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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
JWA
126
JFS Wealth Advisors
Pennsylvania
$2.47M -$116K -2,797 -4%
SSWM
127
Smith Salley Wealth Management
North Carolina
$2.4M
NB
128
Northwest Bancshares
Pennsylvania
$2.39M
SWC
129
Spectrum Wealth Counsel
Indiana
$2.34M -$61.6K -1,490 -3%
GC
130
Guidance Capital
Kentucky
$2.3M +$2.26M +54,612 New
CWC
131
Carolinas Wealth Consulting
North Carolina
$2.23M +$1.14M +27,588 +20%
JCM
132
Jacobi Capital Management
Pennsylvania
$2.2M +$74.8K +1,811 +3%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$2.15M +$1.57M +37,960 +247%
GEA
134
Glen Eagle Advisors
New Jersey
$2.12M -$348K -8,424 -14%
MA
135
Montag & Associates
Georgia
$2.1M
Wealthfront Advisers
136
Wealthfront Advisers
California
$2.06M +$137K +3,325 +7%
FAIM
137
Financial Advocates Investment Management
Washington
$2.04M +$117K +2,831 +6%
US Bancorp
138
US Bancorp
Minnesota
$2.04M -$30K -727 -1%
BPA
139
Beacon Pointe Advisors
California
$2.03M -$90.2K -2,182 -4%
SWP
140
Stratos Wealth Partners
Ohio
$2M -$102K -2,479 -5%
CWM
141
Cahill Wealth Management
Michigan
$1.99M +$331 +8 +0%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$1.92M -$639K -15,472 -24%
BIA
143
Bell Investment Advisors
California
$1.92M -$36.2K -877 -2%
Comerica Bank
144
Comerica Bank
Texas
$1.88M +$44K +1,064 +2%
GLA
145
Great Lakes Advisors
Illinois
$1.88M
GVAG
146
Great Valley Advisor Group
Delaware
$1.87M +$313K +7,564 +20%
QC
147
Quadrature Capital
United Kingdom
$1.84M +$1.89M +45,721 New
Citadel Advisors
148
Citadel Advisors
Florida
$1.8M +$1.53M +36,972 +485%
HTC
149
Haverford Trust Company
Pennsylvania
$1.74M -$246K -5,958 -12%
BP
150
Ballentine Partners
Massachusetts
$1.74M

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.