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Invesco FTSE RAFI US 1000 ETF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289318 (+29)

6.71% more ownership

Funds ownership: 335.57%342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
RegentAtlantic Capital
New Jersey
$7.8M -$90.4K -3,630 -1%
PO
52
Private Ocean
California
$7.65M -$256K -10,260 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$7.44M +$3.21M +129,060 +86%
PFA
54
Pettinga Financial Advisors
Indiana
$7.3M -$361K -14,505 -5%
MML Investors Services
55
MML Investors Services
Massachusetts
$6.77M +$74.1K +2,975 +1%
MSWMA
56
Market Street Wealth Management Advisors
Indiana
$6.34M -$269K -10,815 -4%
JFA
57
JNBA Financial Advisors
Minnesota
$6.26M +$1.15M +46,165 +24%
NEIRG
58
New England Investment & Retirement Group
Massachusetts
$6.26M +$42.1K +1,690 +0.7%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$6.2M -$12.7K -510 -0.2%
RJA
60
Raymond James & Associates
Florida
$6.11M -$168K -6,740 -3%
PAG
61
Private Advisor Group
New Jersey
$5.85M +$357K +14,330 +7%
CST
62
Charles Schwab Trust
Nevada
$5.83M +$52.3K +2,100 +1%
LPT
63
Legacy Private Trust
Wisconsin
$5.6M -$181K -7,250 -3%
AAS
64
Avantax Advisory Services
Texas
$5.38M -$3.15M -126,670 -39%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$5.16M -$875K -35,125 -15%
GT
66
Glenmede Trust
Pennsylvania
$5.13M -$236K -9,480 -5%
Mariner
67
Mariner
Kansas
$5.08M -$365K -14,660 -7%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$5.03M +$4.7M +188,675 New
SPIA
69
Steward Partners Investment Advisory
New York
$4.67M -$157K -6,310 -3%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$4.61M +$23K +925 +0.5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$4.33M +$28.9K +1,160 +0.7%
SIC
72
Sigma Investment Counselors
Michigan
$4.26M +$486K +19,520 +14%
CA
73
Cornerstone Advisory
Maryland
$4.21M -$61.9K -2,485 -2%
PFO
74
Pathstone Family Office
New Jersey
$3.79M +$3.54M +142,180 New
BIP
75
Bouvel Investment Partners
Pennsylvania
$3.67M +$3.43M +137,770 New

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.