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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
WP
151
WealthPLAN Partners
Nebraska
$630K +$28.6K +1,295 +5%
FCMT
152
Founders Capital Management (Texas)
Texas
$624K
IA
153
IFG Advisory
Georgia
$613K -$284K -12,850 -33%
GRP
154
Global Retirement Partners
California
$602K -$46.8K -2,120 -7%
CFS
155
Cannon Financial Strategists
Georgia
$600K +$584K +26,470 New
LRIA
156
Leonard Rickey Investment Advisors
Washington
$587K -$76.4K -3,460 -12%
ECM
157
ETrade Capital Management
Virginia
$583K -$77.6K -3,515 -12%
AIA
158
AIMZ Investment Advisors
California
$567K
APSP
159
Asset Planning Services (Pennsylvania)
Pennsylvania
$562K +$2.1K +95 +0.4%
Citadel Advisors
160
Citadel Advisors
Florida
$538K -$2.47M -111,845 -83%
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$524K
SFS
162
Sowell Financial Services
Arkansas
$502K
PA
163
Pinnacle Associates
New York
$494K -$3.77M -170,725 -89%
IWC
164
Integrated Wealth Concepts
Massachusetts
$490K +$40.5K +1,835 +9%
PCG
165
Private Capital Group
Connecticut
$475K -$111K -5,015 -19%
SFA
166
Sequoia Financial Advisors
Ohio
$461K +$99.5K +4,510 +29%
CAM
167
Cidel Asset Management
Ontario, Canada
$459K -$252K -11,435 -36%
VAG
168
VisionPoint Advisory Group
Texas
$459K -$12.4K -560 -3%
IDA
169
Intelligence Driven Advisers
California
$459K +$87.6K +3,970 +24%
AWA
170
Arete Wealth Advisors
Illinois
$450K -$6.67M -302,250 -94%
SWM
171
SVA Wealth Management
Wisconsin
$446K +$88.3K +4,000 +25%
WB
172
Webster Bank
Connecticut
$437K -$2.98K -135 -0.7%
JCM
173
Jacobi Capital Management
Pennsylvania
$434K +$48K +2,175 +13%
PP
174
Prudential plc
United Kingdom
$431K +$22.1K +1,000 +6%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$422K +$378K +17,120 +1,134%

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.