We are live on ! Find out more
PRF icon

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
LWP
201
Laurel Wealth Planning
Minnesota
$356K +$333K +13,355 New
JP Morgan Chase
202
JP Morgan Chase
New York
$354K +$106K +4,255 +47%
BJL
203
Brighton Jones LLC
Washington
$350K +$747 +30 +0.2%
VHAM
204
Van Hulzen Asset Management
California
$345K -$68.7K -2,760 -18%
CFB
205
Cullen/Frost Bankers
Texas
$333K
SBSB
206
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K
CH
207
Canton Hathaway
Rhode Island
$322K +$301K +12,100 New
MWM
208
Madison Wealth Management
Ohio
$320K
EFS
209
Essex Financial Services
Connecticut
$318K +$297K +11,945 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$315K +$33.2K +1,335 +13%
CCM
211
Carlson Capital Management
Minnesota
$309K +$48.6K +1,950 +21%
GWS
212
Glassman Wealth Services
Virginia
$306K -$18.8K -755 -6%
SFS
213
Sowell Financial Services
Arkansas
$303K
PCMC
214
Private Capital Management (Colorado)
Colorado
$302K
SC
215
Savant Capital
Illinois
$298K -$1.12K -45 -0.4%
AWM
216
AE Wealth Management
Kansas
$298K +$279K +11,185 New
VNA
217
Valley National Advisers
Pennsylvania
$296K +$1.25K +50 +0.5%
B
218
Bridgeworth
Alabama
$292K
1WM
219
1900 Wealth Management
Texas
$289K +$270K +10,855 New
CCA
220
Clearwater Capital Advisors
Illinois
$285K
RC
221
Roundview Capital
New Jersey
$282K -$8.72K -350 -3%
LNC
222
Lincoln National Corp
Pennsylvania
$281K -$7.1K -285 -3%
FM
223
Foster & Motley
Ohio
$275K
RJT
224
Raymond James Trust
Florida
$275K
AWA
225
Arete Wealth Advisors
Illinois
$273K -$19.3K -775 -7%

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.