PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

261 hedge funds and large institutions have $2.97B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
5.99%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
24
Increased
85
Reduced
89
Closed
18
Calls
$1.01M
Puts
$419K
Net Calls
+$595K
Net Calls Change
+$936K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$39.8M
3
Ameriprise
Ameriprise
Minnesota
$140M
4
PI
PFS Investments
Georgia
$47.9M
5
WA
Waverly Advisors
Alabama
$87.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$284M
2
Invesco
Invesco
Georgia
$227M
3
CIA
Choate Investment Advisors
Massachusetts
$38.7M
4
AA
Ancora Advisors
Ohio
$15.3M
5
BPB
Badgley, Phelps & Bell
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$284M -$49.5M -2,247,335 -15%
Invesco
2
Invesco
Georgia
$227M -$25.7M -1,164,560 -10%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$214M -$1.04M -47,150 -0.5%
CSIA
4
Charles Schwab Investment Advisory
California
$180M +$74.2M +3,367,015 +70%
LPL Financial
5
LPL Financial
California
$155M +$9.24M +419,130 +6%
Ameriprise
6
Ameriprise
Minnesota
$140M +$22.6M +1,025,700 +19%
USAA
7
United Services Automobile Association
Texas
$139M -$282K -12,800 -0.2%
CFA
8
Carroll Financial Associates
North Carolina
$132M +$4.95M +224,665 +4%
WA
9
Waverly Advisors
Alabama
$87.6M +$9.64M +437,390 +12%
CC
10
Callan Capital
California
$69.3M +$96K +4,355 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$63.3M -$6.52M -295,955 -9%
BWM
12
Baystate Wealth Management
Massachusetts
$57.8M +$1.51M +67,500 +3%
CAN
13
Cetera Advisor Networks
California
$56.3M -$1.54M -69,695 -3%
PI
14
PFS Investments
Georgia
$47.9M +$13.7M +616,195 +40%
AIA
15
Arbor Investment Advisors
North Carolina
$47.2M +$3.55M +161,150 +8%
UBS Group
16
UBS Group
Switzerland
$46.3M -$2.79M -126,430 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$40.4M +$248K +11,245 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$39.8M +$39.8M +1,807,700 New
CIA
19
Choate Investment Advisors
Massachusetts
$38.7M -$21.1M -958,135 -35%
Wells Fargo
20
Wells Fargo
California
$33.5M +$2.73M +123,775 +9%
GC
21
Grimes & Company
Massachusetts
$31.7M -$593K -26,890 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$29.6M +$1.38M +62,785 +5%
TA
23
Tiedemann Advisors
New York
$28.1M +$3.37M +153,085 +14%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$27.7M -$1.31M -59,400 -5%
RJA
25
Raymond James & Associates
Florida
$27.5M +$1.22M +55,480 +5%
1
2 3 4 5