Invesco FTSE RAFI US 1000 ETF
204 hedge funds and large institutions have $2.44B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
53.19% more ownership
Funds ownership: 0% → 53.19% (+53%)
34% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 56
10% more funds holding
Funds holding: 185 → 204 (+19)
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
5% less capital inflows, than outflows
Capital inflows: $131M | Capital outflows: $138M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $468K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
| 3 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$9.18M |
| 4 |
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$6.56M |
| 5 |
United Services Automobile Association
San Antonio,
Texas
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisor Networks
El Segundo,
California
|
-$33.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$33.4M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$12M |
| 4 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$8.31M |
| 5 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.72M |
PRF Hedge Fund Activity: Q4 2016 in Review
204 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q4 2016, worth a combined $2.44B — up 6.1% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PRF positions and 8 closed out — a net gain of 21 holders — while 75 added to existing stakes and 56 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.6M. The largest seller was Cetera Advisor Networks, cutting an estimated $33.4M.
- 204 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q4 2016, up from 185 in Q3 2016.
- Funds reported $2.44B of Invesco FTSE RAFI US 1000 ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
- 29 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q4 2016 and 8 closed out, a net change of +21 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q4 2016 was LPL Financial, an estimated $31.6M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $33.4M sold.
Based on aggregated 13F filings for Q4 2016.