Invesco FTSE RAFI US 1000 ETF
398 hedge funds and large institutions have $3.89B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 26 closing their positions.
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
10.53% more ownership
Funds ownership: 337.65% → 348.18% (+11%)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
1% less funds holding
Funds holding: 402 → 398 (-4)
4% less capital invested
Capital invested by funds: $4.05B → $3.89B (-$154M)
4% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$451M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$10.2M |
| 3 |
EH
Equitable Holdings
New York
|
+$9.62M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$7.88M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.6M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$13.3M |
| 3 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$12.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$12.3M |
| 5 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
-$12M |
PRF Hedge Fund Activity: Q2 2022 in Review
398 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2022, worth a combined $3.89B — down 3.8% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PRF positions and 26 closed out — a net gain of 3 holders — while 122 added to existing stakes and 127 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $451M. The largest seller was Envestnet Asset Management, cutting an estimated $20.6M.
- 398 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2022, down from 402 in Q1 2022.
- Funds reported $3.89B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2022, down 3.8% quarter-over-quarter.
- 29 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2022 and 26 closed out, a net change of +3 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $451M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2022.