PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

203 hedge funds and large institutions have $2.43B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
5.08%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
30
Increased
75
Reduced
55
Closed
8
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$412K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$65.1M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$106M
4
JFA
4
JNBA Financial Advisors
Minnesota
$6.8M
5
USAA
5
United Services Automobile Association
Texas
$142M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$55.9M
2
UBS Group
2
UBS Group
Switzerland
$49.6M
3
SMA
3
Simply Money Advisors
Ohio
$39.4M
4
LPT
4
Legacy Private Trust
Wisconsin
$32.9M
5
RCM
5
Rivernorth Capital Management
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$275M +$17.2M +863,925 +7%
Invesco
2
Invesco
Georgia
$240M -$6.77M -339,990 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$188M +$1.47M +73,835 +0.8%
USAA
4
United Services Automobile Association
Texas
$142M +$5.94M +298,450 +4%
CSIA
5
Charles Schwab Investment Advisory
California
$106M +$9.51M +477,735 +10%
CFA
6
Carroll Financial Associates
North Carolina
$102M +$4.49M +225,640 +5%
Ameriprise
7
Ameriprise
Minnesota
$69.8M -$5.54M -277,890 -7%
LPL Financial
8
LPL Financial
California
$65.1M +$33M +1,645,125 +103%
CIA
9
Choate Investment Advisors
Massachusetts
$63M -$1.86M -93,640 -3%
Morgan Stanley
10
Morgan Stanley
New York
$58.2M +$3.11M +156,195 +6%
CC
11
Callan Capital
California
$56.4M +$1.07M +53,790 +2%
CAN
12
Cetera Advisor Networks
California
$55.9M -$34.7M -1,740,730 -38%
GC
13
Grimes & Company
Massachusetts
$49.6M +$287K +14,430 +0.6%
UBS Group
14
UBS Group
Switzerland
$49.6M -$34.6M -1,736,125 -41%
KL
15
Kinsight LLC
Alabama
$44.1M -$463K -23,245 -1%
BWM
16
Baystate Wealth Management
Massachusetts
$42M +$1.75M +86,360 +4%
SMA
17
Simply Money Advisors
Ohio
$39.4M -$12.4M -624,010 -24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$38.7M +$114K +5,725 +0.3%
AIA
19
Arbor Investment Advisors
North Carolina
$35.8M -$3.27M -164,395 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$33.9M +$118K +5,940 +0.4%
LPT
21
Legacy Private Trust
Wisconsin
$32.9M -$8.62M -432,830 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.1M +$3.81M +191,450 +14%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$28.6M -$1.45M -72,795 -5%
Wells Fargo
24
Wells Fargo
California
$21.1M +$1.2M +60,100 +6%
GA
25
Geller Advisors
New York
$20.4M +$117K +5,855 +0.6%
1
2 3 4 5