Invesco FTSE RAFI US 1000 ETF
410 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
14% more capital invested
Capital invested by funds: $3.56B → $4.06B (+$500M)
7.76% more ownership
Funds ownership: 338.63% → 346.39% (+7.8%)
5% more funds holding
Funds holding: 392 → 410 (+18)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
0% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$29.2M |
| 2 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
+$15.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.4M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$10.8M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$14.2M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
-$9.24M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.88M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.14M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.86M |
PRF Hedge Fund Activity: Q4 2022 in Review
410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.
The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.
- 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
- Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2022.