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Invesco FTSE RAFI US 1000 ETF

402 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 108

5% more funds holding

Funds holding: 383402 (+19)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $3.94B → $4.05B (+$106M)

3.03% less ownership

Funds ownership: 340.69%337.65% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256K

Holders
402
Holders Change
+19
Holders Change %
+4.96%
% of All Funds
6.34%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.39%
New
48
Increased
123
Reduced
108
Closed
23
Calls
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
KW
101
KWB Wealth
California
$3.73M
FA
102
FDx Advisors
Illinois
$3.63M -$51.7K -1,530 -1%
WP
103
WealthSource Partners
California
$3.54M -$27.6K -815 -0.8%
PCA
104
Permit Capital Advisors
Pennsylvania
$3.53M +$3.45M +102,085 New
NRI
105
NFP Retirement Inc
California
$3.52M +$3.48M +102,880 New
CMS
106
Capital Market Strategies
Florida
$3.44M
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$3.42M +$6.93K +205 +0.2%
MWM
108
Marion Wealth Management
Pennsylvania
$3.24M -$14.9K -440 -0.5%
HTC
109
Haverford Trust Company
Pennsylvania
$3.09M +$1.04M +30,830 +52%
GLA
110
Great Lakes Advisors
Illinois
$3.06M
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$3.02M +$711K +21,035 +31%
JWA
112
JFS Wealth Advisors
Pennsylvania
$3.01M -$184K -5,445 -6%
SWM
113
SigFig Wealth Management
California
$2.89M +$1.01M +29,970 +55%
JWM
114
Jackson Wealth Management
Florida
$2.73M +$102K +3,030 +4%
NA
115
NewEdge Advisors
Louisiana
$2.73M -$1.21M -35,735 -31%
Cerity Partners
116
Cerity Partners
New York
$2.72M -$8.79K -260 -0.3%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$2.7M -$775K -22,915 -22%
EWM
118
Echo Wealth Management
Minnesota
$2.46M +$95.2K +2,815 +4%
NB
119
Northwest Bancshares
Pennsylvania
$2.45M -$7.61K -225 -0.3%
SPC
120
Sigma Planning Corp
Michigan
$2.45M +$294K +8,690 +14%
CAM
121
Cidel Asset Management
Ontario, Canada
$2.45M +$1.9M +56,075 +358%
FAIM
122
Financial Advocates Investment Management
Washington
$2.34M -$3.15M -93,100 -58%
IFWM
123
Institute for Wealth Management
Colorado
$2.33M -$11.7K -345 -0.5%
TCBWMS
124
Texas Capital Bank Wealth Management Services
Texas
$2.29M
ACP
125
Aviance Capital Partners
Florida
$2.29M +$201K +5,935 +10%

PRF Hedge Fund Activity: Q1 2022 in Review

402 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2022, worth a combined $4.05B — up 2.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRF positions and 23 closed out — a net gain of 25 holders — while 123 added to existing stakes and 108 trimmed.

The largest buyer was Ameriprise, adding an estimated $43.6M. The largest seller was Invesco, cutting an estimated $12.7M.

  • 402 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2022, up from 383 in Q4 2021.
  • Funds reported $4.05B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 48 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2022 and 23 closed out, a net change of +25 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2022 was Ameriprise, an estimated $43.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2022 was Invesco, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2022.