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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
EWM
151
Evercore Wealth Management
New York
$856K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$840K
PP
153
Prudential plc
United Kingdom
$816K +$358K +14,700 +84%
ECM
154
ETrade Capital Management
Virginia
$814K +$29.5K +1,210 +4%
SPIA
155
Steward Partners Investment Advisory
New York
$807K +$120K +4,945 +18%
EVM
156
Eaton Vance Management
Massachusetts
$804K +$39.8K +1,635 +5%
ACA
157
Atlas Capital Advisors
Wyoming
$793K -$122K -5,005 -14%
PWS
158
Paragon Wealth Strategies
Florida
$793K -$638K -26,180 -46%
SFA
159
Sequoia Financial Advisors
Ohio
$764K +$734K +30,155 New
BFC
160
Blue Fin Capital
Rhode Island
$723K -$96.2K -3,950 -12%
WP
161
WealthPLAN Partners
Nebraska
$705K -$11.1K -455 -2%
CFS
162
Cannon Financial Strategists
Georgia
$699K
AF
163
Advisornet Financial
Minnesota
$699K +$365 +15 +0.1%
CCA
164
Clearwater Capital Advisors
Illinois
$698K -$844K -34,675 -56%
BWM
165
Bernicke Wealth Management
Wisconsin
$691K -$3.17K -130 -0.5%
FIM
166
Frontier Investment Management
Texas
$687K +$267K +10,960 +68%
WAM
167
Weatherly Asset Management
California
$682K -$12.1K -495 -2%
TI
168
Truepoint Inc
Ohio
$663K -$84.8K -3,480 -12%
LRIA
169
Leonard Rickey Investment Advisors
Washington
$641K -$28.5K -1,170 -4%
Brown Advisory
170
Brown Advisory
Maryland
$641K +$125K +5,150 +26%
BO
171
BRR OpCo
Ohio
$637K -$42.6K -1,750 -7%
AIA
172
AIMZ Investment Advisors
California
$634K
SPC
173
Sigma Planning Corp
Michigan
$633K -$199K -8,170 -25%
APSP
174
Asset Planning Services (Pennsylvania)
Pennsylvania
$625K -$5.97K -245 -1%
JCM
175
Jacobi Capital Management
Pennsylvania
$612K +$64.4K +2,645 +12%

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.