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Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.4M -$147K -3,562 -3%
PWP
102
Precedent Wealth Partners
Texas
$4.2M -$238K -5,749 -5%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$4.18M +$871K +21,089 +26%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$4.15M +$10K +242 +0.2%
IAA
105
Independent Advisor Alliance
North Carolina
$3.94M +$4.04M +97,720 New
CMS
106
Capital Market Strategies
Florida
$3.74M -$29.1K -703 -0.8%
LPT
107
Legacy Private Trust
Wisconsin
$3.71M -$135K -3,255 -3%
CTC
108
Central Trust Company
Missouri
$3.57M -$154K -3,731 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$3.49M -$41 -1 -0%
RFA
110
Rollins Financial Advisors
New York
$3.48M +$54.9K +1,328 +2%
UWS
111
Unique Wealth Strategies
Illinois
$3.41M -$51.3K -1,241 -1%
HHRDM
112
H&H Retirement Design & Management
Nevada
$3.38M -$57.2K -1,385 -2%
YWM
113
Yoder Wealth Management
California
$3.37M
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M +$163K +3,952 +5%
Northern Trust
115
Northern Trust
Illinois
$3.34M +$102K +2,475 +3%
KW
116
KWB Wealth
California
$3.31M -$503K -12,163 -13%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$3.24M -$82.6K -2,000 -2%
SIC
118
Sigma Investment Counselors
Michigan
$3.18M -$4.42K -107 -0.1%
FA
119
FDx Advisors
Illinois
$2.84M -$198K -4,797 -6%
SFS
120
Security Financial Services
Indiana
$2.84M -$56.8K -1,374 -2%
SPC
121
Sigma Planning Corp
Michigan
$2.78M -$21K -507 -0.7%
MGIA
122
Moneta Group Investment Advisors
Missouri
$2.68M +$37.9K +918 +1%
TBWA
123
Three Bridge Wealth Advisors
California
$2.65M +$78.6K +1,902 +3%
SF
124
Summit Financial
New Jersey
$2.62M -$105K -2,548 -4%
IFWM
125
Institute for Wealth Management
Colorado
$2.52M -$6.78K -164 -0.3%

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.