PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

409 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.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
6.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$135M
2
HCP
2
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
3
Wells Fargo
California
$39.3M
4
MWM
4
Merriman Wealth Management
Washington
$10.9M
5
WBG
5
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
1
Summit Financial
New Jersey
$5.27M
2
FA
2
Fermata Advisors
California
$426K
3
CSIA
3
Charles Schwab Investment Advisory
California
$801M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthSource Partners
California
$3.41M +$11.6K +375 +0.3%
CTC
102
Central Trust Company
Missouri
$3.39M -$38.2K -1,230 -1%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$3.33M -$41.7K -1,345 -1%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$3.29M -$784K -25,275 -19%
Creative Planning
105
Creative Planning
Kansas
$3.24M +$467K +15,045 +17%
SFS
106
Security Financial Services
Indiana
$3.23M -$100K -3,235 -3%
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$3.13M +$7.76K +250 +0.2%
CMS
108
Capital Market Strategies
Florida
$3.08M -$8.22K -265 -0.3%
SIC
109
Sigma Investment Counselors
Michigan
$3.03M -$564K -18,170 -16%
DA
110
Detalus Advisors
Missouri
$2.86M -$876K -28,225 -23%
OPPS
111
Obsidian Personal Planning Solutions
Maryland
$2.85M +$91.7K +2,955 +3%
FA
112
FDx Advisors
Illinois
$2.82M -$289K -9,315 -9%
GLA
113
Great Lakes Advisors
Illinois
$2.78M – – –
Baird Financial Group
114
Baird Financial Group
Wisconsin
$2.77M +$58K +1,870 +2%
JWA
115
JFS Wealth Advisors
Pennsylvania
$2.31M -$286K -9,210 -11%
SPC
116
Sigma Planning Corp
Michigan
$2.27M -$26.7K -860 -1%
NB
117
Northwest Bancshares
Pennsylvania
$2.23M – – –
GW
118
GW & Wade
Massachusetts
$2.21M +$444K +14,300 +25%
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M +$756K +24,355 +52%
HTC
120
Haverford Trust Company
Pennsylvania
$2.18M – – –
IFWM
121
Institute for Wealth Management
Colorado
$2.08M -$10.1K -325 -0.5%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$2.05M +$361K +11,630 +21%
Northern Trust
123
Northern Trust
Illinois
$1.98M -$8.53K -275 -0.4%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$1.96M +$17.5K +565 +0.9%
CWM
125
Cahill Wealth Management
Michigan
$1.9M +$329 +10 +0%
3 4
5
6 7