PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$484M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
Bank of America
Bank of America
North Carolina
$244M
4
Goldman Sachs
Goldman Sachs
New York
$31.5M
5
AF
Allworth Financial
California
$46M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$97.8M
2
Invesco
Invesco
Georgia
$181M
3
WA
Waverly Advisors
Alabama
$62.3M
4
USAA
United Services Automobile Association
Texas
$94.3M
5
Wells Fargo
Wells Fargo
California
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$25.8M +$637K +31,375 +3%
RJA
27
Raymond James & Associates
Florida
$25.3M +$101K +4,970 +0.4%
HCP
28
Holt Capital Partners
Texas
$24.1M +$546K +26,875 +2%
Wells Fargo
29
Wells Fargo
California
$23.3M -$10.8M -533,225 -32%
RVPG
30
Relative Value Partners Group
$21.7M -$3.01M -148,295 -12%
GA
31
Geller Advisors
New York
$21.7M +$113K +5,570 +0.5%
SF
32
Synovus Financial
Georgia
$20.8M +$4.46M +219,710 +27%
KA
33
Klingman & Associates
New York
$18.8M -$85.8K -4,225 -0.5%
TA
34
Tiedemann Advisors
New York
$18.7M -$8.66M -426,075 -32%
RWM
35
Reston Wealth Management
Virginia
$18.6M +$18.6M +916,615 New
FDCC
36
Foster Dykema Cabot & Co
Massachusetts
$17M -$16.4K -805 -0.1%
SIC
37
Sigma Investment Counselors
Michigan
$14.7M +$294K +14,495 +2%
AA
38
Ancora Advisors
Ohio
$14.5M +$417K +20,545 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$14M +$1.66M +81,505 +13%
MSWMA
40
Market Street Wealth Management Advisors
Indiana
$13.9M +$13.9M +682,925 New
LPT
41
Legacy Private Trust
Wisconsin
$13.4M -$837K -41,180 -6%
WBG
42
Wharton Business Group
Pennsylvania
$13.3M – – –
OPCM
43
Osborne Partners Capital Management
California
$12.9M -$965K -47,485 -7%
SB
44
Suntrust Banks
Georgia
$12.5M +$356K +17,515 +3%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$12.1M +$9.61M +467,490 +384%
SBH
46
Segall Bryant & Hamill
Illinois
$11.7M – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$11.4M +$4.21M +207,435 +59%
BEAM
48
Baker Ellis Asset Management
Washington
$9.84M +$661K +32,550 +7%
PFA
49
Pettinga Financial Advisors
Indiana
$9.5M +$9.5M +467,425 New
TWA
50
Tillar-Wenstrup Advisors
Ohio
$9.33M -$292K -14,370 -3%
1
2
3 4 5