Invesco FTSE RAFI US 1000 ETF
485 hedge funds and large institutions have $4.95B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 151 reducing their positions, and 16 closing their positions.
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
5% more capital invested
Capital invested by funds: $4.7B → $4.95B (+$248M)
5% more funds holding
Funds holding: 464 → 485 (+21)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
9% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 151
1.37% less ownership
Funds ownership: 72.29% → 70.93% (-1.4%)
53% less call options, than puts
Call options by funds: $142K | Put options by funds: $300K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$96.6M |
| 2 |
GA
Geller Advisors
New York
|
+$17.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$17.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$10.7M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$79.2M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$45.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.5M |
PRF Hedge Fund Activity: Q1 2024 in Review
485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2024, worth a combined $4.95B — up 5.3% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PRF positions and 16 closed out — a net gain of 31 holders — while 137 added to existing stakes and 151 trimmed.
The largest buyer was Mariner, adding an estimated $96.6M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.
- 485 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2024, up from 464 in Q4 2023.
- Funds reported $4.95B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2024, up 5.3% quarter-over-quarter.
- 47 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2024 and 16 closed out, a net change of +31 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2024 was Mariner, an estimated $96.6M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.
Based on aggregated 13F filings for Q1 2024.