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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$16M -$1.38M -34,018 -8%
BWA
52
Boulder Wealth Advisors
Colorado
$14.9M +$524K +12,899 +4%
AF
53
Allworth Financial
California
$14.2M +$925K +22,775 +7%
TBC
54
Ted Buchan & Co
California
$14.1M +$117K +2,874 +0.8%
SPIA
55
Steward Partners Investment Advisory
New York
$13.7M +$214K +5,278 +2%
GT
56
Glenmede Trust
Pennsylvania
$13.6M -$80.2K -1,975 -0.6%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$13.4M -$11K -270 -0.1%
BEAM
58
Baker Ellis Asset Management
Washington
$13.2M -$254K -6,250 -2%
RA
59
Rodgers & Associates
Pennsylvania
$12.9M +$1.1M +27,018 +9%
NRI
60
NFP Retirement Inc
California
$12.7M +$523K +12,874 +4%
CFGF
61
Compass Financial Group (Florida)
Florida
$12.3M -$40.9K -1,007 -0.3%
CHAM
62
Clear Harbor Asset Management
Connecticut
$12.1M +$1.95K +48 +0%
JFA
63
JNBA Financial Advisors
Minnesota
$11.6M +$48.4K +1,190 +0.4%
WIA
64
World Investment Advisors
California
$11M +$224K +5,514 +2%
OPCM
65
Osborne Partners Capital Management
California
$10.9M -$95.9K -2,361 -0.9%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$10.9M +$245K +6,034 +2%
Osaic Holdings
67
Osaic Holdings
Arizona
$9.26M +$1.9M +46,730 +26%
WANY
68
Wealthspire Advisors (New York)
New York
$9.16M +$8.85M +217,786 +2,821%
AAS
69
Avantax Advisory Services
Texas
$9.03M -$514K -12,646 -5%
CWM
70
Cornerstone Wealth Management
Missouri
$8.7M +$401K +9,879 +5%
IC
71
IEQ Capital
California
$8.57M -$71.4K -1,757 -0.8%
MML Investors Services
72
MML Investors Services
Massachusetts
$8.49M +$58.7K +1,445 +0.7%
AFA
73
Arlington Financial Advisors
California
$8.38M -$185K -4,551 -2%
TLP
74
Trinity Legacy Partners
Texas
$7.97M +$328K +7,958 +4%
WA1
75
Wimmer Associates 1
California
$7.86M +$151K +3,727 +2%
1 2
3
4 5