We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$1.39M -$4.56M -187,070 -77%
MAM
127
Madison Asset Management
Wisconsin
$1.27M +$1.23M +50,320 New
SMG
128
Spectrum Management Group
Indiana
$1.27M +$45.8K +1,880 +4%
CA
129
Clearstead Advisors
Ohio
$1.24M -$23.1K -950 -2%
SWM
130
Shakespeare Wealth Management
Wisconsin
$1.16M -$18K -740 -2%
ACG
131
Allen Capital Group
Nebraska
$1.16M +$58.3K +2,395 +6%
CCM
132
Colorado Capital Management
Colorado
$1.15M -$3.04K -125 -0.3%
WCF
133
West Coast Financial
California
$1.14M -$54.8K -2,250 -5%
RFC
134
Regions Financial Corp
Alabama
$1.11M -$173K -7,100 -14%
GEA
135
Glen Eagle Advisors
New Jersey
$1.11M +$112K +4,605 +12%
IWM
136
IHT Wealth Management
Illinois
$1.08M -$268K -10,995 -20%
TCB
137
Texas Capital Bancshares
Texas
$1.06M -$135K -5,555 -12%
WG
138
Welch Group
Alabama
$1.04M -$6.33K -260 -0.5%
VHAM
139
Van Hulzen Asset Management
California
$1.04M +$1M +41,065 New
IAA
140
Independent Advisor Alliance
North Carolina
$1.01M +$969K +39,785 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$997K -$24.4K -1,000 -2%
CA
142
Cetera Advisors
Colorado
$987K +$9.74K +400 +1%
BSW
143
Buckingham Strategic Wealth
Missouri
$979K -$33.9K -1,390 -3%
Creative Planning
144
Creative Planning
Kansas
$947K +$25K +1,025 +3%
William Blair & Company
145
William Blair & Company
Illinois
$935K
Deutsche Bank
146
Deutsche Bank
Germany
$934K +$4.63K +190 +0.5%
HA
147
Harborview Advisors
Maine
$922K -$2.44K -100 -0.3%
Stifel Financial
148
Stifel Financial
Missouri
$895K -$104K -4,270 -11%
WWM
149
Windsor Wealth Management
Indiana
$895K
AC
150
Alexandria Capital
Virginia
$856K

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.