PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

222 hedge funds and large institutions have $2.72B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
5.54%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
28
Increased
70
Reduced
78
Closed
10
Calls
$868K
Puts
$1.09M
Net Calls
-$226K
Net Calls Change
-$21K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$59.6M
2
LPL Financial
2
LPL Financial
California
$118M
3
Ameriprise
3
Ameriprise
Minnesota
$94.9M
4
TA
4
Tiedemann Advisors
New York
$25.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$231M
2
GC
2
Grimes & Company
Massachusetts
$31.3M
3
FWM
3
FFT Wealth Management
Pennsylvania
$12.2M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
SMA
5
Simply Money Advisors
Ohio
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$335M -$15.3M -739,600 -4%
Invesco
2
Invesco
Georgia
$231M -$20.4M -984,405 -8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$201M +$2.41M +116,745 +1%
USAA
4
United Services Automobile Association
Texas
$146M -$1.58M -76,500 -1%
LPL Financial
5
LPL Financial
California
$118M +$13.9M +671,335 +13%
CFA
6
Carroll Financial Associates
North Carolina
$113M +$1.74M +84,295 +2%
CSIA
7
Charles Schwab Investment Advisory
California
$104M -$1.91M -92,230 -2%
Ameriprise
8
Ameriprise
Minnesota
$94.9M +$9.02M +436,320 +11%
CC
9
Callan Capital
California
$66.6M +$2.86M +138,290 +4%
Morgan Stanley
10
Morgan Stanley
New York
$66.5M +$2.73M +131,885 +4%
CIA
11
Choate Investment Advisors
Massachusetts
$64M -$264K -12,790 -0.4%
MML Investors Services
12
MML Investors Services
Massachusetts
$59.6M +$59.6M +2,884,310 New
CAN
13
Cetera Advisor Networks
California
$54.7M -$1.53M -73,785 -3%
BWM
14
Baystate Wealth Management
Massachusetts
$48.4M +$2.13M +101,775 +5%
UBS Group
15
UBS Group
Switzerland
$45.5M -$3.37M -163,090 -7%
KL
16
Kinsight LLC
Alabama
$39.2M -$1.54M -74,270 -4%
AIA
17
Arbor Investment Advisors
North Carolina
$37.6M +$900K +43,555 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.4M +$1.44M +69,715 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.8M -$3.18M -153,880 -8%
GC
20
Grimes & Company
Massachusetts
$31.3M -$15.9M -768,300 -34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$29.1M -$2.09M -100,910 -7%
SMA
22
Simply Money Advisors
Ohio
$28.3M -$12.9M -623,075 -31%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$28.1M -$3.11M -150,200 -10%
TA
24
Tiedemann Advisors
New York
$25.7M +$7.91M +382,460 +44%
RVPG
25
Relative Value Partners Group
$25.3M -$821K -39,725 -3%
1
2 3 4 5