PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Overview Fund Activity

299 hedge funds and large institutions have $3.52B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 119 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
6.48%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.56%
New
29
Increased
81
Reduced
119
Closed
17
Calls
$317K
Puts
$351K
Net Calls
-$34K
Net Calls Change
-$34K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$292M
2
LPL Financial
LPL Financial
California
$181M
3
PI
PFS Investments
Georgia
$90.5M
4
PAG
Private Advisor Group
New Jersey
$7.66M
5
RA
RFG Advisory
Alabama
$14.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$10.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
3
Morgan Stanley
Morgan Stanley
New York
$58.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$214M
5
AWA
Arete Wealth Advisors
Illinois
$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$540M -$901K -39,730 -0.2%
Bank of America
2
Bank of America
North Carolina
$292M +$20.2M +889,295 +7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$214M -$8.19M -361,030 -4%
Invesco
4
Invesco
Georgia
$200M -$2.48M -109,235 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$183M -$8.87M -391,380 -5%
LPL Financial
6
LPL Financial
California
$181M +$11.3M +498,990 +7%
Ameriprise
7
Ameriprise
Minnesota
$176M +$2.9M +128,240 +2%
USAA
8
United Services Automobile Association
Texas
$105M – – –
CFA
9
Carroll Financial Associates
North Carolina
$101M -$5.98M -263,860 -6%
BWM
10
Baystate Wealth Management
Massachusetts
$100M +$3.69M +157,640 +4%
PI
11
PFS Investments
Georgia
$90.5M +$11.1M +487,905 +14%
WA
12
Waverly Advisors
Alabama
$71.5M +$2M +88,300 +3%
CC
13
Callan Capital
California
$67.9M -$3.27M -144,275 -5%
Morgan Stanley
14
Morgan Stanley
New York
$58.3M -$8.43M -371,605 -13%
AF
15
Allworth Financial
California
$52.6M +$1.24M +54,800 +2%
AIA
16
Arbor Investment Advisors
North Carolina
$49.4M +$2.47M +109,120 +5%
CAN
17
Cetera Advisor Networks
California
$43.8M -$3.76M -165,925 -8%
UBS Group
18
UBS Group
Switzerland
$40.9M +$1.35M +59,655 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36.7M +$320K +14,110 +0.9%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$32.1M +$1.38M +61,015 +5%
ME
21
McIlrath & Eck
Washington
$30.3M +$1.1M +48,425 +4%
DADC
22
D.A. Davidson & Co
Montana
$30.1M +$734K +32,375 +3%
GC
23
Grimes & Company
Massachusetts
$29.1M -$711K -31,355 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$28.9M -$4.95M -218,220 -15%
RJA
25
Raymond James & Associates
Florida
$28M -$218K -9,620 -0.8%
1
2 3 4 5