PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

409 hedge funds and large institutions have $4.06B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
6.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
52
Increased
122
Reduced
122
Closed
24
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$225K

Top Buyers

1
RA
RFG Advisory
Alabama
$135M
2
HCP
Holt Capital Partners
Texas
$35.2M
3
Wells Fargo
Wells Fargo
California
$39.3M
4
MWM
Merriman Wealth Management
Washington
$10.9M
5
WBG
Wharton Business Group
Pennsylvania
$22.3M

Top Sellers

1
SF
Summit Financial
New Jersey
$5.27M
2
FA
Fermata Advisors
California
$426K
3
CSIA
Charles Schwab Investment Advisory
California
$801M
4
AI
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$1.25M -$1.86K -60 -0.1%
SWM
152
Shakespeare Wealth Management
Wisconsin
$1.21M -$17.1K -550 -1%
MWM
153
Modera Wealth Management
New Jersey
$1.17M -$497K -16,025 -30%
RPG
154
Resource Planning Group
Georgia
$1.15M -$751 -25 -0.1%
Goldman Sachs
155
Goldman Sachs
New York
$1.13M -$599K -19,290 -35%
AA
156
Addison Advisors
Vermont
$1.11M -$90.8K -2,925 -8%
Wealthfront Advisers
157
Wealthfront Advisers
California
$1.11M -$71.4K -2,300 -6%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$1.1M – – –
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$1.08M -$311 -10 -0%
BWA
160
Burt Wealth Advisors
Maryland
$1.07M +$400K +12,900 +59%
VP
161
Verum Partners
North Carolina
$1.07M +$1.07M +34,430 New
KFP
162
KB Financial Partners
New Jersey
$1.06M – – –
JWWM
163
Johnson & White Wealth Management
Pennsylvania
$1.06M -$4.85M -63,080 -82%
APP
164
Avantax Planning Partners
Iowa
$1.05M -$73.1K -2,355 -7%
IAN
165
Integrated Advisors Network
Texas
$1.03M +$14.4K +465 +1%
BL
166
Balentine LLC
Georgia
$1.03M -$98.8K -3,185 -9%
LPAM
167
Lodestar Private Asset Management
California
$1.02M +$1.02M +32,900 New
SFS
168
Solitude Financial Services
Virginia
$1.01M -$20.9K -675 -2%
WP
169
Wealthspan Partners
Iowa
$1M -$11.6K -375 -1%
SFA
170
Sequoia Financial Advisors
Ohio
$978K -$34.1K -1,100 -3%
N
171
Natixis
France
$970K +$970K +31,265 New
PAG
172
Private Advisor Group
New Jersey
$962K +$17K +3,480 +2%
PWP
173
Principle Wealth Partners
Connecticut
$961K – – –
JCM
174
Jacobi Capital Management
Pennsylvania
$957K -$16.9K -545 -2%
CWC
175
Carolinas Wealth Consulting
North Carolina
$950K -$4.34K -140 -0.5%
5 6
7
8 9