Who Owns Invesco RAFI US 1000 ETF (PRF)?Hedge Fund & Institutional Holders

$47.58-0.14 (-0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.263758153791036e+256T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$35.77$39.33$42.89$46.45$50.01Sep 24Jun 25Mar 26

PRF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+4.8M+$224.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.0M+$141.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.6M+$124.6M
Linscomb Wealth, Inc.New Position+2.1M+$99.0M
D.A. DAVIDSON & CO.New Position+2.1M+$96.5M
Arbor Investment Advisors, LLCNew Position+2.0M+$95.1M
Berman McAleer LLCNew Position+1.6M+$73.4M
Pinnacle Financial Partners, Inc.New Position+1.2M+$57.0M
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+774K+$36.3M
Klingman & Associates, LLCNew Position+682K+$32.0M
Charter Capital Management, LLC\DENew Position+586K+$27.5M
TRUIST FINANCIAL CORPNew Position+556K+$26.1M
Align Financial, LLCNew Position+24K+$24.4M
SAXON INTERESTS, INC.New Position+516K+$24.2M
Forvis Mazars Wealth Advisors, LLCNew Position+513K+$24.1M

PRF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-567K-$522.9B
Waverly Advisors, LLCDecreased-55K-$169.7B
Invesco Ltd.Decreased-67K-$141.8B
WELLS FARGO & COMPANY/MNDecreased-23K-$82.4B
RFG Advisory, LLCDecreased-109K-$63.0B
Kovitz Investment Group Partners, LLCClosed Position-1.3M-$58.1B
SYNOVUS FINANCIAL CORPClosed Position-1.2M-$55.8B
ROYAL BANK OF CANADADecreased-26K-$55.3B
AlphaCore Capital LLCDecreased-45K-$42.3B
UBS Group AGDecreased-26K-$38.0B
Corient Private Wealth LLCDecreased-2K-$33.4B
Equitable Holdings, Inc.Decreased-47K-$32.0B
Pinnacle Financial Group, LLC / ILDecreased-18K-$31.1B
Charles Schwab Trust CoDecreased-6K-$29.6B
JPMORGAN CHASE & CODecreased-27K-$27.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc48,247$2.3B0.36%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33,412,176$1.5B0.97%Share
3AMERIPRISE FINANCIAL INC7,705,775$361.0M0.08%Share
4ENVESTNET ASSET MANAGEMENT INC4,784,491$224.0M0.07%Share
5BANK OF AMERICA CORP /DE/4,533,579$212.0M0.02%Share
6BANK OF AMERICA CORP /DE/4,102,970$192.0M0.01%Share
7Waverly Advisors, LLC3,703,220$173.0M1.40%Share
8COMMONWEALTH EQUITY SERVICES, LLC3,013,264$141.0M0.19%Share
9Mariner, LLC2,927,134$137.0M0.16%Share
10LPL Financial LLC2,727,461$127.0M0.03%Share
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,589,251$124.6M0.17%Share
12PNC FINANCIAL SERVICES GROUP, INC.2,452,628$115.0M0.06%Share
13BANK OF AMERICA CORP /DE/2,323,369$109.0M0.01%Share
14PNC FINANCIAL SERVICES GROUP, INC.2,293,005$107.0M0.06%Share
15Linscomb Wealth, Inc.2,129,383$99.0M4.16%Share
16MORGAN STANLEY2,089,557$98.0M0.01%Share
17D.A. DAVIDSON & CO.2,055,842$96.5M0.59%Share
18Arbor Investment Advisors, LLC2,027,880$95.1M12.52%Share
19Focus Partners Wealth1,714,516$80.0M0.09%Share
20Berman McAleer LLC1,565,303$73.4M10.04%Share
21Invesco Ltd.1,562,521$73.3M0.01%Share
22Invesco Ltd.1,509,404$70.8M0.01%Share
23RFG Advisory, LLC1,286,330$60.4M1.14%Share
24Pinnacle Financial Partners, Inc.1,233,626$57.0M0.64%Share
25ROYAL BANK OF CANADA1,181,384$55.0M0.01%Share
26WELLS FARGO & COMPANY/MN1,129,913$53.0M0.01%Share
27RAYMOND JAMES FINANCIAL INC1,006,512$47.0M0.01%Share
28Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.939,828$44.1M5.92%Share
29Cetera Investment Advisers926,136$43.0M0.05%Share
30AlphaCore Capital LLC891,043$41.0M0.91%Share
31Larson Financial Group LLC870,722$40.0M1.33%Share
32Garrett Wealth Advisory Group, LLC810,044$38.0M7.18%Share
33UBS Group AG807,388$37.9M0.01%Share
34GRIMES & Co WEALTH MANAGEMENT, LLC773,857$36.3M0.87%Share
35Corient Private Wealth LLC736,947$34.6M0.05%Share
36Klingman & Associates, LLC681,565$32.0M1.54%Share
37Pinnacle Financial Group, LLC / IL670,384$31.5M9.13%Share
38Equitable Holdings, Inc.661,057$31.0M0.21%Share
39Charles Schwab Trust Co649,380$30.5M2.00%Share
40HighTower Advisors, LLC643,205$30.0M0.03%Share
41ROTHSCHILD INVESTMENT LLC619,700$29.0M1.60%Share
42Charter Capital Management, LLC\DE586,153$27.5M14.20%Share
43WELLS FARGO & COMPANY/MN558,306$26.0M0.00%Share
44TRUIST FINANCIAL CORP553,010$25.9M0.03%Share
45Pathstone Holdings, LLC534,717$25.0M0.10%Share
46NATIONAL BANK OF CANADA /FI/543,715$25.0M0.02%Share
47Align Financial, LLC24,445$24.4M0.01%Share
48SAXON INTERESTS, INC.515,715$24.2M8.48%Share
49Forvis Mazars Wealth Advisors, LLC513,270$24.1M0.45%Share
50Wharton Business Group, LLC493,135$23.1M0.88%Share

PRF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025548$8.6B+261
Q3 2025287$3.3T-198
Q2 2025485$3.9T-17
Q1 2025502$5.1T+77
Q4 2024425$438.5T+90
Q3 2024335$3030.0T+2
Q2 2024333$2833.9T+6
Q1 2024327$1919.8T—

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As of Q4 2025, 50 institutional investors hold PRF (Invesco RAFI US 1000 ETF). The largest holder is Bell Investment Advisors, Inc with $2.3B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PRF?

As of Q4 2025, 50 institutional investors report holding PRF (Invesco RAFI US 1000 ETF) in their 13F filings.

Who is the largest institutional holder of PRF?

The largest institutional holder of PRF is Bell Investment Advisors, Inc with $2.3B in shares.

Is institutional ownership of PRF increasing or decreasing?

This quarter, 15 institutions opened new positions in PRF and 2 closed their positions.