PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

84 hedge funds and large institutions have $377M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
2.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
21
Increased
35
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
Wells Fargo
2
Wells Fargo
California
$31.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.4M
4
Mariner
4
Mariner
Kansas
$7.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.2M
3
OC
3
Oppenheimer & Co
New York
$0
4
Citigroup
4
Citigroup
New York
$74K
5
PI
5
Placemark Investments
Illinois
$880K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Albion Financial Group
Utah
$2.33M – – –
MFP
27
Mosaic Financial Partners
California
$2.28M -$45.5K -2,330 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.04M +$32K +1,635 +2%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.69M -$144K -7,375 -8%
MMLI
30
Massachusetts Mutual Life Insurance
Massachusetts
$1.48M +$1.48M +75,610 New
PAG
31
Private Advisor Group
New Jersey
$1.45M +$1.45M +73,920 New
AIA
32
Arbor Investment Advisors
North Carolina
$1.26M +$370K +18,935 +42%
PO
33
Private Ocean
California
$954K +$954K +48,785 New
PI
34
Placemark Investments
Illinois
$880K -$166K -8,495 -16%
NPC
35
National Planning Corporation
California
$845K +$845K +43,430 New
SI
36
SII Investments
Wisconsin
$799K +$799K +40,865 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$736K +$149K +7,635 +25%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$732K +$732K +37,475 New
MFS
39
MSI Financial Services
Massachusetts
$703K +$276K +14,135 +65%
CA
40
Cetera Advisors
Colorado
$702K -$45K -2,300 -6%
Brown Advisory
41
Brown Advisory
Maryland
$632K – – –
TT
42
Tower Trust
Indiana
$622K – – –
US Bancorp
43
US Bancorp
Minnesota
$607K +$62.1K +3,175 +11%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$547K +$547K +27,990 New
MCC
45
Mid Continent Capital
Illinois
$523K -$2.93K -150 -0.6%
CPO
46
Cerity Partners OCIO
New York
$510K -$36.9K -1,885 -7%
CWM
47
Concert Wealth Management
California
$491K – – –
EWM
48
Evercore Wealth Management
New York
$473K – – –
CWA
49
Convergent Wealth Advisors
Maryland
$450K – – –
MHS
50
M Holdings Securities
Oregon
$428K +$428K +21,885 New
1
2
3 4