INVESCO FTSE RAFI US 1000 ET (PRF) Institutional Ownership Changes & 13F Activity
INVESCO FTSE RAFI US 1000 ET (PRF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Waverly Advisors, Llc, Raymond James Financial Inc, and Pinnacle Financial Partners, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Walsh & Associates, Llc | Buy | +334 | — | 334 | $15.68K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +847 | — | 847 | $39.74K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +720 | — | 720 | $33.78K | Q4 2025 | May 07, 2026 |
| Estate Planners Group, Llc | Buy | +189 | — | 189 | $8.87K | Q4 2025 | Apr 07, 2026 |
| Osbon Capital Management Llc | Buy | +945 | — | 945 | $44.34K | Q4 2025 | Mar 16, 2026 |
| Cogent Strategic Wealth Llc | Buy | +4,500 | — | 4,500 | $218.16K | Q4 2025 | Mar 02, 2026 |
| Bell Investment Advisors, Inc | Buy | +48,247 | — | 48,247 | $2.26M | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,776 | — | 2,776 | $130.25K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +736,947 | — | 736,947 | $34.58M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,419,366 | — | 1,419,366 | $66.60M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +409,919 | — | 409,919 | $19.23M | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +317,074 | — | 317,074 | $14.88M | Q4 2025 | Feb 18, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +101,744 | — | 101,744 | $4.77M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +38,930 | — | 38,930 | $1.83M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +32,224 | — | 32,224 | $1.51M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +18,056 | — | 18,056 | $847.20K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +6,400 | — | 6,400 | $300.29K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +11,010,233 | — | 11,010,233 | $516.60M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +7,712,428 | — | 7,712,428 | $361.86M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +3,703,220 | — | 3,703,220 | $173.76M | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +1,245,816 | — | 1,245,816 | $58.46M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,198,815 | — | 1,198,815 | $56.25M | Q4 2025 | Feb 17, 2026 |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | Buy | +939,828 | — | 939,828 | $44.10M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +926,136 | — | 926,136 | $43.45M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +661,057 | — | 661,057 | $31.02M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +595,096 | — | 595,096 | $27.92M | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +543,715 | — | 543,715 | $25.51M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +488,797 | — | 488,797 | $17.79M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +296,875 | — | 296,875 | $13.93M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +264,886 | — | 264,886 | $12.43M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about PRF activity
Which institutional owners are buying PRF?
Institutional owners buying PRF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PRF activity?
"Buy" means an investor increased their reported position in PRF compared to the prior reporting period. This reflects growing exposure to INVESCO FTSE RAFI US 1000 ET (PRF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PRF increasing?
Institutional interest in PRF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.