Invesco FTSE RAFI US 1000 ETF
288 hedge funds and large institutions have $3.21B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 21 closing their positions.
148% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 21
44.07% more ownership
Funds ownership: 289.83% → 333.9% (+44%)
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
11% more funds holding
Funds holding: 260 → 288 (+28)
3% more capital invested
Capital invested by funds: $3.1B → $3.21B (+$106M)
9% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$347M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$155M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$46.6M |
| 4 |
Goldman Sachs
New York
|
+$28.9M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$26.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$25.5M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$24.8M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$14.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
PRF Hedge Fund Activity: Q4 2018 in Review
288 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2018, worth a combined $3.21B — up 3.4% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new PRF positions and 21 closed out — a net gain of 31 holders — while 82 added to existing stakes and 90 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $347M. The largest seller was Carroll Financial Associates, cutting an estimated $26.6M.
- 288 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2018, up from 260 in Q3 2018.
- Funds reported $3.21B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2018, up 3.4% quarter-over-quarter.
- 52 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2018 and 21 closed out, a net change of +31 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $347M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2018 was Carroll Financial Associates, an estimated $26.6M sold.
Based on aggregated 13F filings for Q4 2018.