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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
AAS
76
Avantax Advisory Services
Texas
$8.48M -$494K -11,962 -5%
AFA
77
Arlington Financial Advisors
California
$8.29M -$24.7K -598 -0.3%
TLP
78
Trinity Legacy Partners
Texas
$8.09M +$287K +6,949 +4%
EFS
79
Essex Financial Services
Connecticut
$7.92M +$1.02M +24,579 +14%
PWM
80
Perigon Wealth Management
California
$7.61M -$120K -2,904 -2%
WA1
81
Wimmer Associates 1
California
$7.58M -$235K -5,687 -3%
Cerity Partners
82
Cerity Partners
New York
$7.51M +$625K +15,135 +9%
RCA
83
Resonant Capital Advisors
Wisconsin
$7.51M -$102K -2,468 -1%
JAG
84
Journey Advisory Group
Kentucky
$7.37M
Creative Planning
85
Creative Planning
Kansas
$7.31M +$227K +5,499 +3%
Lido Advisors
86
Lido Advisors
California
$6.93M +$132K +3,184 +2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$6.45M +$1.31M +31,631 +25%
MWM
88
Marion Wealth Management
Pennsylvania
$6.43M +$54.4K +1,316 +0.8%
CCMI
89
Creative Capital Management Investments
California
$5.66M +$909 +22 +0%
EI
90
Ellevest Inc
New York
$5.61M +$22.9K +553 +0.4%
CA
91
Cornerstone Advisory
Maryland
$5.54M -$90.5K -2,189 -2%
BIP
92
Bouvel Investment Partners
Pennsylvania
$5.53M -$162K -3,924 -3%
OPPS
93
Obsidian Personal Planning Solutions
Maryland
$5.4M +$180K +4,362 +4%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.4M +$224K +5,425 +4%
William Blair & Company
95
William Blair & Company
Illinois
$5.32M -$22.1K -536 -0.4%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$5.04M
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$4.84M +$872K +21,093 +21%
CAM
98
Cidel Asset Management
Ontario, Canada
$4.84M -$59.4K -1,437 -1%
MSWMA
99
Market Street Wealth Management Advisors
Indiana
$4.67M -$201K -4,863 -4%
JWWM
100
Johnson & White Wealth Management
Pennsylvania
$4.59M +$310K +7,507 +7%

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.