Invesco FTSE RAFI US 1000 ETF
298 hedge funds and large institutions have $3.62B invested in Invesco FTSE RAFI US 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 23 closing their positions.
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
1% more funds holding
Funds holding: 295 → 298 (+3)
0.02% more ownership
Funds ownership: 67.83% → 67.85% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
28% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 116
54% less capital inflows, than outflows
Capital inflows: $128M | Capital outflows: $279M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.1M |
| 2 |
Trilogy Capital
Irvine,
California
|
+$11.4M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.8M |
| 4 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$8.81M |
| 5 |
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
+$6.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS Investments
Duluth,
Georgia
|
-$97.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$49.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.4M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$10.5M |
PRF Hedge Fund Activity: Q3 2019 in Review
298 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2019, worth a combined $3.62B — down 3% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PRF positions and 23 closed out — a net gain of 4 holders — while 83 added to existing stakes and 116 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12.1M. The largest seller was PFS Investments, exiting entirely with an estimated $97.6M sold.
- 298 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2019, up from 295 in Q2 2019.
- Funds reported $3.62B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2019, down 3% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2019 and 23 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $12.1M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2019 was PFS Investments, an estimated $97.6M sold.
Based on aggregated 13F filings for Q3 2019.