Invesco FTSE RAFI US 1000 ETF
131 hedge funds and large institutions have $1.41B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 11 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 24
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $1.26B → $1.41B (+$148M)
2% more funds holding
Funds holding: 129 → 131 (+2)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
5.2% less ownership
Funds ownership: 221.34% → 216.15% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
| 2 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
+$13.9M |
| 3 |
Goldman Sachs
New York
|
+$11.1M |
| 4 |
Morgan Stanley
New York
|
+$8.4M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$20.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.97M |
| 4 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$1.52M |
| 5 |
WG
Welch Group
Birmingham,
Alabama
|
-$990K |
PRF Hedge Fund Activity: Q1 2014 in Review
131 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q1 2014, worth a combined $1.41B — up 12% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PRF positions and 11 closed out — a net gain of 5 holders — while 69 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $21.6M. The largest seller was Invesco, cutting an estimated $20.6M.
- 131 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q1 2014, up from 129 in Q4 2013.
- Funds reported $1.41B of Invesco FTSE RAFI US 1000 ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 16 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q1 2014 and 11 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q1 2014 was Bank of America, an estimated $21.6M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q1 2014 was Invesco, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2014.