Invesco FTSE RAFI US 1000 ETF
227 hedge funds and large institutions have $2.72B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
18% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $1.08M
2% more funds holding
Funds holding: 223 → 227 (+4)
0% less capital invested
Capital invested by funds: $2.72B → $2.72B (-$6.55M)
6% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 79
7.76% less ownership
Funds ownership: 279.8% → 272.04% (-7.8%)
10% less funds holding in top 10
Funds holding in top 10: 31 → 28 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$28.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$18.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.67M |
| 4 |
RVPG
Relative Value Partners Group
|
+$4.77M |
| 5 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$42.7M |
| 3 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$12.2M |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$10.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.88M |
PRF Hedge Fund Activity: Q3 2017 in Review
227 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2017, worth a combined $2.72B — down 0.24% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PRF positions and 14 closed out — a net gain of 8 holders — while 74 added to existing stakes and 79 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $28.2M. The largest seller was Bank of America, cutting an estimated $44.2M.
- 227 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2017, up from 223 in Q2 2017.
- Funds reported $2.72B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2017, down 0.24% quarter-over-quarter.
- 22 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2017 and 14 closed out, a net change of +8 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2017 was Waverly Advisors, an estimated $28.2M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2017 was Bank of America, an estimated $44.2M sold.
Based on aggregated 13F filings for Q3 2017.