Invesco Rafi US 1000 ETFPRFETF
13F holders, Q1 2024 (March 31)483holders
2famous investors
$38.40avg. 13F price*
At the end of Q1 2024, 483 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($927.0M), Bank of America Corp. ($416.9M) and Ameriprise Financial Inc. ($243.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Rafi US 1000 ETF
- CUSIP
- 46137V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $9.6M |
| Exits | 16 | $9.6M |
Ownership 483 holders
| Charles Schwab Investment Advisory, Inc. | 1.27% | Reduce -5.0% | 24,096,157 | $927.0M |
| Bank of America Corp. | 0.04% | Add +0.2% | 10,836,139 | $416.9M |
| Ameriprise Financial Inc. | 0.07% | Reduce -13.6% | 6,321,939 | $243.2M |
| PNC Financial Services Group, Inc. | 0.15% | Add +0.9% | 5,514,845 | $212.2M |
| RFG Advisory, LLC | 7.10% | Add +3.8% | 5,424,976 | $208.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.2% | 4,862,065 | $187.0M |
| Waverly Advisors, LLC | 3.98% | Reduce -3.3% | 4,393,572 | $169.0M |
| Invesco Ltd. | 0.03% | Reduce -6.0% | 3,844,551 | $147.9M |
| Mariner, LLC | 0.23% | Add +1282.0% | 2,867,299 | $110.3M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -6.5% | 2,718,829 | $104.6M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -0.4% | 2,640,608 | $101.6M |
| LPL Financial LLC | 0.05% | Add +4.3% | 2,401,409 | $92.4M |
| Morgan Stanley | 0.01% | Add +0.2% | 2,187,881 | $84.2M |
| Arbor Investment Advisors, LLC | 12.29% | Reduce -0.8% | 2,182,495 | $84.0M |
| Linscomb Wealth, Inc. | 4.16% | Add +0.6% | 2,102,481 | $80.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -3.1% | 1,852,097 | $71.3M |
| D.A. Davidson & Co. | 0.57% | Reduce -3.6% | 1,636,807 | $63.0M |
| Kestra Advisory Services, LLC | 0.42% | Add +22.1% | 1,623,078 | $62.4M |
| Wells Fargo & Company | 0.02% | Add +2.4% | 1,618,877 | $62.3M |
| Relative Value Partners Group, LLC | 3.03% | Reduce -1.7% | 1,359,724 | $48.2M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 1,250,427 | $48.1M |
| Synovus Financial Corp. | 0.62% | Add +3.8% | 1,234,632 | $47.5M |
| McIlrath & Eck, LLC | 6.93% | Reduce -13.8% | 1,136,263 | $43.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.88% | Reduce -1.2% | 1,084,185 | $41.7M |
| Callan Capital, LLC | 3.45% | Reduce -0.3% | 1,019,526 | $39.2M |
| Osaic Holdings, Inc. | 0.08% | Reduce -26.4% | 961,591 | $37.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.01% | Reduce -1.2% | 857,350 | $33.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -39.6% | 841,458 | $32.4M |
| UBS Group AG | 0.01% | Reduce -1.8% | 786,265 | $30.2M |
| Equitable Holdings, Inc. | 0.34% | Reduce -13.1% | 781,168 | $30.1M |
| Pinnacle Financial Group, LLC / IL | 12.54% | Reduce -0.2% | 742,207 | $28.6M |
| Klingman & Associates, LLC | 1.99% | Reduce -1.8% | 719,880 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 636,430 | $24.5M |
| Cetera Investment Advisers | 0.06% | Add +337.7% | 622,795 | $24.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.60% | Reduce -1.1% | 610,011 | $23.5M |
| Flynn Zito Capital Management, LLC | 12.12% | Add +0.7% | 609,804 | $23.5M |
| Rothschild Investment LLC | 1.62% | Add +0.8% | 581,588 | $22.4M |
| Garrett Wealth Advisory Group, LLC | 8.77% | Add +1.3% | 556,662 | $21.4M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.0% | 531,741 | $20.5M |
| Geller Advisors LLC | 1.58% | Add +3534.7% | 504,974 | $19.4M |
| Wharton Business Group, LLC | 0.91% | Reduce -12.2% | 493,135 | $19.0M |
| Saxon Interests, Inc. | 8.92% | Add +0.2% | 486,417 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +0.4% | 481,791 | $18.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +4.6% | 481,192 | $18.5M |
| Raymond James & Associates | 0.01% | Add +3.5% | 473,597 | $18.2M |
| Charles Schwab Trust Co | 1.72% | Reduce -8.2% | 472,153 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.9% | 471,850 | $18.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.0% | 470,982 | $18.1M |
