PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

382 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
Holders
382
Holders Change
+29
Holders Change %
+8.22%
% of All Funds
5.9%
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

1
RA
1
RFG Advisory
Alabama
$115M
2
Ameriprise
2
Ameriprise
Minnesota
$211M
3
Bank of America
3
Bank of America
North Carolina
$349M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$37.4M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$853K
2
CAN
2
Cetera Advisor Networks
California
$8.91M
3
CST
3
Charles Schwab Trust
Nevada
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$8.29M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthSource Partners
California
$3.58M +$321K +9,350 +10%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$3.5M -$29.7K -865 -0.8%
CMS
103
Capital Market Strategies
Florida
$3.46M +$3.46M +100,795 New
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$3.44M +$7.73K +225 +0.2%
BCM
105
BlueCrest Capital Management
Jersey
$3.37M +$3.07M +89,270 +1,008%
CA
106
Cetera Advisors
Colorado
$3.36M +$2.85M +82,935 +562%
MWM
107
Marion Wealth Management
Pennsylvania
$3.27M +$3.27M +95,330 New
JWA
108
JFS Wealth Advisors
Pennsylvania
$3.22M -$65.9K -1,920 -2%
GLA
109
Great Lakes Advisors
Illinois
$3.08M – – –
GWAG
110
Garrett Wealth Advisory Group
Texas
$2.79M +$2.41M +70,285 +645%
Cerity Partners
111
Cerity Partners
New York
$2.74M +$2.05M +59,690 +298%
JWM
112
Jackson Wealth Management
Florida
$2.65M +$1.2K +35 +0%
NB
113
Northwest Bancshares
Pennsylvania
$2.47M -$189K -5,515 -7%
EWM
114
Echo Wealth Management
Minnesota
$2.42M +$74.5K +2,145 +3%
RA
115
RiverTree Advisors
Florida
$2.36M +$309K +8,985 +15%
IFWM
116
Institute for Wealth Management
Colorado
$2.36M -$5.15K -150 -0.2%
MWM
117
Modera Wealth Management
New Jersey
$2.34M +$2.04M +59,300 +678%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.31M +$1.53M +44,630 +197%
US Bancorp
119
US Bancorp
Minnesota
$2.31M -$20.8K -605 -0.9%
TCBWMS
120
Texas Capital Bank Wealth Management Services
Texas
$2.3M – – –
Northern Trust
121
Northern Trust
Illinois
$2.22M +$12.5K +365 +0.6%
SMG
122
Spectrum Management Group
Indiana
$2.18M – – –
SPC
123
Sigma Planning Corp
Michigan
$2.17M +$550K +16,010 +34%
WFA
124
West Financial Advisors
Iowa
$2.16M – – –
PPA
125
Parametric Portfolio Associates
Washington
$2.13M +$1.73M +50,515 +444%
3 4
5
6 7