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Invesco FTSE RAFI US 1000 ETF

295 hedge funds and large institutions have $3.72B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.98% more ownership

Funds ownership: 327.16%339.14% (+12%)

5% more capital invested

Capital invested by funds: $3.53B → $3.72B (+$194M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

2% less funds holding

Funds holding: 300295 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

17% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 107

Holders
295
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.41%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.56%
New
26
Increased
89
Reduced
107
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
126
Plante Moran Financial Advisors
Michigan
$1.01M -$6.9K -300 -0.7%
PWM
127
Paulson Wealth Management
Illinois
$1M
BO
128
BRR OpCo
Ohio
$994K +$221K +9,610 +29%
ACG
129
Allen Capital Group
Nebraska
$984K +$3.1K +135 +0.3%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$976K +$808K +35,140 +523%
WG
131
Welch Group
Alabama
$969K -$89.7K -3,900 -7%
PWM
132
Perigon Wealth Management
California
$940K -$122K -5,325 -12%
BSW
133
Buckingham Strategic Wealth
Missouri
$934K +$247K +10,755 +37%
Deutsche Bank
134
Deutsche Bank
Germany
$923K -$49.8K -2,165 -5%
Cerity Partners
135
Cerity Partners
New York
$913K +$901K +39,160 New
CA
136
Cetera Advisors
Colorado
$884K +$44.4K +1,930 +5%
GEA
137
Glen Eagle Advisors
New Jersey
$883K +$621K +26,980 +248%
HA
138
Harborview Advisors
Maine
$875K -$39.6K -1,720 -4%
FNBT
139
FineMark National Bank & Trust
Florida
$863K
ACA
140
Atlas Capital Advisors
Wyoming
$847K +$835K +36,315 New
BFC
141
Blue Fin Capital
Rhode Island
$844K -$37.6K -1,635 -4%
IWM
142
IHT Wealth Management
Illinois
$841K -$68.5K -2,980 -8%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$840K
WWM
144
Windsor Wealth Management
Indiana
$829K
William Blair & Company
145
William Blair & Company
Illinois
$811K -$328K -14,240 -29%
EWM
146
Evercore Wealth Management
New York
$788K -$155K -6,755 -17%
AC
147
Alexandria Capital
Virginia
$788K -$29.1K -1,265 -4%
Creative Planning
148
Creative Planning
Kansas
$783K +$122K +5,290 +19%
ECM
149
ETrade Capital Management
Virginia
$715K +$114K +4,945 +19%
SPC
150
Sigma Planning Corp
Michigan
$710K -$57.7K -2,510 -8%

PRF Hedge Fund Activity: Q2 2019 in Review

295 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2019, worth a combined $3.72B — up 5.5% from $3.53B a quarter earlier.

Fund positioning in PRF was balanced in Q2 2019: 26 funds opened new positions, 26 closed out, 89 added to existing stakes and 107 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $99M. The largest seller was Invesco, cutting an estimated $19.5M.

  • 295 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2019, down from 300 in Q1 2019.
  • Funds reported $3.72B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 26 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2019 and 26 closed out, a net change of 0 holders.
  • The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2019 was Victory Capital Management, an estimated $99M added.
  • The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2019 was Invesco, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2019.