PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

185 hedge funds and large institutions have $2.15B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
4.94%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
14
Increased
70
Reduced
70
Closed
25
Calls
–
Puts
$180K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.7M
2
CIA
2
Choate Investment Advisors
Massachusetts
$56.1M
3
RVPG
3
Relative Value Partners Group
$16.2M
4
Ameriprise
4
Ameriprise
Minnesota
$54.5M
5
CFA
5
Carroll Financial Associates
North Carolina
$64.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$156M
2
SMG
2
Spectrum Management Group
Indiana
$2.77M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
RJT
4
Raymond James Trust
Florida
$298K
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$241M -$13.2M -746,720 -5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M -$4.1M -232,360 -2%
Invesco
3
Invesco
Georgia
$156M -$73.3M -4,158,605 -32%
USAA
4
United Services Automobile Association
Texas
$101M -$3.77M -213,650 -4%
CSIA
5
Charles Schwab Investment Advisory
California
$86.7M +$34.6M +1,962,195 +66%
UBS Group
6
UBS Group
Switzerland
$71M +$1.27M +72,100 +2%
CFA
7
Carroll Financial Associates
North Carolina
$64.3M +$9.18M +520,440 +17%
Morgan Stanley
8
Morgan Stanley
New York
$56.9M -$6.23M -353,195 -10%
CIA
9
Choate Investment Advisors
Massachusetts
$56.1M +$31.3M +1,776,975 +126%
LPL Financial
10
LPL Financial
California
$55.9M -$1.51M -87,055 -3%
SMA
11
Simply Money Advisors
Ohio
$55.2M -$7.26M -412,010 -12%
Ameriprise
12
Ameriprise
Minnesota
$54.5M +$12.7M +720,790 +30%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$50.9M +$670K +38,025 +1%
Wells Fargo
14
Wells Fargo
California
$49.6M -$1.25M -71,035 -2%
CC
15
Callan Capital
California
$48.7M +$1.77M +100,415 +4%
GC
16
Grimes & Company
Massachusetts
$46.8M +$240K +13,605 +0.5%
CAN
17
Cetera Advisor Networks
California
$42.6M +$2.86M +162,115 +7%
KL
18
Kinsight LLC
Alabama
$38.4M +$4.06M +230,200 +12%
BWM
19
Baystate Wealth Management
Massachusetts
$34.8M +$4.37M +248,135 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$32.7M +$4.32M +244,815 +15%
AIA
21
Arbor Investment Advisors
North Carolina
$32.5M -$409K -23,175 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$30.4M +$464K +26,305 +2%
LPT
23
Legacy Private Trust
Wisconsin
$29.5M -$440K -24,985 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28.8M -$1.18M -66,720 -4%
WBG
25
Wharton Business Group
Pennsylvania
$22.3M -$53.8K -3,050 -0.2%
1
2 3 4 5