Invesco FTSE RAFI US 1000 ETF
130 hedge funds and large institutions have $1.23B invested in Invesco FTSE RAFI US 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
159% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 22
24% more funds holding
Funds holding: 105 → 130 (+25)
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
24% more capital invested
Capital invested by funds: $998M → $1.23B (+$236M)
6.88% more ownership
Funds ownership: 214.87% → 221.76% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 2 |
GA
Geller Advisors
New York
|
+$8.87M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$8.14M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$7.74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
-$9.52M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$9.35M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.27M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$6.25M |
PRF Hedge Fund Activity: Q4 2013 in Review
130 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2013, worth a combined $1.23B — up 24% from $998M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PRF positions and 8 closed out — a net gain of 25 holders — while 57 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $18.4M. The largest seller was Invesco, cutting an estimated $10M.
- 130 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2013, up from 105 in Q3 2013.
- Funds reported $1.23B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2013, up 24% quarter-over-quarter.
- 33 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2013 and 8 closed out, a net change of +25 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2013 was Bank of America, an estimated $18.4M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2013 was Invesco, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2013.