Invesco FTSE RAFI US 1000 ETF
255 hedge funds and large institutions have $2.67B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 26 closing their positions.
271% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $419K
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
2% less funds holding
Funds holding: 261 → 255 (-6)
10% less capital invested
Capital invested by funds: $2.98B → $2.67B (-$309M)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
18% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 89
33.59% less ownership
Funds ownership: 293.2% → 259.61% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$26.7M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$19.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$14.7M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$12.9M |
| 5 |
RCA
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$208M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$139M |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$29.1M |
| 4 |
GA
Geller Advisors
New York
|
-$23.2M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$15.7M |
PRF Hedge Fund Activity: Q2 2018 in Review
255 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q2 2018, worth a combined $2.67B — down 10% from $2.98B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PRF and 24 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 73 added.
The largest buyer was Baystate Wealth Management, adding an estimated $26.7M. The largest seller was Bank of America, cutting an estimated $208M.
- 255 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q2 2018, down from 261 in Q1 2018.
- Funds reported $2.67B of Invesco FTSE RAFI US 1000 ETF stock for Q2 2018, down 10% quarter-over-quarter.
- 24 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q2 2018 and 26 closed out, a net change of -2 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q2 2018 was Baystate Wealth Management, an estimated $26.7M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q2 2018 was Bank of America, an estimated $208M sold.
Based on aggregated 13F filings for Q2 2018.