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Invesco FTSE RAFI US 1000 ETF

402 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 108

5% more funds holding

Funds holding: 383402 (+19)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $3.94B → $4.05B (+$106M)

3.03% less ownership

Funds ownership: 340.69%337.65% (-3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256K

Holders
402
Holders Change
+19
Holders Change %
+4.96%
% of All Funds
6.34%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.39%
New
48
Increased
123
Reduced
108
Closed
23
Calls
Puts
$256K
Net Calls
-$256K
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
151
M Holdings Securities
Oregon
$1.48M +$1.46M +43,265 New
AA
152
Addison Advisors
Vermont
$1.45M -$12.7K -375 -0.9%
SFP
153
Sterling Financial Planning
New Jersey
$1.42M +$2.54K +75 +0.2%
GIA
154
Gladstone Institutional Advisory
Florida
$1.41M -$1.52K -45 -0.1%
ACP
155
Aveo Capital Partners
Colorado
$1.4M +$1.11M +32,920 +405%
SWM
156
Shakespeare Wealth Management
Wisconsin
$1.39M -$1.86K -55 -0.1%
KFP
157
KB Financial Partners
New Jersey
$1.38M +$174K +5,140 +15%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.36M +$1.35M +39,865 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$1.34M +$140K +4,140 +12%
PP
160
Prudential plc
United Kingdom
$1.34M -$32.1K -950 -2%
RPG
161
Resource Planning Group
Georgia
$1.3M -$89.8K -2,655 -6%
CFS
162
Cannon Financial Strategists
Georgia
$1.26M
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$1.21M +$1.19M +35,280 New
APP
164
Avantax Planning Partners
Iowa
$1.2M
WWM
165
Windsor Wealth Management
Indiana
$1.19M
EVM
166
Eaton Vance Management
Massachusetts
$1.19M
CCM
167
Colorado Capital Management
Colorado
$1.12M
N
168
Natixis
France
$1.11M +$441K +13,025 +67%
KWM
169
Kaydan Wealth Management
Michigan
$1.1M -$20K -590 -2%
WP
170
Wealthspan Partners
Iowa
$1.08M +$61.7K +1,825 +6%
CFFP
171
Center for Financial Planning
Michigan
$1.07M -$17.2K -510 -2%
PWP
172
Principle Wealth Partners
Connecticut
$1.06M
SWP
173
Stratos Wealth Partners
Ohio
$1.04M +$121K +3,570 +13%
CWC
174
Carolinas Wealth Consulting
North Carolina
$1.04M +$4.4K +130 +0.4%
SFA
175
Sequoia Financial Advisors
Ohio
$1.03M +$158K +4,660 +18%

PRF Hedge Fund Activity: Q1 2022 in Review

402 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2022, worth a combined $4.05B — up 2.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRF positions and 23 closed out — a net gain of 25 holders — while 123 added to existing stakes and 108 trimmed.

The largest buyer was Ameriprise, adding an estimated $43.6M. The largest seller was Invesco, cutting an estimated $12.7M.

  • 402 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2022, up from 383 in Q4 2021.
  • Funds reported $4.05B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 48 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2022 and 23 closed out, a net change of +25 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2022 was Ameriprise, an estimated $43.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2022 was Invesco, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2022.