Invesco FTSE RAFI US 1000 ETF
185 hedge funds and large institutions have $2.3B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 9 closing their positions.
0% more capital invested
Capital invested by funds: $2.29B → $2.3B (+$7.44M)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 187 → 185 (-2)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
4.93% less ownership
Funds ownership: 273.17% → 268.24% (-4.9%)
15% less call options, than puts
Call options by funds: $309K | Put options by funds: $365K
16% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$35.7M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$11.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.45M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.92M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$25.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$22.4M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.69M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$7.02M |
PRF Hedge Fund Activity: Q3 2016 in Review
185 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2016, worth a combined $2.3B — up 0.33% from $2.29B a quarter earlier.
Fund positioning in PRF was balanced in Q3 2016: 9 funds opened new positions, 9 closed out, 66 added to existing stakes and 79 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $35.7M. The largest seller was Invesco, cutting an estimated $25.6M.
- 185 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2016, down from 187 in Q2 2016.
- Funds reported $2.3B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2016, up 0.33% quarter-over-quarter.
- 9 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2016 and 9 closed out, a net change of 0 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2016 was Cetera Advisor Networks, an estimated $35.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2016 was Invesco, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2016.