PRF · Invesco RAFI US 1000 ETF ETF
$56.33
-0.21 (-0.37%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $37,325,381
Total Shares: 690,827
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
84.4%
+18.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,229
Highly concentrated+2,463
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
2
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
+1181.1%
Shares held:
+1027.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −1,183 | 39,249 | |
| Small Principia Wealth Advisory, LLC | −14 | 9,559 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 582,979 | $31,498,355 | |
| Mega CITADEL ADVISORS LLC | 59,040 | $3,189,931 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Range Advisory, LLC | 6,249 | $297,014 | |
| Large M&T Bank Corp | 5,045 | $239,788 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC PRF | $31,498,355 | 84.39% | 582,979 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC PRF | $3,189,931 | 8.55% | 59,040 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group PRF | $2,120,623 | 5.68% | 39,249 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC PRF | $516,472 | 1.38% | 9,559 | Shares | 2026-08-26 |