PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

462 hedge funds and large institutions have $4.7B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+34
Holders Change %
+7.94%
% of All Funds
6.77%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
59
Increased
113
Reduced
165
Closed
16
Calls
$67K
Puts
$7K
Net Calls
+$60K
Net Calls Change
-$577K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
Bank of America
2
Bank of America
North Carolina
$381M
3
SI
3
Saxon Interests
Texas
$17.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$892M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$46M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$192M
5
ME
5
McIlrath & Eck
Washington
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
126
Northwest Bancshares
Pennsylvania
$2.2M -$7.57K -215 -0.3%
SWC
127
Spectrum Wealth Counsel
Indiana
$2.2M +$2.2M +62,375 New
TBWA
128
Three Bridge Wealth Advisors
California
$2.19M +$54.7K +1,554 +3%
HTC
129
Haverford Trust Company
Pennsylvania
$2.17M – – –
WP
130
WMS Partners
Maryland
$2.1M -$26.1K -742 -1%
SSWM
131
Smith Salley Wealth Management
North Carolina
$2.09M – – –
SF
132
Summit Financial
New Jersey
$2.06M -$13.6K -387 -0.7%
MGIA
133
Moneta Group Investment Advisors
Missouri
$2.04M -$22.7K -645 -1%
AWM
134
AE Wealth Management
Kansas
$2.01M +$690K +19,330 +52%
Citadel Advisors
135
Citadel Advisors
Florida
$1.85M -$1.6M -45,317 -46%
PP
136
Prudential plc
United Kingdom
$1.84M -$184K -5,225 -9%
US Bancorp
137
US Bancorp
Minnesota
$1.84M -$292K -8,297 -14%
MA
138
Montag & Associates
Georgia
$1.83M – – –
CWM
139
Cahill Wealth Management
Michigan
$1.79M -$59.5K -1,690 -3%
BIA
140
Bell Investment Advisors
California
$1.74M -$2.04K -58 -0.1%
FAIM
141
Financial Advocates Investment Management
Washington
$1.7M -$363K -10,306 -18%
EFS
142
Essex Financial Services
Connecticut
$1.68M -$10.7K -303 -0.6%
Wealthfront Advisers
143
Wealthfront Advisers
California
$1.67M +$314K +8,923 +23%
Comerica Bank
144
Comerica Bank
Texas
$1.65M -$54K -1,534 -3%
BPA
145
Beacon Pointe Advisors
California
$1.65M -$167K -4,735 -9%
VP
146
Verum Partners
North Carolina
$1.64M -$76.3K -2,169 -4%
GLA
147
Great Lakes Advisors
Illinois
$1.64M -$553K -15,700 -25%
BP
148
Ballentine Partners
Massachusetts
$1.57M -$5.32K -151 -0.3%
WFA
149
West Financial Advisors
Iowa
$1.57M -$16.2K -461 -1%
MFS
150
McNamara Financial Services
Massachusetts
$1.57M -$5.21K -148 -0.3%
4 5
6
7 8