Invesco FTSE RAFI US 1000 ETF
188 hedge funds and large institutions have $2.25B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 50 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
52% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 50
7% more funds holding
Funds holding: 175 → 188 (+13)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
1% more capital invested
Capital invested by funds: $2.23B → $2.25B (+$23.7M)
4.96% less ownership
Funds ownership: 252.58% → 247.63% (-5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $201K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$58.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$35.5M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$21.2M |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$17.8M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$79.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$66.2M |
| 3 |
Goldman Sachs
New York
|
-$16.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$14.5M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$10.8M |
PRF Hedge Fund Activity: Q1 2015 in Review
188 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2015, worth a combined $2.25B — up 1.1% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PRF positions and 6 closed out — a net gain of 15 holders — while 76 added to existing stakes and 50 trimmed.
The largest buyer was Invesco, adding an estimated $58.3M. The largest seller was Morgan Stanley, cutting an estimated $79.3M.
- 188 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2015, up from 175 in Q4 2014.
- Funds reported $2.25B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2015, up 1.1% quarter-over-quarter.
- 21 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2015 and 6 closed out, a net change of +15 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2015 was Invesco, an estimated $58.3M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2015 was Morgan Stanley, an estimated $79.3M sold.
Based on aggregated 13F filings for Q1 2015.