Invesco Rafi US 1000 ETFPRFETF
13F holders, Q4 2024 (December 31)510holders +24
30new positions
19sold out
4famous investors
$40.36avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Invesco Rafi US 1000 ETF (PRF) in their 13F filings, up 24 from Q3 2024. 30 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($948.8M), Bank of America Corp. ($446.9M) and Ameriprise Financial Inc. ($266.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Rafi US 1000 ETF
- CUSIP
- 46137V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $13.9M |
| Exits | 19 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,139,891 shares bought and 1,528,084 shares sold, net +1,611,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -0.5% | 23,520,057 | $948.8M |
| Bank of America Corp. | 0.04% | Add +3.1% | 11,078,377 | $446.9M |
| Ameriprise Financial Inc. | 0.07% | Add +5.0% | 6,604,163 | $266.4M |
| RFG Advisory, LLC | 7.19% | Add +5.4% | 6,300,762 | $254.2M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -0.4% | 5,257,205 | $212.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.6% | 4,678,839 | $188.7M |
| Waverly Advisors, LLC | 2.48% | Reduce -2.4% | 3,966,188 | $160.0M |
| Invesco Ltd. | 0.02% | Reduce -6.8% | 3,276,477 | $132.2M |
| Mariner, LLC | 0.21% | Add +3.4% | 3,131,016 | $126.3M |
| Commonwealth Equity Services, LLC | 0.16% | Add +2.7% | 2,678,333 | $108.0M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +0.2% | 2,593,528 | $104.6M |
| LPL Financial LLC | 0.04% | Add +0.1% | 2,477,334 | $99.9M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 2,284,996 | $92.2M |
| Arbor Investment Advisors, LLC | 12.47% | Reduce -1.4% | 2,193,879 | $88.5M |
| Linscomb Wealth, Inc. | 4.16% | Add +0.6% | 2,071,849 | $83.6M |
| Wells Fargo & Company | 0.02% | Add +12.9% | 1,982,386 | $80.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.2% | 1,736,364 | $70.0M |
| D.A. Davidson & Co. | 0.57% | Add +3.1% | 1,721,639 | $69.5M |
| Kestra Advisory Services, LLC | 0.37% | Reduce -0.2% | 1,660,364 | $67.0M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -1.7% | 1,358,221 | $54.8M |
| Raymond James Financial Inc. | 0.02% | — | 1,357,580 | $54.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 1,205,830 | $48.6M |
| Synovus Financial Corp. | 0.61% | Reduce -0.2% | 1,195,631 | $48.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.33% | Reduce -1.4% | 1,038,460 | $41.9M |
| Callan Capital, LLC | 2.78% | Reduce -6.3% | 941,465 | $38.0M |
| UBS Group AG | 0.01% | Add +0.1% | 844,139 | $34.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.94% | Reduce -2.1% | 810,807 | $32.7M |
| Equitable Holdings, Inc. | 0.29% | Add +0.6% | 760,357 | $30.7M |
| Pinnacle Financial Group, LLC / IL | 11.11% | Reduce -1.1% | 702,872 | $28.4M |
| Garrett Wealth Advisory Group, LLC | 6.42% | Add +11.8% | 699,490 | $28.2M |
| Klingman & Associates, LLC | 1.76% | Reduce -2.0% | 691,816 | $27.9M |
| Cetera Investment Advisers | 0.06% | Add +2.3% | 665,845 | $26.9M |
| Rothschild Investment LLC | 1.58% | Add +0.7% | 598,037 | $24.1M |
| HighTower Advisors, LLC | 0.03% | Add +14.6% | 569,145 | $23.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.9% | 565,016 | $22.8M |
| Flynn Zito Capital Management, LLC | 10.59% | Add +1.7% | 564,318 | $22.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.51% | Reduce -1.4% | 550,193 | $22.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -9.4% | 540,397 | $21.8M |
| McIlrath & Eck, LLC | 2.73% | Reduce -11.7% | 530,969 | $21.4M |
| Saxon Interests, Inc. | 9.20% | Add +1.1% | 517,847 | $20.9M |
| Charles Schwab Trust Co | 1.78% | Add +2.4% | 514,574 | $20.8M |
| Geller Advisors LLC | 1.36% | Add +0.5% | 511,883 | $20.6M |
| Wharton Business Group, LLC | 0.90% | No change | 493,135 | $19.9M |
| Boulder Wealth Advisors, LLC | 9.75% | Add +28.3% | 469,184 | $18.9M |
| Breakwater Capital Group | 3.68% | Add +1.4% | 458,038 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.7% | 456,847 | $18.4M |