| Pettinga Financial Advisors LLC | 4.10% | Reduce -4.5% | 418,161 | $16.1M |
| Breakwater Capital Group | 3.61% | Add +3.5% | 372,868 | $14.3M |
| Ted Buchan & Co | 8.66% | Reduce -0.8% | 366,377 | $14.1M |
| Glenmede Trust Co. NA | 0.07% | Reduce -21.4% | 354,059 | $13.6M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 351,566 | $13.5M |
| Boulder Wealth Advisors, LLC | 8.19% | — | 343,589 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +2.7% | 336,658 | $13.0M |
| Allworth Financial LP | 0.09% | Reduce -5.3% | 330,262 | $12.7M |
| Baker Ellis Asset Management LLC | 1.88% | Reduce -0.6% | 327,867 | $12.6M |
| JNBA Financial Advisors | 1.26% | Reduce -24.8% | 311,518 | $12.0M |
| Compass Financial Group, Inc. | 6.21% | Reduce -0.5% | 302,922 | $11.7M |
| Corient Private Wealth LP | 0.02% | Add +7.7% | 302,727 | $11.6M |
| Clear Harbor Asset Management, LLC | 1.02% | Add +1.1% | 301,128 | $11.6M |
| Rodgers & Associates, LTD | 1.48% | Reduce -5.1% | 300,005 | $11.5M |
| Wealthspire Retirement, LLC | 0.97% | Add +9.6% | 293,229 | $11.3M |
| Osborne Partners Capital Management, LLC | 0.67% | Reduce -5.7% | 282,604 | $10.9M |
| Montz Harcus Wealth Management LLC | 6.45% | Add +1.3% | 247,682 | $9.5M |
| World Investment Advisors | 1.36% | Reduce -4.1% | 247,650 | $9.5M |
| MML Investors Services, LLC | 0.04% | Add +5.0% | 235,188 | $9.0M |
| Private Ocean, LLC | 0.91% | Reduce -0.7% | 223,159 | $8.6M |
| Avantax Advisory Services, Inc. | 0.07% | Add +0.3% | 218,327 | $8.4M |
| Arlington Financial Advisors, LLC | 1.79% | Reduce -6.4% | 211,808 | $8.1M |
| Ieq Capital, LLC | 0.12% | Add +0.0% | 208,925 | $8.0M |
| Journey Advisory Group, LLC | 0.94% | Reduce -1.2% | 197,573 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +5.0% | 195,428 | $7.5M |
| Resonant Capital Advisors, LLC | 0.62% | Reduce -0.6% | 189,396 | $7.3M |
| Wimmer Associates 1, LLC | 3.80% | Reduce -1.9% | 187,744 | $7.2M |
| Trinity Legacy Partners, LLC | 2.05% | Add +122.1% | 182,302 | $7.0M |
| Creative Capital Management Investments LLC | 3.62% | Reduce -0.5% | 182,162 | $7.0M |
| Creative Planning | 0.01% | Add +10.8% | 178,278 | $6.9M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 172,356 | $6.6M |
| Perigon Wealth Management, LLC | 0.20% | Add +11.1% | 168,579 | $6.5M |
| Lido Advisors, LLC | 0.06% | Add +1.9% | 162,480 | $6.3M |
| Marion Wealth Management | 1.81% | Add +1.9% | 157,721 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.1% | 151,537 | $5.8M |
| Bouvel Investment Partners, LLC | 2.44% | Reduce -3.4% | 146,777 | $5.6M |
| Ellevest, Inc. | 0.33% | No change | 136,925 | $5.3M |
| Blair William & Co. | 0.02% | Reduce -0.1% | 135,854 | $5.2M |
| Cornerstone Advisory, LLC | 0.73% | Reduce -1.1% | 133,819 | $5.1M |
| Hirtle & Co., LLC | 0.24% | No change | 125,000 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +1.7% | 124,779 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.84% | Reduce -5.0% | 123,789 | $4.8M |
| Precedent Wealth Partners, LLC | 1.90% | Reduce -16.7% | 114,939 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.3% | 113,352 | $4.4M |
| FMR LLC | 0.00% | Add +28.2% | 111,494 | $4.3M |
| Legacy Private Trust Co. | 0.30% | Reduce -8.3% | 107,039 | $4.1M |
| Obsidian Personal Planning Solutions LLC | 2.66% | Reduce -1.9% | 110,167 | $4.1M |
| Cidel Asset Management Inc. | 0.31% | Reduce -4.0% | 105,308 | $4.1M |
| New England Private Wealth Advisors LLC | 0.69% | Add +0.2% | 102,160 | $3.9M |
| Laurel Wealth Advisors LLC | 0.65% | Add +2.1% | 98,086 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -4.0% | 96,800 | $3.7M |
| Unique Wealth Strategies, LLC | 1.82% | Reduce -46.8% | 96,722 | $3.7M |
"% of holder's portfolio" is PRF's weight in each manager's 13F, not the share of Invesco Rafi US 1000 ETF the manager owns.