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Invesco FTSE RAFI US 1000 ETF

318 hedge funds and large institutions have $3.01B invested in Invesco FTSE RAFI US 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$448M)

10% more funds holding

Funds holding: 289318 (+29)

6.71% more ownership

Funds ownership: 335.57%342.28% (+6.7%)

23% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 103

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
5.63%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
51
Increased
79
Reduced
103
Closed
17
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Choate Investment Advisors
Massachusetts
$459K -$5.11K -205 -1%
TRCT
177
Tower Research Capital (TRC)
New York
$452K -$1.66M -66,810 -80%
CA
178
Cetera Advisors
Colorado
$438K -$99.9K -4,010 -20%
CAM
179
Cidel Asset Management
Ontario, Canada
$436K -$19.1K -765 -4%
BRC
180
BHF RG Capital
Arizona
$433K -$32K -1,285 -7%
CFS
181
CRA Financial Services
New Jersey
$420K
ASN
182
Advisory Services Network
Georgia
$419K +$12.9K +520 +3%
IWM
183
IHT Wealth Management
Illinois
$413K -$85.3K -3,425 -18%
MCM
184
MAI Capital Management
Ohio
$412K +$385K +15,450 New
CCM
185
Chilton Capital Management
Texas
$411K
CS
186
Comerica Securities
Michigan
$411K
ONB
187
Old National Bancorp
Indiana
$410K
PIA
188
Perennial Investment Advisors
California
$405K
CIAS
189
Capital Investment Advisory Services
North Carolina
$401K +$71.7K +2,880 +24%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$400K -$14.1K -565 -4%
TSS
191
Two Sigma Securities
New York
$395K +$369K +14,820 New
VFM
192
Vivid Financial Management
California
$392K -$44.7K -1,795 -11%
DTC
193
Davidson Trust Company
Washington
$390K -$38.8K -1,560 -10%
OPS
194
Orion Portfolio Solutions
Nebraska
$390K +$365K +14,650 New
HPC
195
HM Payson & Co
Maine
$385K +$360K +14,440 New
Bank of New York Mellon
196
Bank of New York Mellon
New York
$383K +$125 +5 +0%
PCA
197
Personal Capital Advisors
California
$381K +$33.4K +1,340 +10%
LNWWM
198
Laird Norton Wetherby Wealth Management
California
$375K +$350K +14,070 New
CWC
199
Carolinas Wealth Consulting
North Carolina
$361K +$1.25K +50 +0.4%
AFG
200
Allegheny Financial Group
Pennsylvania
$359K +$335K +13,460 New

PRF Hedge Fund Activity: Q4 2020 in Review

318 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2020, worth a combined $3.01B — up 18% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PRF positions and 17 closed out — a net gain of 34 holders — while 79 added to existing stakes and 103 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $23.5M.

  • 318 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2020, up from 289 in Q3 2020.
  • Funds reported $3.01B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2020 and 17 closed out, a net change of +34 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2020 was Allworth Financial, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2020.