PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

175 hedge funds and large institutions have $2.23B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+29
Holders Change %
+19.86%
% of All Funds
4.67%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
36
Increased
74
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$178M
2
Morgan Stanley
2
Morgan Stanley
New York
$169M
3
USAA
3
United Services Automobile Association
Texas
$63.3M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
SMG
5
Spectrum Management Group
Indiana
$92M

Top Sellers

1
Invesco
1
Invesco
Georgia
$231M
2
SMA
2
Simply Money Advisors
Ohio
$44.8M
3
BTS
3
BB&T Securities
Virginia
$30.6M
4
Jane Street
4
Jane Street
New York
$1.44M
5
DADC
5
D.A. Davidson & Co
Montana
$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$7.33M – – –
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$6.93M -$6.22K -340 -0.1%
JFA
53
JNBA Financial Advisors
Minnesota
$6.92M +$96.6K +5,285 +1%
DADC
54
D.A. Davidson & Co
Montana
$5.82M -$5.8M -317,070 -50%
1GA
55
1st Global Advisors
Texas
$5.72M -$5.78M -316,200 -50%
PO
56
Private Ocean
California
$5.12M -$12.6K -690 -0.2%
BJ
57
Brouwer & Janachowski
California
$4.88M -$102K -5,590 -2%
PA
58
Pinnacle Associates
New York
$4.86M +$208K +11,350 +4%
US Bancorp
59
US Bancorp
Minnesota
$4.84M +$3.17M +173,435 +191%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$4.67M -$266K -14,540 -5%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$4.62M +$913K +49,905 +25%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.58M +$2.53M +138,145 +123%
HighTower Advisors
63
HighTower Advisors
Illinois
$4.49M +$207K +11,305 +5%
VFS
64
VSR Financial Services
Kansas
$4.24M +$2.14M +117,120 +102%
BFG
65
Bouchey Financial Group
New York
$4.14M +$42.3K +2,315 +1%
BEAM
66
Baker Ellis Asset Management
Washington
$4.01M +$40.2K +2,200 +1%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$3.99M – – –
WB
68
Webster Bank
Connecticut
$3.65M +$3.65M +199,645 New
MFP
69
Mosaic Financial Partners
California
$3.65M +$290K +15,850 +9%
GC
70
Gratus Capital
Georgia
$3.64M +$3.64M +198,960 New
FAAM
71
First Allied Asset Management
California
$3.37M -$136K -7,445 -4%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.37M -$87K -4,760 -3%
BPB
73
Badgley, Phelps & Bell
Washington
$3.26M +$178K +9,710 +6%
SCA
74
Salient Capital Advisors
Texas
$3.04M +$143K +7,825 +5%
SIAS
75
Shine Investment Advisory Services
Colorado
$3.01M +$43.4K +2,375 +1%
1 2
3
4 5