Invesco FTSE RAFI US 1000 ETF
354 hedge funds and large institutions have $3.5B invested in Invesco FTSE RAFI US 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
3.87% more ownership
Funds ownership: 329.64% → 333.51% (+3.9%)
3% more funds holding
Funds holding: 345 → 354 (+9)
1% more capital invested
Capital invested by funds: $3.46B → $3.5B (+$44.3M)
3% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 110
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$34M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.62M |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$8.73M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$17.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$14.4M |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$4.13M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.78M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.36M |
PRF Hedge Fund Activity: Q3 2021 in Review
354 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2021, worth a combined $3.5B — up 1.3% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PRF positions and 18 closed out — a net gain of 11 holders — while 107 added to existing stakes and 110 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34M. The largest seller was Keebeck Wealth Management, exiting entirely with an estimated $17.9M sold.
- 354 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2021, up from 345 in Q2 2021.
- Funds reported $3.5B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2021, up 1.3% quarter-over-quarter.
- 29 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2021 and 18 closed out, a net change of +11 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $34M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2021 was Keebeck Wealth Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2021.