Invesco FTSE RAFI US 1000 ETF
479 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, 142 reducing their positions, and 29 closing their positions.
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
6% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 142
1% less funds holding
Funds holding: 485 → 479 (-6)
2.41% less ownership
Funds ownership: 70.93% → 68.51% (-2.4%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
5% less capital invested
Capital invested by funds: $4.95B → $4.68B (-$271M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$896M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$7.74M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$5.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.56M |
| 5 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$48.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.4M |
| 3 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$18M |
| 4 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$17.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
501
Palisade Asset Management
Minneapolis,
Minnesota
| – | -$86.2K | -2,240 | Closed |
|
502
First Manhattan
New York
| – | -$57.7K | -1,500 | Closed |
|
|
VF
503
VitalStone Financial
Shavano Park,
Texas
| – | -$45K | -1,160 | Closed |
|
|
FSWA
504
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$35K | -910 | Closed |
|
|
MAM
505
MMA Asset Management
Conshohocken,
Pennsylvania
| – | -$29.6K | -771 | Closed |
|
|
MJRIC
506
Mogy Joel R Investment Counsel
Beverly Hills,
California
| – | -$24K | -625 | Closed |
|
|
ACM
507
Anfield Capital Management
Irvine,
California
| – | -$16.4K | -426 | Closed |
|
|
IGWM
508
ICA Group Wealth Management
Denver,
Colorado
| – | -$16K | -417 | Closed |
|
|
FIM
509
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$5.96K | -155 | Closed |
|
|
SAM
510
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$4.22K | -110 | Closed |
|
511
BNP Paribas Financial Markets
Paris,
France
| – | -$1.54K | -40 | Closed |
|
PRF Hedge Fund Activity: Q2 2024 in Review
479 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2024, worth a combined $4.68B — down 5.5% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PRF positions and 29 closed out — a net gain of 1 holder — while 133 added to existing stakes and 142 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $896M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $48.2M sold.
- 479 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2024, down from 485 in Q1 2024.
- Funds reported $4.68B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2024, down 5.5% quarter-over-quarter.
- 30 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2024 and 29 closed out, a net change of +1 holder.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2024 was Charles Schwab, an estimated $896M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $48.2M sold.
Based on aggregated 13F filings for Q2 2024.