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Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$2.58M +$2.48M +101,750 New
CIA
102
Choate Investment Advisors
Massachusetts
$2.57M -$592K -24,320 -19%
PWP
103
Principle Wealth Partners
Connecticut
$2.56M -$389K -15,975 -14%
WA1
104
Wimmer Associates 1
California
$2.55M +$139K +5,715 +6%
DIP
105
DT Investment Partners
Pennsylvania
$2.54M
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$2.53M +$6.82K +280 +0.3%
RPG
107
Resource Planning Group
Georgia
$2.53M -$711K -29,215 -22%
BJ
108
Brouwer & Janachowski
California
$2.33M -$147K -6,035 -6%
NB
109
Northwest Bancshares
Pennsylvania
$2.24M -$518K -21,270 -19%
GC
110
Gratus Capital
Georgia
$2.2M -$51K -2,095 -2%
MHS
111
M Holdings Securities
Oregon
$2.17M +$330K +13,560 +19%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$2.15M +$197K +8,090 +11%
Northern Trust
113
Northern Trust
Illinois
$2M +$196K +8,045 +11%
GIA
114
Gladstone Institutional Advisory
Florida
$1.82M -$236K -9,675 -12%
IFWM
115
Institute for Wealth Management
Colorado
$1.8M +$122 +5 +0%
JWCA
116
J.W. Cole Advisors
Florida
$1.75M +$1.68M +69,125 New
FAIM
117
Financial Advocates Investment Management
Washington
$1.61M +$43.2K +1,775 +3%
PWM
118
Perigon Wealth Management
California
$1.61M +$235K +9,660 +18%
BBHC
119
Brown Brothers Harriman & Co
New York
$1.55M -$707K -29,050 -32%
BCI
120
Brinker Capital Investments
Pennsylvania
$1.55M -$86.2K -3,540 -5%
MFS
121
McNamara Financial Services
Massachusetts
$1.52M -$60.8K -2,495 -4%
MA
122
Montag & Associates
Georgia
$1.51M
PMFA
123
Plante Moran Financial Advisors
Michigan
$1.48M -$86.2K -3,540 -6%
Lido Advisors
124
Lido Advisors
California
$1.45M -$24.6K -1,010 -2%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$1.39M +$49.9K +2,050 +4%

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.