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Invesco FTSE RAFI US 1000 ETF
PRF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289 → 318 (+29)

6.71% more ownership

Funds ownership: 335.57% → 342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$10.4M
2
TWA
Tillar-Wenstrup Advisors
Ohio
+$10M
3
Wells Fargo
Wells Fargo
California
+$9.29M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.74M
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$23.5M
2
CSIA
Charles Schwab Investment Advisory
California
-$7.78M
3
CAN
Cetera Advisor Networks
California
-$6.64M
4
Ameriprise
Ameriprise
Minnesota
-$5.28M
5
CC
Callan Capital
California
-$3.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$694K +$11.2K +450 +2%
SFA
152
Sequoia Financial Advisors
Ohio
$671K – – –
MAM
153
Madison Asset Management
Wisconsin
$670K – – –
MSFS
154
Main Street Financial Solutions
Pennsylvania
$669K +$625K +25,115 New
AIA
155
AIMZ Investment Advisors
California
$666K – – –
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$665K +$2.86K +115 +0.5%
BO
157
BRR OpCo
Ohio
$663K +$6.6K +265 +1%
Brown Advisory
158
Brown Advisory
Maryland
$650K – – –
WP
159
WealthPLAN Partners
Nebraska
$619K -$96.3K -3,865 -15%
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$616K – – –
AC
161
Abbrea Capital
California
$598K – – –
BFC
162
Blue Fin Capital
Rhode Island
$594K -$24.3K -975 -4%
MFG
163
Merit Financial Group
Georgia
$582K +$117K +4,710 +27%
BSW
164
Buckingham Strategic Wealth
Missouri
$565K +$11K +440 +2%
PCG
165
Private Capital Group
Connecticut
$527K +$3.11K +125 +0.6%
SWM
166
SVA Wealth Management
Wisconsin
$525K – – –
CCA
167
Cobblestone Capital Advisors
New York
$509K – – –
HFA
168
HC Financial Advisors
California
$506K -$34.2K -1,375 -7%
Cerity Partners
169
Cerity Partners
New York
$505K -$74.7K -3,000 -14%
PWM
170
Paulson Wealth Management
Illinois
$502K – – –
AIP
171
Almanack Investment Partners
Pennsylvania
$494K – – –
WAM
172
Weatherly Asset Management
California
$491K – – –
WG
173
Welch Group
Alabama
$487K -$996 -40 -0.2%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$475K – – –
WIA
175
Wealthstreet Investment Advisors
Texas
$468K -$1.37K -55 -0.3%
5 6
7
8 9

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.