Invesco FTSE RAFI US 1000 ETF
185 hedge funds and large institutions have $2.32B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 15 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 53
9.93% more ownership
Funds ownership: 247.63% → 257.56% (+9.9%)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
4% more capital invested
Capital invested by funds: $2.23B → $2.32B (+$94.4M)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 188 → 185 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$48.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$32.3M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$16.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.9M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$24M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.1M |
| 4 |
Jane Street
New York
|
-$4.77M |
| 5 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$3.93M |
PRF Hedge Fund Activity: Q2 2015 in Review
185 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2015, worth a combined $2.32B — up 4.2% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PRF and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 83 added.
The largest buyer was Grimes & Company, opening a new position worth an estimated $48.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $24.9M.
- 185 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2015, down from 188 in Q1 2015.
- Funds reported $2.32B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2015, up 4.2% quarter-over-quarter.
- 14 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2015 and 15 closed out, a net change of -1 holder.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2015 was Grimes & Company, an estimated $48.3M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2015 was Raymond James Financial Services Advisors, an estimated $24.9M sold.
Based on aggregated 13F filings for Q2 2015.