Invesco FTSE RAFI US 1000 ETF
146 hedge funds and large institutions have $1.8B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
69% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 39
6% more capital invested
Capital invested by funds: $1.7B → $1.8B (+$101M)
5% more funds holding
Funds holding: 139 → 146 (+7)
0.24% less ownership
Funds ownership: 231.76% → 231.52% (-0.24%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.3M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$23.7M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$12.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.7M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$6.48M |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$4.9M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4.43M |
| 5 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$2.61M |
PRF Hedge Fund Activity: Q3 2014 in Review
146 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2014, worth a combined $1.8B — up 5.9% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PRF positions and 6 closed out — a net gain of 7 holders — while 66 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.3M. The largest seller was LPL Financial, cutting an estimated $17.7M.
- 146 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2014, up from 139 in Q2 2014.
- Funds reported $1.8B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2014, up 5.9% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2014 and 6 closed out, a net change of +7 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2014 was Morgan Stanley, an estimated $46.3M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2014 was LPL Financial, an estimated $17.7M sold.
Based on aggregated 13F filings for Q3 2014.