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Invesco FTSE RAFI US 1000 ETF

322 hedge funds and large institutions have $3.86B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

8% more funds holding

Funds holding: 298322 (+24)

7% more capital invested

Capital invested by funds: $3.61B → $3.86B (+$251M)

3.99% more ownership

Funds ownership: 339.23%343.21% (+4%)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

39% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 125

Holders
322
Holders Change
+24
Holders Change %
+8.05%
% of All Funds
6.34%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
52
Increased
76
Reduced
125
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$598K +$6.94K +285 +1%
VFA
177
Valeo Financial Advisors
Indiana
$591K +$351K +14,395 +161%
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$586K
FNBT
179
FineMark National Bank & Trust
Florida
$585K -$731 -30 -0.1%
HFA
180
HC Financial Advisors
California
$580K -$34.7K -1,425 -6%
Cerity Partners
181
Cerity Partners
New York
$560K
NEGWA
182
New England Guild Wealth Advisors
Connecticut
$557K -$516K -21,175 -49%
PWM
183
Paulson Wealth Management
Illinois
$557K
SWM
184
SVA Wealth Management
Wisconsin
$555K +$54.2K +2,225 +11%
GRP
185
Global Retirement Partners
California
$546K -$438K -17,995 -45%
FCMT
186
Founders Capital Management (Texas)
Texas
$545K
TRCT
187
Tower Research Capital (TRC)
New York
$532K +$288K +11,830 +129%
PCG
188
Private Capital Group
Connecticut
$479K -$5.24K -215 -1%
WIA
189
Wealthstreet Investment Advisors
Texas
$479K +$460K +18,890 New
Bank of New York Mellon
190
Bank of New York Mellon
New York
$476K -$82.3K -3,380 -15%
AIA
191
Avalon Investment & Advisory
Texas
$470K
PCA
192
Personal Capital Advisors
California
$461K +$443K +18,180 New
PCIG
193
Partners Capital Investment Group
Massachusetts
$458K
IDA
194
Intelligence Driven Advisers
California
$452K -$12.7K -520 -3%
CWM
195
Cornerstone Wealth Management
Missouri
$443K -$145K -5,960 -25%
CFFP
196
Center for Financial Planning
Michigan
$442K +$425K +17,445 New
VFM
197
Vivid Financial Management
California
$439K +$419K +17,195 New
SC
198
Steph & Co
Wisconsin
$422K +$406K +16,655 New
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
$420K
CFS
200
CRA Financial Services
New Jersey
$412K

PRF Hedge Fund Activity: Q4 2019 in Review

322 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2019, worth a combined $3.86B — up 7% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 76 added to existing stakes and 125 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $20.1M. The largest seller was LPL Financial, cutting an estimated $40.2M.

  • 322 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2019, up from 298 in Q3 2019.
  • Funds reported $3.86B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2019 was Truist Financial, an estimated $20.1M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2019 was LPL Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.