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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -5

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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.0M+$141.0B
Linscomb Wealth, Inc.New Position+2.1M+$99.0B
D.A. DAVIDSON & CO.New Position+2.1M+$96.5B
Berman McAleer LLCNew Position+1.6M+$73.4B
Focus Partners WealthIncreased+1.3M+$63.4B
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+774K+$36.3B
AMERIPRISE FINANCIAL INCIncreased+487K+$34.4B
Klingman & Associates, LLCNew Position+682K+$32.0B
Charter Capital Management, LLC\DENew Position+586K+$27.5B
SAXON INTERESTS, INC.New Position+516K+$24.2B
Forvis Mazars Wealth Advisors, LLCNew Position+513K+$24.1B
Breakwater Capital GroupNew Position+449K+$21.1B
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+434K+$20.4B
Goodman Advisory Group, LLCNew Position+419K+$19.0B
Stonebridge Financial Group, LLCNew Position+319K+$14.9B

PRF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Waverly Advisors, LLCDecreased-55K-$169.7B
RFG Advisory, LLCDecreased-109K-$63.0B
Kovitz Investment Group Partners, LLCClosed Position-1.3M-$58.1B
SYNOVUS FINANCIAL CORPClosed Position-1.2M-$55.8B
AlphaCore Capital LLCDecreased-45K-$42.3B
Allworth Financial LPDecreased-3K-$17.5B
World Investment AdvisorsDecreased-11K-$14.7B
Glenmede Investment Management, LPClosed Position-295K-$13.3B
MML INVESTORS SERVICES, LLCDecreased-2K-$6.4B
MAI Capital ManagementDecreased-26K-$6.1B
JPMORGAN CHASE & CODecreased-27K-$2.7B
GUIDANCE CAPITAL, INCDecreased-59K-$2.6B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-252-$2.5B
MONTAG A & ASSOCIATES INCClosed Position-52K-$2.4B
GOLDMAN SACHS GROUP INCClosed Position-52K-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC7,705,775$361.0B81.58%Share
2BANK OF AMERICA CORP /DE/4,533,579$212.0B15.42%Share
3BANK OF AMERICA CORP /DE/4,102,970$192.0B13.97%Share
4COMMONWEALTH EQUITY SERVICES, LLC3,013,264$141.0B187.97%Share
5PNC FINANCIAL SERVICES GROUP, INC.2,452,628$115.0B62.80%Share
6BANK OF AMERICA CORP /DE/2,323,369$109.0B7.93%Share
7PNC FINANCIAL SERVICES GROUP, INC.2,293,005$107.0B58.44%Share
8Linscomb Wealth, Inc.2,129,383$99.0B4.16%Share
9D.A. DAVIDSON & CO.2,055,842$96.5B590.86%Share
10Focus Partners Wealth1,714,516$80.0B91.18%Share
11Berman McAleer LLC1,565,303$73.4B10.04%Share
12Invesco Ltd.1,562,521$73.3B11.24%Share
13Invesco Ltd.1,509,404$70.8B10.86%Share
14ROYAL BANK OF CANADA1,181,384$55.0B8.95%Share
15WELLS FARGO & COMPANY/MN1,129,913$53.0B9.65%Share
16RAYMOND JAMES FINANCIAL INC1,006,512$47.0B14.62%Share
17UBS Group AG807,388$37.9B6.14%Share
18GRIMES & Co WEALTH MANAGEMENT, LLC773,857$36.3B0.87%Share
19Klingman & Associates, LLC681,565$32.0B1.54%Share
20Pinnacle Financial Group, LLC / IL670,384$31.5B9.13%Share
21Equitable Holdings, Inc.661,057$31.0B211.94%Share
22Charles Schwab Trust Co649,380$30.5B2.00%Share
23Charter Capital Management, LLC\DE586,153$27.5B14.20%Share
24WELLS FARGO & COMPANY/MN558,306$26.0B4.74%Share
25SAXON INTERESTS, INC.515,715$24.2B8.48%Share
26Forvis Mazars Wealth Advisors, LLC513,270$24.1B454.70%Share
27Wharton Business Group, LLC493,135$23.1B0.88%Share
28Boulder Wealth Advisors, LLC488,182$22.9B9.68%Share
29OSAIC HOLDINGS, INC.474,526$22.0B32.15%Share
30BOYUM WEALTH ARCHITECTS LLC448,707$21.8B10.17%Share
31Breakwater Capital Group449,211$21.1B2.94%Share
32FLYNN ZITO CAPITAL MANAGEMENT, LLC434,431$20.4B7.29%Share
33MERCER GLOBAL ADVISORS INC /ADV409,919$19.0B28.96%Share
34Goodman Advisory Group, LLC418,663$19.0B4.68%Share
35RAYMOND JAMES FINANCIAL INC401,594$18.0B5.60%Share
36JPMORGAN CHASE & CO358,588$16.0B1.00%Share
37Steward Partners Investment Advisory, LLC327,670$15.0B82.25%Share
38Ted Buchan & Co325,298$15.0B5.51%Share
39Stonebridge Financial Group, LLC318,640$14.9B1.28%Share
40Wealthspire Retirement, LLC317,074$14.9B0.90%Share
41Montz Harcus Wealth Management LLC312,844$14.7B5.95%Share
42Cornerstone Wealth Management, LLC304,493$14.3B0.74%Share
43Clear Harbor Asset Management, LLC311,689$14.0B0.95%Share
44GLENMEDE TRUST CO NA279,066$13.0B61.61%Share
45AQR CAPITAL MANAGEMENT LLC296,875$13.0B6.82%Share
46Compass Financial Group, Inc.268,765$12.6B5.57%Share
47Essex Financial Services, Inc.255,830$12.0B0.68%Share
48Rodgers & Associates, LTD245,251$11.5B1.17%Share
49OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC240,139$11.3B0.58%Share
50Trinity Legacy Partners, LLC219,382$10.3B2.36%Share

PRF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025545$2.9T+258
Q3 2025287$2.4T-198
Q2 2025485$3.7T-16
Q1 2025501$4.7T+78
Q4 2024423$271.1T+88
Q3 2024335$595.9T+2
Q2 2024333$430.8T+6
Q1 2024327$415.4T—

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As of Q4 2025, 50 institutional investors hold PRF (Invesco RAFI US 1000 ETF). The largest holder is AMERIPRISE FINANCIAL INC with $361.0B in shares. This quarter, 13 institutions opened new positions and 5 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 AMERIPRISE FINANCIAL INC with $361.0B in shares.

Is institutional ownership of PRF increasing or decreasing?

This quarter, 13 institutions opened new positions in PRF and 5 closed their positions.