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Invesco FTSE RAFI US 1000 ETF

511 hedge funds and large institutions have $5.43B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $5.13B → $5.43B (+$293M)

5% more funds holding

Funds holding: 487511 (+24)

0.75% more ownership

Funds ownership: 69.56%70.31% (+0.75%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

14% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 155

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
6.73%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
52
Increased
134
Reduced
155
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$949M -$5.15M -124,632 -0.5%
Bank of America
2
Bank of America
North Carolina
$447M +$13.6M +329,378 +3%
Ameriprise
3
Ameriprise
Minnesota
$266M +$13.1M +317,206 +5%
RA
4
RFG Advisory
Alabama
$254M +$13.2M +320,593 +5%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$242M -$7.4K -179 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$212M -$859K -20,783 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$189M +$1.07M +25,893 +0.6%
WA
8
Waverly Advisors
Alabama
$160M -$4.07M -98,484 -2%
Invesco
9
Invesco
Georgia
$132M -$9.96M -240,935 -7%
Mariner
10
Mariner
Kansas
$126M +$4.3M +104,179 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$108M +$2.9M +70,166 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$105M +$246K +5,964 +0.2%
LPL Financial
13
LPL Financial
California
$99.9M +$137K +3,306 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$92.2M -$142K -3,437 -0.2%
AIA
15
Arbor Investment Advisors
North Carolina
$88.5M -$1.33M -32,101 -1%
LW
16
Linscomb Wealth
Texas
$83.6M +$496K +11,993 +0.6%
Wells Fargo
17
Wells Fargo
California
$80M +$9.36M +226,601 +13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$70M +$874K +21,151 +1%
DADC
19
D.A. Davidson & Co
Montana
$69.5M +$2.16M +52,265 +3%
KAS
20
Kestra Advisory Services
Texas
$67M -$161K -3,892 -0.2%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$54.8M -$970K -23,483 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$54.8M +$56.1M +1,357,580 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$48.6M -$411K -9,958 -0.8%
SF
24
Synovus Financial
Georgia
$48.2M -$94.7K -2,292 -0.2%
HCP
25
Holt Capital Partners
Texas
$41.9M -$617K -14,925 -1%

PRF Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2024, worth a combined $5.43B — up 5.7% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PRF positions and 20 closed out — a net gain of 32 holders — while 134 added to existing stakes and 155 trimmed.

The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $9.96M.

  • 511 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $5.43B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $13.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2024 was Invesco, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2024.