Invesco FTSE RAFI US 1000 ETF
297 hedge funds and large institutions have $2.69B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 145 reducing their positions, and 43 closing their positions.
6.3% more ownership
Funds ownership: 343.21% → 349.52% (+6.3%)
8% less funds holding
Funds holding: 322 → 297 (-25)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
30% less capital invested
Capital invested by funds: $3.86B → $2.69B (-$1.17B)
49% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 43
54% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$93.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$92.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$39.9M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$22.1M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$55.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.2M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$38.1M |
| 4 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$18.3M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$17.6M |
PRF Hedge Fund Activity: Q1 2020 in Review
297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2020, worth a combined $2.69B — down 30% from $3.86B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of PRF and 22 opened new positions — a net loss of 21 holders — while 145 trimmed existing stakes and 66 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $93.7M. The largest seller was LPL Financial, cutting an estimated $55.7M.
- 297 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2020, down from 322 in Q4 2019.
- Funds reported $2.69B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2020, down 30% quarter-over-quarter.
- 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2020 and 43 closed out, a net change of -21 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $93.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2020 was LPL Financial, an estimated $55.7M sold.
Based on aggregated 13F filings for Q1 2020.