PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

198 hedge funds and large institutions have $2.16B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.74%
New
31
Increased
66
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$225M
2
LPL Financial
2
LPL Financial
California
$56.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.5M
4
CFA
4
Carroll Financial Associates
North Carolina
$54.3M
5
RJT
5
Raymond James Trust
Florida
$10.9M

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$27.3M
2
GA
2
Geller Advisors
New York
$21.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$940K
4
CIA
4
Choate Investment Advisors
Massachusetts
$25.7M
5
Bank of America
5
Bank of America
North Carolina
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$6.99M -$77.5K -4,465 -1%
CA
52
Cornerstone Advisory
Maryland
$6.87M +$6.87M +395,540 New
JFA
53
JNBA Financial Advisors
Minnesota
$6.72M -$1.39K -80 -0%
MFS
54
MSI Financial Services
Massachusetts
$6.45M +$2.83M +162,900 +78%
MIH
55
Madison Investment Holdings
Wisconsin
$6.43M +$60.3K +3,470 +0.9%
PA
56
Pinnacle Associates
New York
$6.23M -$400K -23,045 -6%
VFS
57
VSR Financial Services
Kansas
$6.09M +$186K +10,700 +3%
US Bancorp
58
US Bancorp
Minnesota
$6.07M +$889K +51,180 +17%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$5.88M +$3.68M +211,985 +167%
1GA
60
1st Global Advisors
Texas
$5.31M +$18.2K +1,050 +0.3%
BEAM
61
Baker Ellis Asset Management
Washington
$5.27M -$69.2K -3,985 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$5.25M – – –
PO
63
Private Ocean
California
$4.8M +$13.2K +760 +0.3%
MFP
64
Mosaic Financial Partners
California
$4.53M +$689K +39,655 +18%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.27M -$192K -11,055 -4%
Citadel Advisors
66
Citadel Advisors
Florida
$4.15M +$535K +30,815 +15%
SF
67
Synovus Financial
Georgia
$4.13M +$598K +34,445 +17%
BPB
68
Badgley, Phelps & Bell
Washington
$3.96M +$92K +5,300 +2%
LC
69
Lubar & Co
Wisconsin
$3.84M – – –
BJ
70
Brouwer & Janachowski
California
$3.81M -$241K -13,905 -6%
SCA
71
Salient Capital Advisors
Texas
$3.29M -$113K -6,500 -3%
CWM
72
Concert Wealth Management
California
$3.18M -$339K -19,510 -10%
CA
73
Cetera Advisors
Colorado
$3.04M +$322K +18,530 +12%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$2.88M -$1.92M -110,395 -40%
STMM
75
South Texas Money Management
Texas
$2.88M -$631K -36,325 -18%
1 2
3
4 5