Invesco FTSE RAFI US 1000 ETF
428 hedge funds and large institutions have $4.19B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 108 increasing their positions, 152 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
54% more call options, than puts
Call options by funds: $425K | Put options by funds: $276K
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
6.82% more ownership
Funds ownership: 343.94% → 350.76% (+6.8%)
2% more funds holding
Funds holding: 420 → 428 (+8)
4% more capital invested
Capital invested by funds: $4.05B → $4.19B (+$142M)
29% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$60.4M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$17.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$13.6M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$10.2M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$16.7M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$14.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.11M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$6.2M |
| 5 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
-$6.05M |
PRF Hedge Fund Activity: Q2 2023 in Review
428 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2023, worth a combined $4.19B — up 3.5% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PRF positions and 15 closed out — a net gain of 12 holders — while 108 added to existing stakes and 152 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $60.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $16.7M.
- 428 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2023, up from 420 in Q1 2023.
- Funds reported $4.19B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2023 and 15 closed out, a net change of +12 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $60.4M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2023 was Charles Schwab Investment Advisory, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2023.