Invesco FTSE RAFI US 1000 ETF
392 hedge funds and large institutions have $3.56B invested in Invesco FTSE RAFI US 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 29 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 115
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
7% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 29
2% less funds holding
Funds holding: 398 → 392 (-6)
8% less capital invested
Capital invested by funds: $3.89B → $3.56B (-$330M)
9.55% less ownership
Funds ownership: 348.18% → 338.63% (-9.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.6M |
| 2 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$14.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$14.3M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.89M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$9.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$104M |
| 2 |
Morgan Stanley
New York
|
-$24.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$18.9M |
| 4 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$16.2M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$15.8M |
PRF Hedge Fund Activity: Q3 2022 in Review
392 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2022, worth a combined $3.56B — down 8.5% from $3.89B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of PRF and 27 opened new positions — a net loss of 2 holders — while 115 trimmed existing stakes and 129 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $18.6M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $104M.
- 392 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2022, down from 398 in Q2 2022.
- Funds reported $3.56B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2022, down 8.5% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2022 and 29 closed out, a net change of -2 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $18.6M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2022 was Charles Schwab Investment Advisory, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2022.