Invesco FTSE RAFI US 1000 ETF
256 hedge funds and large institutions have $2.99B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 94 reducing their positions, and 13 closing their positions.
231% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 13
13% more funds holding
Funds holding: 227 → 256 (+29)
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
10% more capital invested
Capital invested by funds: $2.72B → $2.99B (+$274M)
7.9% more ownership
Funds ownership: 272.04% → 279.94% (+7.9%)
33% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 94
36% less call options, than puts
Call options by funds: $613K | Put options by funds: $954K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$47.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.6M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$11.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$40M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$16.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$12.7M |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$8.85M |
| 5 |
Goldman Sachs
New York
|
-$5.18M |
PRF Hedge Fund Activity: Q4 2017 in Review
256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2017, worth a combined $2.99B — up 10% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PRF positions and 13 closed out — a net gain of 30 holders — while 63 added to existing stakes and 94 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $47.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $40M sold.
- 256 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2017, up from 227 in Q3 2017.
- Funds reported $2.99B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 43 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2017 and 13 closed out, a net change of +30 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2017 was Waverly Advisors, an estimated $47.9M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2017.