Invesco FTSE RAFI US 1000 ETF
420 hedge funds and large institutions have $4.05B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 132 reducing their positions, and 25 closing their positions.
1,634% more call options, than puts
Call options by funds: $815K | Put options by funds: $47K
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
2% more funds holding
Funds holding: 410 → 420 (+10)
0.32% less ownership
Funds ownership: 69.11% → 68.79% (-0.32%)
7% less funds holding in top 10
Funds holding in top 10: 29 → 27 (-2)
13% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 132
17% less capital inflows, than outflows
Capital inflows: $95.7M | Capital outflows: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Journey Advisory Group
Covington,
Kentucky
|
+$11.7M |
| 2 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$9.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.65M |
| 4 |
Baystate Wealth Management
Boston,
Massachusetts
|
+$3.43M |
| 5 |
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$14.7M |
| 2 |
Merriman Wealth Management
Seattle,
Washington
|
-$10.9M |
| 3 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$6.18M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$5.08M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.61M |
PRF Hedge Fund Activity: Q1 2023 in Review
420 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2023, worth a combined $4.05B — down 0% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PRF positions and 25 closed out — a net gain of 18 holders — while 115 added to existing stakes and 132 trimmed.
The largest buyer was Journey Advisory Group, opening a new position worth an estimated $11.7M. The largest seller was Invesco, cutting an estimated $14.7M.
- 420 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2023, up from 410 in Q4 2022.
- Funds reported $4.05B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2023, down 0% quarter-over-quarter.
- 43 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2023 and 25 closed out, a net change of +18 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2023 was Journey Advisory Group, an estimated $11.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2023 was Invesco, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2023.