PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

317 hedge funds and large institutions have $3B 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, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+29
Holders Change %
+10.07%
% of All Funds
5.62%
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
102
Closed
17
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$12.2M
2
TWA
2
Tillar-Wenstrup Advisors
Ohio
$11M
3
Wells Fargo
3
Wells Fargo
California
$23.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$155M
5
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$5.03M

Top Sellers

1
AF
1
Allworth Financial
California
$19.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$381M
3
CAN
3
Cetera Advisor Networks
California
$26M
4
Ameriprise
4
Ameriprise
Minnesota
$118M
5
CC
5
Callan Capital
California
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$381M -$8.32M -312,385 -2%
Bank of America
2
Bank of America
North Carolina
$242M -$4.14M -155,300 -2%
Invesco
3
Invesco
Georgia
$193M -$1.32M -49,650 -0.7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$178M -$3.11M -116,605 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$155M +$5.07M +190,255 +3%
WA
6
Waverly Advisors
Alabama
$127M +$4.08M +144,120 +3%
Ameriprise
7
Ameriprise
Minnesota
$118M -$5.65M -212,145 -5%
Victory Capital Management
8
Victory Capital Management
Texas
$109M – – –
USAA
9
United Services Automobile Association
Texas
$109M – – –
BWM
10
Baystate Wealth Management
Massachusetts
$81.6M -$1.68M -63,015 -2%
CFA
11
Carroll Financial Associates
North Carolina
$69.5M -$1.01M -37,890 -1%
Morgan Stanley
12
Morgan Stanley
New York
$53.4M -$1.7M -63,785 -3%
AIA
13
Arbor Investment Advisors
North Carolina
$53M +$907K +34,035 +2%
LPL Financial
14
LPL Financial
California
$40.8M -$543K -20,375 -1%
ME
15
McIlrath & Eck
Washington
$40.3M +$716K +26,870 +2%
DADC
16
D.A. Davidson & Co
Montana
$37.6M -$189K -7,080 -0.5%
KAS
17
Kestra Advisory Services
Texas
$37.6M +$3.51M +132,545 +10%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$36.6M +$931K +34,950 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.6M -$751K -28,195 -2%
RVPG
20
Relative Value Partners Group
$35.5M +$2.13M +79,880 +6%
CC
21
Callan Capital
California
$34.9M -$4.27M -160,100 -11%
RA
22
RFG Advisory
Alabama
$33.1M +$743K +27,045 +2%
HCP
23
Holt Capital Partners
Texas
$32.4M -$724K -27,175 -2%
GC
24
Grimes & Company
Massachusetts
$28M -$267K -10,040 -0.9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27.5M -$3.68M -138,080 -12%
1
2 3 4 5