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Invesco FTSE RAFI US 1000 ETF
PRF

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: 289 → 289 (0)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-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
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Keebeck Wealth Management
Illinois
+$13.8M
2
RCA
Resonant Capital Advisors
Wisconsin
+$3.25M
3
USAA
United Services Automobile Association
Texas
+$3.21M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.47M
5
AAS
Avantax Advisory Services
Texas
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
3
GA
Geller Advisors
New York
-$24.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$20.3M
5
Bank of America
Bank of America
North Carolina
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
151
Asset Planning Services (Pennsylvania)
Pennsylvania
$566K +$2.98K +130 +0.5%
BO
152
BRR OpCo
Ohio
$560K – – –
Brown Advisory
153
Brown Advisory
Maryland
$555K – – –
BFC
154
Blue Fin Capital
Rhode Island
$530K -$25.2K -1,100 -5%
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$526K – – –
PP
156
Prudential plc
United Kingdom
$517K -$34.3K -1,500 -6%
AC
157
Abbrea Capital
California
$511K – – –
Cerity Partners
158
Cerity Partners
New York
$499K -$5.04K -220 -1%
BSW
159
Buckingham Strategic Wealth
Missouri
$472K +$56.4K +2,465 +13%
CA
160
Cetera Advisors
Colorado
$465K -$106K -4,615 -18%
HFA
161
HC Financial Advisors
California
$464K -$57.2K -2,500 -11%
AIP
162
Almanack Investment Partners
Pennsylvania
$463K +$424K +18,530 New
SWM
163
SVA Wealth Management
Wisconsin
$448K – – –
PCG
164
Private Capital Group
Connecticut
$447K – – –
CCA
165
Cobblestone Capital Advisors
New York
$435K +$2.86K +125 +0.7%
IWM
166
IHT Wealth Management
Illinois
$431K +$77.2K +3,375 +22%
PWM
167
Paulson Wealth Management
Illinois
$429K – – –
WAM
168
Weatherly Asset Management
California
$419K -$120K -5,250 -22%
WG
169
Welch Group
Alabama
$417K -$199K -8,680 -32%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$405K – – –
WIA
171
Wealthstreet Investment Advisors
Texas
$401K +$24.4K +1,065 +6%
BRC
172
BHF RG Capital
Arizona
$398K -$2.07M -90,305 -84%
CIA
173
Choate Investment Advisors
Massachusetts
$396K – – –
CAM
174
Cidel Asset Management
Ontario, Canada
$390K – – –
MFG
175
Merit Financial Group
Georgia
$390K +$392K +17,130 New
5 6
7
8 9

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.