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Invesco FTSE RAFI US 1000 ETF

300 hedge funds and large institutions have $3.53B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

10% more capital invested

Capital invested by funds: $3.21B → $3.53B (+$317M)

4% more funds holding

Funds holding: 288300 (+12)

10% less call options, than puts

Call options by funds: $317K | Put options by funds: $351K

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

6.73% less ownership

Funds ownership: 333.9%327.16% (-6.7%)

31% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 119

Holders
300
Holders Change
+12
Holders Change %
+4.17%
% of All Funds
6.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.58%
New
29
Increased
82
Reduced
119
Closed
17
Calls
$317K
Puts
$351K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$10.1M -$24.3M -1,102,830 -71%
PFA
52
Pettinga Financial Advisors
Indiana
$9.47M -$1.1M -49,940 -11%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$9.12M -$235K -10,635 -3%
AFA
54
Arlington Financial Advisors
California
$8.1M +$375K +16,975 +5%
PO
55
Private Ocean
California
$7.92M -$969K -43,925 -11%
CS
56
Credit Suisse
Switzerland
$7.78M -$362K -16,405 -5%
AG
57
Advisor Group
Arizona
$7.77M +$241K +10,905 +3%
NCM
58
Novare Capital Management
North Carolina
$7.68M -$444K -20,105 -6%
PAG
59
Private Advisor Group
New Jersey
$7.66M +$7.46M +337,950 New
RC
60
RegentAtlantic Capital
New Jersey
$7.58M -$1.58M -71,645 -18%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$7.39M +$365K +16,525 +5%
RCM
62
Rivernorth Capital Management
Florida
$6.96M
FAAS
63
First Allied Advisory Services
California
$6.06M +$927K +42,015 +19%
US Bancorp
64
US Bancorp
Minnesota
$5.87M -$854K -38,720 -13%
JWA
65
JFS Wealth Advisors
Pennsylvania
$5.72M -$2.07M -93,675 -27%
SIAS
66
Shine Investment Advisory Services
Colorado
$5.62M +$1.15M +52,055 +27%
Mariner
67
Mariner
Kansas
$5.34M +$196K +8,865 +4%
CA
68
Cornerstone Advisory
Maryland
$5.09M -$113K -5,140 -2%
GLA
69
Great Lakes Advisors
Illinois
$4.82M
JFA
70
JNBA Financial Advisors
Minnesota
$4.21M -$211K -9,540 -5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$4.2M +$1.15M +52,005 +39%
SWP
72
Stratos Wealth Partners
Ohio
$4.11M +$153K +6,925 +4%
AI
73
Accredited Investors
Minnesota
$4.04M -$4.19K -190 -0.1%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.93M +$460K +20,850 +14%
WIA
75
World Investment Advisors
California
$3.92M +$143K +6,495 +4%

PRF Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2019, worth a combined $3.53B — up 9.9% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PRF positions and 17 closed out — a net gain of 12 holders — while 82 added to existing stakes and 119 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Goldman Sachs, cutting an estimated $24.3M.

  • 300 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2019, up from 288 in Q4 2018.
  • Funds reported $3.53B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2019, up 9.9% quarter-over-quarter.
  • 29 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2019 was Bank of America, an estimated $19.6M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2019 was Goldman Sachs, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2019.