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Invesco FTSE RAFI US 1000 ETF
PRF

410 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

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$500M)

7.76% more ownership

Funds ownership: 338.63% → 346.39% (+7.8%)

5% more funds holding

Funds holding: 392 → 410 (+18)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
6.59%
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

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$29.2M
2
HCP
Holt Capital Partners
Texas
+$15.7M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
MWM
Merriman Wealth Management
Washington
+$10.8M
5
WBG
Wharton Business Group
Pennsylvania
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$14.2M
2
FA
Fermata Advisors
California
-$9.24M
3
CSIA
Charles Schwab Investment Advisory
California
-$7.88M
4
AI
Atria Investments
North Carolina
-$6.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
176
Colorado Capital Management
Colorado
$946K -$1.69K -55 -0.2%
EWM
177
Echo Wealth Management
Minnesota
$926K -$1.5M -48,655 -63%
PMFA
178
Plante Moran Financial Advisors
Michigan
$926K -$71.5K -2,325 -7%
CFS
179
Cannon Financial Strategists
Georgia
$909K – – –
SC
180
Scotia Capital
Ontario, Canada
$864K +$4.15K +135 +0.5%
CFFP
181
Center for Financial Planning
Michigan
$850K -$123K -3,995 -13%
EWM
182
Evercore Wealth Management
New York
$846K – – –
CIAS
183
Capital Investment Advisory Services
North Carolina
$820K +$13.4K +435 +2%
WWM
184
Windsor Wealth Management
Indiana
$816K -$286K -9,280 -27%
HWM
185
HB Wealth Management
Georgia
$790K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$785K -$17.7K -575 -2%
AIA
187
AIMZ Investment Advisors
California
$776K – – –
AA
188
Ancora Advisors
Ohio
$771K – – –
KWM
189
Kaydan Wealth Management
Michigan
$763K -$50.8K -1,650 -6%
WP
190
WealthShield Partners
North Carolina
$752K -$31.7K -1,030 -4%
CA
191
Cetera Advisors
Colorado
$748K -$140K -4,545 -16%
GVAG
192
Great Valley Advisor Group
Delaware
$737K – – –
WCF
193
West Coast Financial
California
$717K -$5.38K -175 -0.8%
AC
194
Abbrea Capital
California
$696K – – –
RAG
195
RIA Advisory Group
Iowa
$696K +$690K +22,425 New
Stifel Financial
196
Stifel Financial
Missouri
$695K -$60.6K -1,970 -8%
AF
197
Apexium Financial
Texas
$683K – – –
AAM
198
Austin Asset Management
Texas
$674K – – –
TA
199
Tiedemann Advisors
New York
$671K – – –
WIM
200
WealthPlan Investment Management
Nebraska
$666K +$1.39K +45 +0.2%
6 7
8
9 10

PRF Hedge Fund Activity: Q4 2022 in Review

410 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2022, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 24 closed out — a net gain of 28 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was RFG Advisory, adding an estimated $29.2M. The largest seller was Summit Financial, cutting an estimated $14.2M.

  • 410 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2022, up from 392 in Q3 2022.
  • Funds reported $4.06B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2022 and 24 closed out, a net change of +28 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2022 was RFG Advisory, an estimated $29.2M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2022 was Summit Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2022.