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Invesco FTSE RAFI US 1000 ETF
PRF

330 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

14% more capital invested

Capital invested by funds: $3.01B → $3.43B (+$427M)

4% more funds holding

Funds holding: 318 → 330 (+12)

1.9% more ownership

Funds ownership: 342.28% → 344.18% (+1.9%)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 125

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $501K

Holders
330
Holders Change
+12
Holders Change %
+3.77%
% of All Funds
5.79%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
36
Increased
91
Reduced
125
Closed
19
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$754K

Top Buyers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
+$49.6M
2
RA
RFG Advisory
Alabama
+$22.9M
3
Bank of America
Bank of America
North Carolina
+$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$17M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.36M

Top Sellers

Rank Fund Capital Flow
1
BWM
Baystate Wealth Management
Massachusetts
-$27.6M
2
CSIA
Charles Schwab Investment Advisory
California
-$20.2M
3
USAA
United Services Automobile Association
Texas
-$13.9M
4
Victory Capital Management
Victory Capital Management
Texas
-$13.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
151
Prudential plc
United Kingdom
$825K -$35.9K -1,250 -4%
HA
152
Harborview Advisors
Maine
$822K -$45.2K -1,575 -5%
GA
153
Geller Advisors
New York
$822K +$7.61K +265 +1%
WCF
154
West Coast Financial
California
$800K -$25.8K -900 -3%
EFS
155
Essex Financial Services
Connecticut
$785K +$400K +13,935 +117%
SFA
156
Sequoia Financial Advisors
Ohio
$764K – – –
MAM
157
Madison Asset Management
Wisconsin
$763K – – –
MSFS
158
Main Street Financial Solutions
Pennsylvania
$762K – – –
APSP
159
Asset Planning Services (Pennsylvania)
Pennsylvania
$761K +$3.16K +110 +0.4%
AIA
160
AIMZ Investment Advisors
California
$758K – – –
SWM
161
Spire Wealth Management
Virginia
$744K +$705K +24,540 New
Baird Financial Group
162
Baird Financial Group
Wisconsin
$721K +$403K +14,050 +144%
Brown Advisory
163
Brown Advisory
Maryland
$701K -$36.2K -1,260 -5%
LWANC
164
Laurel Wealth Advisors (North Carolina)
North Carolina
$701K – – –
WP
165
WealthPLAN Partners
Nebraska
$687K -$16.2K -565 -3%
AC
166
Abbrea Capital
California
$681K – – –
MFG
167
Merit Financial Group
Georgia
$664K +$1.72K +60 +0.3%
Cerity Partners
168
Cerity Partners
New York
$641K +$62.6K +2,180 +12%
BSW
169
Buckingham Strategic Wealth
Missouri
$621K -$21K -730 -3%
SPFA
170
Summit Place Financial Advisors
New Jersey
$607K +$574K +20,000 New
N
171
Natixis
France
$591K -$192K -6,695 -26%
PWM
172
Paulson Wealth Management
Illinois
$588K – – –
CCA
173
Cobblestone Capital Advisors
New York
$579K – – –
AIP
174
Almanack Investment Partners
Pennsylvania
$562K – – –
WAM
175
Weatherly Asset Management
California
$559K – – –
5 6
7
8 9

PRF Hedge Fund Activity: Q1 2021 in Review

330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2021, worth a combined $3.43B — up 14% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PRF positions and 19 closed out — a net gain of 17 holders — while 91 added to existing stakes and 125 trimmed.

The largest buyer was Linscomb Wealth, adding an estimated $49.6M. The largest seller was Baystate Wealth Management, cutting an estimated $27.6M.

  • 330 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2021, up from 318 in Q4 2020.
  • Funds reported $3.43B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 36 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2021 and 19 closed out, a net change of +17 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2021 was Linscomb Wealth, an estimated $49.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2021 was Baystate Wealth Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2021.