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Invesco FTSE RAFI US 1000 ETF
PRF

428 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 153 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

54% more call options, than puts

Call options by funds: $425K | Put options by funds: $276K

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

6.53% more ownership

Funds ownership: 349.02% → 355.55% (+6.5%)

6% more capital invested

Capital invested by funds: $3.96B → $4.19B (+$239M)

2% more funds holding

Funds holding: 420 → 428 (+8)

29% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 153

Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
6.72%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.46%
New
27
Increased
108
Reduced
153
Closed
15
Calls
$425K
Puts
$276K
Net Calls
+$149K
Net Calls Change
-$619K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$60.4M
2
LWM
LJI Wealth Management
Indiana
+$56.5M
3
RA
RFG Advisory
Alabama
+$17.2M
4
Invesco
Invesco
Georgia
+$13.6M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
CL
COWA LLC
Oklahoma
-$60.1M
2
CSIA
Charles Schwab Investment Advisory
California
-$16.7M
3
BWM
Baystate Wealth Management
Massachusetts
-$14.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.11M
5
LW
Linscomb Wealth
Texas
-$6.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
176
Balentine LLC
Georgia
$1M -$79.5K -2,520 -8%
SC
177
Scotia Capital
Ontario, Canada
$997K -$29.8K -945 -3%
MHS
178
M Holdings Securities
Oregon
$960K -$375K -11,895 -29%
CFS
179
Cannon Financial Strategists
Georgia
$958K – – –
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$949K -$199K -6,290 -18%
EWM
181
Evercore Wealth Management
New York
$918K – – –
PMFA
182
Plante Moran Financial Advisors
Michigan
$916K – – –
TCBWMS
183
Texas Capital Bank Wealth Management Services
Texas
$914K -$21.1K -670 -2%
CWC
184
Carolinas Wealth Consulting
North Carolina
$899K -$92.8K -2,940 -10%
CFFP
185
Center for Financial Planning
Michigan
$897K +$158 +5 +0%
EWM
186
Echo Wealth Management
Minnesota
$845K +$3.2M +101,275 +382%
WWM
187
Windsor Wealth Management
Indiana
$840K – – –
HWM
188
HB Wealth Management
Georgia
$834K – – –
AT
189
American Trust
Kentucky
$822K -$2.52K -80 -0.3%
AIA
190
AIMZ Investment Advisors
California
$818K – – –
AA
191
Ancora Advisors
Ohio
$816K +$2.68K +85 +0.3%
EWM
192
Empirical Wealth Management
Washington
$811K -$5.52K -175 -0.7%
Stifel Financial
193
Stifel Financial
Missouri
$803K -$7.26K -230 -0.9%
AAM
194
Austin Asset Management
Texas
$794K – – –
PAG
195
Private Advisor Group
New Jersey
$790K +$410K +12,990 +36%
CIAS
196
Capital Investment Advisory Services
North Carolina
$767K +$12.8K +405 +2%
AWM
197
AE Wealth Management
Kansas
$767K +$268K +8,495 +57%
KWM
198
Kaydan Wealth Management
Michigan
$764K -$32K -1,015 -4%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$763K -$41.8K -1,325 -5%
CA
200
Cetera Advisors
Colorado
$760K -$73.8K -2,340 -9%
6 7
8
9 10

PRF Hedge Fund Activity: Q2 2023 in Review

428 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2023, worth a combined $4.19B — up 6% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PRF positions and 15 closed out — a net gain of 12 holders — while 108 added to existing stakes and 153 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $60.4M. The largest seller was COWA LLC, cutting an estimated $60.1M.

  • 428 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2023, up from 420 in Q1 2023.
  • Funds reported $4.19B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2023, up 6% quarter-over-quarter.
  • 27 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2023 and 15 closed out, a net change of +12 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $60.4M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2023 was COWA LLC, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2023.