Invesco FTSE RAFI US 1000 ETF
207 hedge funds and large institutions have $2.69B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 18 closing their positions.
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
14% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 72
10% more capital invested
Capital invested by funds: $2.44B → $2.69B (+$254M)
7.68% more ownership
Funds ownership: 265.95% → 273.63% (+7.7%)
7% more funds holding in top 10
Funds holding in top 10: 28 → 30 (+2)
1% more funds holding
Funds holding: 204 → 207 (+3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $205K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$63.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$37M |
| 3 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$27.1M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$17.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$11M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$6.01M |
| 3 |
KL
Kinsight LLC
Birmingham,
Alabama
|
-$5M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.96M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$4.23M |
PRF Hedge Fund Activity: Q1 2017 in Review
207 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2017, worth a combined $2.69B — up 10% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PRF positions and 18 closed out — a net gain of 4 holders — while 82 added to existing stakes and 72 trimmed.
The largest buyer was Bank of America, adding an estimated $63.8M. The largest seller was HL Financial Services, exiting entirely with an estimated $11M sold.
- 207 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2017, up from 204 in Q4 2016.
- Funds reported $2.69B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2017, up 10% quarter-over-quarter.
- 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2017 and 18 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2017 was Bank of America, an estimated $63.8M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2017 was HL Financial Services, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2017.