York Mellon
493
Bank of New York Mellon
New York
– -$263K -6,937 Closed
AWM
494
AE Wealth Management
Kansas
– -$213K -5,626 Closed
MAG
495
Mayfair Advisory Group
Alabama
– -$203K -5,215 Closed
UB
496
UMB Bank
Missouri
– -$68.5K -1,805 Closed
SFC
497
SYM Financial Corp
Indiana
– -$51.7K -1,363 Closed
PG
498
Proffitt & Goodson
Tennessee
– -$45.4K -1,195 Closed
PGAM
499
Princeton Global Asset Management
New Jersey
– -$43.6K -1,150 Closed
CP
500
Camelot Portfolios
Ohio
– -$38K -1,000 Closed
17 18 19
20
21