| Truist Financial Corp. | 0.03% | Reduce -0.1% | 442,685 | $17.9M |
| Goodman Advisory Group, LLC | 4.85% | Add +2.8% | 407,488 | $16.4M |
| Pettinga Financial Advisors LLC | 3.46% | Reduce -5.1% | 379,201 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.1% | 373,325 | $15.1M |
| Allworth Financial LP | 0.08% | Reduce -2.2% | 341,908 | $14.3M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +2.0% | 344,945 | $13.9M |
| Ted Buchan & Co | 6.47% | Reduce -2.4% | 339,960 | $13.7M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 329,342 | $13.3M |
| Baker Ellis Asset Management LLC | 1.95% | Add +1.5% | 329,038 | $13.3M |
| Stonebridge Financial Group, LLC | 1.46% | — | 327,749 | $13.2M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.9% | 327,234 | $13.2M |
| Wealthspire Retirement, LLC | 1.04% | Add +4.3% | 325,892 | $13.1M |
| Rodgers & Associates, LTD | 1.47% | Reduce -4.0% | 305,208 | $12.3M |
| Focus Partners Wealth | 0.03% | Add +597.6% | 301,777 | $12.2M |
| Clear Harbor Asset Management, LLC | 0.96% | Reduce -0.3% | 296,023 | $11.9M |
| Compass Financial Group, Inc. | 5.68% | Reduce -2.6% | 294,283 | $11.9M |
| World Investment Advisors | 0.31% | Add +5.4% | 284,400 | $11.5M |
| JNBA Financial Advisors | 1.16% | Reduce -1.5% | 281,848 | $11.4M |
| Montz Harcus Wealth Management LLC | 6.29% | Add +4.0% | 278,801 | $11.2M |
| Corient Private Wealth LP | 0.02% | Reduce -45.2% | 270,200 | $10.9M |
| Osborne Partners Capital Management, LLC | 0.61% | Reduce -2.2% | 262,696 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +10.9% | 252,700 | $10.2M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +9.6% | 234,660 | $9.5M |
| Larson Financial Group LLC | 0.48% | Add +104.3% | 230,708 | $9.3M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -1.8% | 221,515 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 214,798 | $8.7M |
| Connecticut Wealth Management, LLC | 0.42% | Add +610.8% | 77,234 | $8.6M |
| Ieq Capital, LLC | 0.08% | Add +0.3% | 211,670 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -5.4% | 210,191 | $8.5M |
| Arlington Financial Advisors, LLC | 1.65% | Reduce -0.3% | 205,599 | $8.3M |
| Trinity Legacy Partners, LLC | 2.08% | Add +3.6% | 200,422 | $8.1M |
| Essex Financial Services, Inc. | 0.56% | Add +14.3% | 196,278 | $7.9M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -1.6% | 184,355 | $7.6M |
| Wimmer Associates 1, LLC | 3.74% | Reduce -2.9% | 187,792 | $7.6M |
| Cerity Partners LLC | 0.02% | Add +8.8% | 186,225 | $7.5M |
| Resonant Capital Advisors, LLC | 0.55% | Reduce -1.3% | 186,221 | $7.5M |
| Journey Advisory Group, LLC | 0.88% | No change | 194,122 | $7.4M |
| Creative Planning | 0.01% | Add +3.1% | 181,192 | $7.3M |
| Lido Advisors, LLC | 0.04% | Add +1.9% | 171,800 | $6.9M |
| FMR LLC | 0.00% | Add +24.6% | 160,001 | $6.5M |
| Marion Wealth Management | 1.70% | Add +0.8% | 159,366 | $6.4M |
| Creative Capital Management Investments LLC | 2.37% | Add +0.0% | 140,370 | $5.7M |
| Ellevest, Inc. | 0.32% | Add +0.4% | 139,115 | $5.6M |
| Cornerstone Advisory, LLC | 0.63% | Reduce -1.6% | 130,961 | $5.5M |
| Bouvel Investment Partners, LLC | 1.99% | Reduce -2.8% | 137,124 | $5.5M |
| Obsidian Personal Planning Solutions LLC | 2.61% | Add +3.5% | 128,609 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +4.2% | 133,850 | $5.4M |
| Blair William & Co. | 0.02% | Reduce -0.4% | 131,988 | $5.3M |
| Hirtle & Co., LLC | 0.24% | No change | 125,000 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.3% | 119,957 | $4.8M |
| Cidel Asset Management Inc. | 0.33% | Reduce -1.2% | 119,893 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.78% | Reduce -4.0% | 115,730 | $4.7M |
| Johnson & White Wealth Management, LLC | 2.78% | Add +7.0% | 114,094 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.1% | 109,405 | $4.4M |
"% 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.