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Invesco FTSE RAFI US 1000 ETF
PRF

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: 19 → 24 (+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: 354 → 383 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$19.2M
2
Ameriprise
Ameriprise
Minnesota
+$15.4M
3
Bank of America
Bank of America
North Carolina
+$14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$9.75M

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$18.8M
2
CAN
Cetera Advisor Networks
California
-$18.2M
3
CST
Charles Schwab Trust
Nevada
-$6.78M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$3.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
101
WealthSource Partners
California
$3.58M +$313K +9,350 +10%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$3.5M -$28.9K -865 -0.8%
CMS
103
Capital Market Strategies
Florida
$3.46M +$3.37M +100,795 New
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$3.44M +$7.52K +225 +0.2%
BCM
105
BlueCrest Capital Management
Jersey
$3.37M +$2.98M +89,270 +1,008%
CA
106
Cetera Advisors
Colorado
$3.35M +$2.77M +82,935 +562%
MWM
107
Marion Wealth Management
Pennsylvania
$3.27M +$3.19M +95,330 New
JWA
108
JFS Wealth Advisors
Pennsylvania
$3.22M -$64.2K -1,920 -2%
GLA
109
Great Lakes Advisors
Illinois
$3.08M – – –
GWAG
110
Garrett Wealth Advisory Group
Texas
$2.79M +$2.35M +70,285 +645%
Cerity Partners
111
Cerity Partners
New York
$2.74M +$2M +59,690 +298%
JWM
112
Jackson Wealth Management
Florida
$2.65M +$1.17K +35 +0%
NB
113
Northwest Bancshares
Pennsylvania
$2.47M -$184K -5,515 -7%
EWM
114
Echo Wealth Management
Minnesota
$2.42M +$71.7K +2,145 +3%
RA
115
RiverTree Advisors
Florida
$2.36M +$300K +8,985 +15%
IFWM
116
Institute for Wealth Management
Colorado
$2.35M -$5.02K -150 -0.2%
MWM
117
Modera Wealth Management
New Jersey
$2.34M +$1.98M +59,300 +678%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.31M +$1.49M +44,630 +197%
US Bancorp
119
US Bancorp
Minnesota
$2.31M -$20.2K -605 -0.9%
TCBWMS
120
Texas Capital Bank Wealth Management Services
Texas
$2.3M – – –
Northern Trust
121
Northern Trust
Illinois
$2.22M +$12.2K +365 +0.6%
SMG
122
Spectrum Management Group
Indiana
$2.18M – – –
SPC
123
Sigma Planning Corp
Michigan
$2.17M +$535K +16,010 +34%
WFA
124
West Financial Advisors
Iowa
$2.16M – – –
PPA
125
Parametric Portfolio Associates
Washington
$2.13M +$1.69M +50,515 +444%
3 4
5
6 7

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.