PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

185 hedge funds and large institutions have $2.15B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
4.94%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
14
Increased
70
Reduced
70
Closed
25
Calls
–
Puts
$180K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.7M
2
CIA
2
Choate Investment Advisors
Massachusetts
$56.1M
3
RVPG
3
Relative Value Partners Group
$16.2M
4
Ameriprise
4
Ameriprise
Minnesota
$54.5M
5
CFA
5
Carroll Financial Associates
North Carolina
$64.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$156M
2
SMG
2
Spectrum Management Group
Indiana
$2.77M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
RJT
4
Raymond James Trust
Florida
$298K
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
76
Spectrum Management Group
Indiana
$2.77M -$25M -1,415,450 -90%
STMM
77
South Texas Money Management
Texas
$2.69M -$226K -12,835 -8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.69M -$122K -6,910 -4%
TRCT
79
Tower Research Capital (TRC)
New York
$2.66M +$736K +41,725 +38%
SIAS
80
Shine Investment Advisory Services
Colorado
$2.61M -$178K -10,085 -6%
FA
81
FDx Advisors
Illinois
$2.58M -$254K -14,405 -9%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$2.48M -$439K -24,960 -15%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$2.33M +$541K +30,695 +30%
BTS
84
BB&T Securities
Virginia
$2.3M +$34.2K +1,940 +2%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$2.17M -$7.14K -405 -0.3%
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$2.13M -$92.6K -5,255 -4%
Jane Street
87
Jane Street
New York
$2.1M -$5.21M -295,300 -71%
VWA
88
V Wealth Advisors
Kansas
$2.1M +$2.1M +119,000 New
MHS
89
M Holdings Securities
Oregon
$1.77M +$13.8K +785 +0.8%
CIC
90
Cutler Investment Counsel
Oregon
$1.72M +$367K +20,810 +27%
VNA
91
Valley National Advisers
Pennsylvania
$1.63M -$92.6K -5,250 -5%
Goldman Sachs
92
Goldman Sachs
New York
$1.6M -$564K -31,995 -26%
EFS
93
Essex Financial Services
Connecticut
$1.52M -$533K -30,200 -26%
WA1
94
Wimmer Associates 1
California
$1.47M +$604K +34,250 +70%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$1.47M +$110K +6,245 +8%
MFS
96
McNamara Financial Services
Massachusetts
$1.4M +$1.4M +79,370 New
AC
97
Alexandria Capital
Virginia
$1.35M -$98.2K -5,570 -7%
WB
98
Webster Bank
Connecticut
$1.35M -$412K -23,375 -23%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M -$598K -33,950 -32%
RDM
100
Retirement Design & Management
Connecticut
$1.27M -$418K -23,725 -25%
2 3
4
5 6