Invesco FTSE RAFI US 1000 ETF
330 hedge funds and large institutions have $3.43B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 19 closing their positions.
89% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 19
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
14% more capital invested
Capital invested by funds: $3.01B → $3.43B (+$427M)
4% more funds holding
Funds holding: 318 → 330 (+12)
1.9% more ownership
Funds ownership: 342.28% → 344.18% (+1.9%)
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 125
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $501K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
+$49.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$22.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$17M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$27.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$20.2M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$13.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$13.9M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.6M |
PRF Hedge Fund Activity: Q1 2021 in Review
330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2021, worth a combined $3.43B — up 14% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PRF positions and 19 closed out — a net gain of 17 holders — while 91 added to existing stakes and 125 trimmed.
The largest buyer was Linscomb Wealth, adding an estimated $49.6M. The largest seller was Baystate Wealth Management, cutting an estimated $27.6M.
- 330 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2021, up from 318 in Q4 2020.
- Funds reported $3.43B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 36 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2021 and 19 closed out, a net change of +17 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2021 was Linscomb Wealth, an estimated $49.6M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2021 was Baystate Wealth Management, an estimated $27.6M sold.
Based on aggregated 13F filings for Q1 2021.