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Invesco FTSE RAFI US 1000 ETF

383 hedge funds and large institutions have $3.94B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

23% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 104

12% more capital invested

Capital invested by funds: $3.5B → $3.94B (+$437M)

8% more funds holding

Funds holding: 354383 (+29)

7.18% more ownership

Funds ownership: 333.51%340.69% (+7.2%)

Holders
383
Holders Change
+29
Holders Change %
+8.19%
% of All Funds
5.89%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.37%
New
54
Increased
128
Reduced
104
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
126
Aviance Capital Partners
Florida
$2.1M +$28.1K +840 +1%
HTC
127
Haverford Trust Company
Pennsylvania
$2.04M +$768K +22,965 +63%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$2.02M -$43K -1,285 -2%
GEA
129
Glen Eagle Advisors
New Jersey
$2M +$8.53K +255 +0.4%
BP
130
Ballentine Partners
Massachusetts
$1.94M -$19.7K -590 -1%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$1.91M +$63.9K +1,910 +4%
BIA
132
Bell Investment Advisors
California
$1.88M -$4.18K -125 -0.2%
SWM
133
SigFig Wealth Management
California
$1.87M +$645K +19,295 +55%
5L
134
55I LLC
Massachusetts
$1.83M +$360K +10,760 +25%
MA
135
Montag & Associates
Georgia
$1.79M
MCC
136
Money Concepts Capital
Florida
$1.75M +$1.7M +50,800 New
NCM
137
Novare Capital Management
North Carolina
$1.73M -$146K -4,375 -8%
MFS
138
McNamara Financial Services
Massachusetts
$1.7M -$42.8K -1,280 -3%
Renaissance Technologies
139
Renaissance Technologies
New York
$1.7M +$267K +8,000 +19%
EFS
140
Essex Financial Services
Connecticut
$1.66M +$41.3K +1,235 +3%
Creative Planning
141
Creative Planning
Kansas
$1.65M +$127K +3,785 +9%
RK
142
Rather & Kittrell
Tennessee
$1.54M +$1.5M +44,785 New
ACG
143
Allen Capital Group
Nebraska
$1.49M -$31.9K -955 -2%
Wealthfront Advisers
144
Wealthfront Advisers
California
$1.48M +$426K +12,745 +42%
AA
145
Addison Advisors
Vermont
$1.47M +$13.4K +400 +0.9%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.44M
GIA
147
Gladstone Institutional Advisory
Florida
$1.42M -$12.5K -375 -0.9%
SFP
148
Sterling Financial Planning
New Jersey
$1.42M -$4.01K -120 -0.3%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$1.41M -$62.7K -1,875 -4%
RPG
150
Resource Planning Group
Georgia
$1.4M -$193K -5,770 -12%

PRF Hedge Fund Activity: Q4 2021 in Review

383 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2021, worth a combined $3.94B — up 12% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PRF positions and 20 closed out — a net gain of 34 holders — while 128 added to existing stakes and 104 trimmed.

The largest buyer was RFG Advisory, adding an estimated $19.2M. The largest seller was Ancora Advisors, cutting an estimated $18.8M.

  • 383 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2021, up from 354 in Q3 2021.
  • Funds reported $3.94B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 54 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2021 was RFG Advisory, an estimated $19.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2021 was Ancora Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.