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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
PWM
101
Perigon Wealth Management
California
$2.23M +$69.9K +2,805 +3%
NB
102
Northwest Bancshares
Pennsylvania
$2.18M -$29.3K -1,175 -1%
Jane Street
103
Jane Street
New York
$2.09M +$1.61M +64,525 +458%
NCM
104
Novare Capital Management
North Carolina
$2.01M -$961K -38,570 -34%
IFWM
105
Institute for Wealth Management
Colorado
$1.84M
CWM
106
Cornerstone Wealth Management
Missouri
$1.81M +$250K +10,050 +17%
WFA
107
West Financial Advisors
Iowa
$1.79M +$1.68M +67,390 New
BJ
108
Brouwer & Janachowski
California
$1.78M -$72.5K -2,910 -4%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$1.56M -$146K -5,845 -9%
FAIM
110
Financial Advocates Investment Management
Washington
$1.52M -$55.4K -2,225 -4%
GEA
111
Glen Eagle Advisors
New Jersey
$1.51M +$30.8K +1,235 +2%
MA
112
Montag & Associates
Georgia
$1.39M
SFP
113
Sterling Financial Planning
New Jersey
$1.34M +$1.25M +50,375 New
MFS
114
McNamara Financial Services
Massachusetts
$1.33M
RPG
115
Resource Planning Group
Georgia
$1.31M -$45K -1,805 -3%
Goldman Sachs
116
Goldman Sachs
New York
$1.25M -$11.7K -470 -1%
CS
117
Credit Suisse
Switzerland
$1.25M
GIA
118
Gladstone Institutional Advisory
Florida
$1.23M +$62.4K +2,505 +6%
SWM
119
Shakespeare Wealth Management
Wisconsin
$1.16M
ACG
120
Allen Capital Group
Nebraska
$1.13M +$24.7K +990 +2%
CCM
121
Colorado Capital Management
Colorado
$1.11M -$12.1K -485 -1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.1M +$665K +26,710 +188%
Lido Advisors
123
Lido Advisors
California
$1.09M +$134K +5,390 +15%
EVM
124
Eaton Vance Management
Massachusetts
$1.09M +$324K +13,025 +47%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.08M -$236K -9,470 -19%

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.