Invesco FTSE RAFI US 1000 ETF
199 hedge funds and large institutions have $2.17B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
11% more funds holding
Funds holding: 180 → 199 (+19)
7.44% more ownership
Funds ownership: 255.92% → 263.36% (+7.4%)
6% more capital invested
Capital invested by funds: $2.04B → $2.17B (+$126M)
10% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 61
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$40.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$26.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.7M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$13.4M |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$34.2M |
| 2 |
GA
Geller Advisors
New York
|
-$23.7M |
| 3 |
Bank of New York Mellon
New York
|
-$15.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$10.5M |
PRF Hedge Fund Activity: Q4 2015 in Review
199 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2015, worth a combined $2.17B — up 6.2% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PRF positions and 8 closed out — a net gain of 23 holders — while 67 added to existing stakes and 61 trimmed.
The largest buyer was Invesco, adding an estimated $40.4M. The largest seller was Spectrum Management Group, cutting an estimated $34.2M.
- 199 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2015, up from 180 in Q3 2015.
- Funds reported $2.17B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2015, up 6.2% quarter-over-quarter.
- 31 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2015 and 8 closed out, a net change of +23 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2015 was Invesco, an estimated $40.4M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2015 was Spectrum Management Group, an estimated $34.2M sold.
Based on aggregated 13F filings for Q4 2015.