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Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$15.1M -$825K -19,965 -5%
AF
52
Allworth Financial
California
$14.3M -$324K -7,848 -2%
SPIA
53
Steward Partners Investment Advisory
New York
$13.9M +$281K +6,793 +2%
TBC
54
Ted Buchan & Co
California
$13.7M -$338K -8,177 -2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$13.3M +$23.1K +559 +0.2%
BEAM
56
Baker Ellis Asset Management
Washington
$13.3M +$207K +5,003 +2%
SFGP
57
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.2M +$13.5M +327,749 New
GT
58
Glenmede Trust
Pennsylvania
$13.2M -$268K -6,475 -2%
NRI
59
NFP Retirement Inc
California
$13.1M +$559K +13,534 +4%
RA
60
Rodgers & Associates
Pennsylvania
$12.3M -$531K -12,860 -4%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$12.2M +$10.7M +258,518 +598%
CHAM
62
Clear Harbor Asset Management
Connecticut
$11.9M -$30.1K -729 -0.2%
CFGF
63
Compass Financial Group (Florida)
Florida
$11.9M -$323K -7,806 -3%
WIA
64
World Investment Advisors
California
$11.5M +$602K +14,557 +5%
JFA
65
JNBA Financial Advisors
Minnesota
$11.4M -$177K -4,272 -1%
MHWM
66
Montz Harcus Wealth Management
Louisiana
$11.2M +$446K +10,781 +4%
Corient Private Wealth
67
Corient Private Wealth
Florida
$10.9M -$9.19M -222,470 -45%
OPCM
68
Osborne Partners Capital Management
California
$10.6M -$240K -5,810 -2%
Osaic Holdings
69
Osaic Holdings
Arizona
$10.2M +$1.03M +24,853 +11%
CWM
70
Cornerstone Wealth Management
Missouri
$9.47M +$847K +20,494 +10%
LFG
71
Larson Financial Group
Missouri
$9.31M +$4.87M +117,811 +104%
WANY
72
Wealthspire Advisors (New York)
New York
$8.94M -$165K -3,990 -2%
MML Investors Services
73
MML Investors Services
Massachusetts
$8.66M +$238K +5,763 +3%
CWM
74
Connecticut Wealth Management
Connecticut
$8.57M +$2.74M +66,368 +611%
IC
75
IEQ Capital
California
$8.54M +$27.7K +670 +0.3%

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.