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Invesco FTSE RAFI US 1000 ETF

289 hedge funds and large institutions have $2.56B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

0.31% more ownership

Funds ownership: 335.26%335.57% (+0.31%)

0% more capital invested

Capital invested by funds: $2.55B → $2.56B (+$6.19M)

0% more funds holding

Funds holding: 289289 (0)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

48% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 126

Holders
289
Holders Change
Holders Change %
0%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
22
Increased
65
Reduced
126
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$810K -$286K -12,515 -26%
EWM
127
Evercore Wealth Management
New York
$769K
PWP
128
Principle Wealth Partners
Connecticut
$765K -$236K -10,325 -23%
ACP
129
Aviance Capital Partners
Florida
$757K +$145K +6,315 +23%
Stifel Financial
130
Stifel Financial
Missouri
$747K -$6.64K -290 -0.9%
BBHC
131
Brown Brothers Harriman & Co
New York
$733K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$714K +$119K +5,220 +20%
SWP
133
Stratos Wealth Partners
Ohio
$694K +$229 +10 +0%
HA
134
Harborview Advisors
Maine
$672K -$98.5K -4,305 -13%
AC
135
Alexandria Capital
Virginia
$659K
Creative Planning
136
Creative Planning
Kansas
$658K +$67.2K +2,935 +11%
WCF
137
West Coast Financial
California
$652K -$16.9K -740 -3%
WP
138
WealthPLAN Partners
Nebraska
$642K -$11.7K -510 -2%
GVAG
139
Great Valley Advisor Group
Delaware
$635K +$639K +27,920 New
EVM
140
Eaton Vance Management
Massachusetts
$634K -$50.6K -2,210 -7%
IC
141
IEQ Capital
California
$634K
PJB
142
Paul John Balson
California
$614K +$2.52K +110 +0.4%
GA
143
Geller Advisors
New York
$611K -$24.7M -1,078,815 -98%
SPC
144
Sigma Planning Corp
Michigan
$603K +$18.1K +790 +3%
N
145
Natixis
France
$593K -$5.49K -240 -0.9%
JCM
146
Jacobi Capital Management
Pennsylvania
$583K +$38.9K +1,700 +7%
SFA
147
Sequoia Financial Advisors
Ohio
$573K -$45.8K -2,000 -7%
MAM
148
Madison Asset Management
Wisconsin
$573K
FDCC
149
Foster Dykema Cabot & Co
Massachusetts
$570K -$81.7K -3,570 -12%
AIA
150
AIMZ Investment Advisors
California
$569K

PRF Hedge Fund Activity: Q3 2020 in Review

289 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2020, worth a combined $2.56B — up 0.24% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PRF positions and 19 closed out — a net gain of 3 holders — while 65 added to existing stakes and 126 trimmed.

The largest buyer was Keebeck Wealth Management, opening a new position worth an estimated $13.8M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 289 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.56B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2020, up 0.24% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2020 and 19 closed out, a net change of +3 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2020 was Keebeck Wealth Management, an estimated $13.8M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2020 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2020.