Invesco FTSE RAFI US 1000 ETF
487 hedge funds and large institutions have $5.13B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 130 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
14% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 130
10% more capital invested
Capital invested by funds: $4.68B → $5.13B (+$454M)
2% more funds holding
Funds holding: 479 → 487 (+8)
1.04% more ownership
Funds ownership: 68.51% → 69.56% (+1%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$52.7M |
| 2 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
+$17.4M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$15.9M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$15.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$9.44M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.28M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$4.69M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$4.2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.58M |
PRF Hedge Fund Activity: Q3 2024 in Review
487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2024, worth a combined $5.13B — up 9.7% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new PRF positions and 25 closed out — a net gain of 15 holders — while 148 added to existing stakes and 130 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $52.7M. The largest seller was Focus Partners Wealth, cutting an estimated $9.44M.
- 487 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2024, up from 479 in Q2 2024.
- Funds reported $5.13B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
- 40 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2024 and 25 closed out, a net change of +15 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $52.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $9.44M sold.
Based on aggregated 13F filings for Q3 2024.