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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
SSC
76
Syverson Strege & Co
Iowa
$3.65M +$3.41M +137,090 New
EI
77
Ellevest Inc
New York
$3.65M +$6.23K +250 +0.2%
RCA
78
Resonant Capital Advisors
Wisconsin
$3.64M -$132K -5,320 -4%
RCA
79
Rowland Carmichael Advisors
Arizona
$3.59M -$64.1K -2,575 -2%
GAM
80
Gemmer Asset Management
California
$3.57M -$337K -13,540 -9%
EH
81
Equitable Holdings
New York
$3.45M +$286K +11,480 +10%
JWA
82
JFS Wealth Advisors
Pennsylvania
$3.37M -$839K -33,680 -21%
HCC
83
Hirtle Callaghan & Co
Pennsylvania
$3.33M
Citadel Advisors
84
Citadel Advisors
Florida
$3.28M +$874K +35,090 +40%
TCBWMS
85
Texas Capital Bank Wealth Management Services
Texas
$2.97M -$526K -21,120 -16%
CTC
86
Central Trust Company
Missouri
$2.96M +$1.87K +75 +0.1%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.83M -$3.66M -147,170 -58%
MCC
88
Money Concepts Capital
Florida
$2.82M +$2.63M +105,790 New
GLA
89
Great Lakes Advisors
Illinois
$2.8M +$2.86K +115 +0.1%
FA
90
FDx Advisors
Illinois
$2.77M -$235K -9,430 -8%
TA
91
Tiedemann Advisors
New York
$2.72M -$11.8K -475 -0.5%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$2.64M +$5.35K +215 +0.2%
EWM
93
Echo Wealth Management
Minnesota
$2.64M +$2.47M +99,140 New
US Bancorp
94
US Bancorp
Minnesota
$2.6M -$1.84M -73,830 -43%
WA1
95
Wimmer Associates 1
California
$2.58M -$16.6K -665 -0.7%
BP
96
Ballentine Partners
Massachusetts
$2.51M -$1.24M -49,960 -35%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.41M -$152K -6,110 -6%
KW
98
KWB Wealth
California
$2.39M +$2.23M +89,560 New
SMG
99
Spectrum Management Group
Indiana
$2.33M -$622K -24,960 -22%
Northern Trust
100
Northern Trust
Illinois
$2.3M

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.