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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Comerica Securities
Michigan
$6.09M +$1.97M +59,030 +50%
BIP
77
Bouvel Investment Partners
Pennsylvania
$5.98M +$304K +9,105 +6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$5.88M -$3.51K -105 -0.1%
WOSD
79
WFA of San Diego
California
$5.82M -$7.36K -220 -0.1%
CA
80
Cornerstone Advisory
Maryland
$5.72M +$162K +4,855 +3%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.65M +$2.85M +85,230 +107%
Comerica Bank
82
Comerica Bank
Texas
$5.64M +$1.49M +44,600 +36%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$5.36M +$2.8M +83,785 +112%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$5.19M -$613K -18,340 -11%
SFS
85
Security Financial Services
Indiana
$4.91M +$4.78M +142,980 New
AI
86
Atria Investments
North Carolina
$4.91M +$729K +21,800 +18%
GT
87
Glenmede Trust
Pennsylvania
$4.71M -$75.7K -2,265 -2%
EI
88
Ellevest Inc
New York
$4.7M
HCC
89
Hirtle Callaghan & Co
Pennsylvania
$4.29M
SIC
90
Sigma Investment Counselors
Michigan
$4.17M -$25.1K -750 -0.6%
CWM
91
Cornerstone Wealth Management
Missouri
$4M +$405K +12,125 +12%
IC
92
IEQ Capital
California
$3.98M +$2.94M +88,000 +316%
NA
93
NewEdge Advisors
Louisiana
$3.97M +$2.61M +78,130 +209%
CTC
94
Central Trust Company
Missouri
$3.94M +$134K +4,020 +4%
GW
95
GW & Wade
Massachusetts
$3.92M +$242K +7,250 +7%
PWM
96
Perigon Wealth Management
California
$3.86M +$131K +3,925 +4%
FAIM
97
Financial Advocates Investment Management
Washington
$3.77M +$3.3M +98,580 +157%
WA1
98
Wimmer Associates 1
California
$3.75M +$66K +1,975 +2%
KW
99
KWB Wealth
California
$3.73M -$89.6K -2,680 -2%
FA
100
FDx Advisors
Illinois
$3.7M +$206K +6,175 +6%

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.