PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

255 hedge funds and large institutions have $2.98B invested in Invesco FTSE RAFI US 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 94 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
5.79%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.68%
New
43
Increased
62
Reduced
94
Closed
13
Calls
$613K
Puts
$954K
Net Calls
-$341K
Net Calls Change
-$534K

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$80.4M
2
Bank of America
2
Bank of America
North Carolina
$344M
3
LPL Financial
3
LPL Financial
California
$150M
4
AA
4
Ancora Advisors
Ohio
$27.7M
5
Ameriprise
5
Ameriprise
Minnesota
$121M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
USAA
2
United Services Automobile Association
Texas
$143M
3
Invesco
3
Invesco
Georgia
$261M
4
CIA
4
Choate Investment Advisors
Massachusetts
$61.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$344M +$23.4M +1,028,570 +7%
Invesco
2
Invesco
Georgia
$261M -$13.1M -578,455 -5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$222M -$119K -5,220 -0.1%
LPL Financial
4
LPL Financial
California
$150M +$16.1M +707,610 +12%
USAA
5
United Services Automobile Association
Texas
$143M -$17.3M -760,000 -11%
CFA
6
Carroll Financial Associates
North Carolina
$131M +$2.28M +100,260 +2%
Ameriprise
7
Ameriprise
Minnesota
$121M +$8.46M +372,415 +8%
CSIA
8
Charles Schwab Investment Advisory
California
$109M -$4.32M -190,225 -4%
WA
9
Waverly Advisors
Alabama
$80.4M +$49.3M +2,171,875 +159%
Morgan Stanley
10
Morgan Stanley
New York
$71.9M -$180K -7,920 -0.2%
CC
11
Callan Capital
California
$71.3M -$793K -34,925 -1%
CIA
12
Choate Investment Advisors
Massachusetts
$61.6M -$9.12M -401,680 -13%
BWM
13
Baystate Wealth Management
Massachusetts
$60.2M +$1.6M +67,085 +3%
CAN
14
Cetera Advisor Networks
California
$59.6M -$474K -20,860 -0.8%
UBS Group
15
UBS Group
Switzerland
$50.6M +$1.28M +56,495 +3%
AIA
16
Arbor Investment Advisors
North Carolina
$45M +$1.66M +72,965 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$41.4M -$136K -5,990 -0.3%
PI
18
PFS Investments
Georgia
$37M +$37M +1,541,130 New
GC
19
Grimes & Company
Massachusetts
$33.3M -$571K -25,155 -2%
RVPG
20
Relative Value Partners Group
$32.5M -$541K -23,815 -2%
Wells Fargo
21
Wells Fargo
California
$31.7M +$441K +19,425 +1%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$29.9M -$917K -40,375 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$29.1M -$3.26M -143,370 -10%
AA
24
Ancora Advisors
Ohio
$27.7M +$11.9M +524,935 +76%
ME
25
McIlrath & Eck
Washington
$27.5M +$27.5M +1,209,040 New
1
2 3 4 5