Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
83 hedge funds and large institutions have $424M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 10 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $377M → $424M (+$46.5M)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less funds holding
Funds holding: 84 → 83 (-1)
Top Buyers
| 1 |
Mariner
Overland Park,
Kansas
|
+$9.94M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.34M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$5.79M |
| 4 |
Morgan Stanley
New York
|
+$4.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.12M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.89M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.38M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.29M |
| 4 |
JP Morgan Chase
New York
|
-$732K |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$645K |
PRFZ Hedge Fund Activity: Q1 2014 in Review
83 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2014, worth a combined $424M — up 12% from $377M a quarter earlier.
Fund positioning in PRFZ was balanced in Q1 2014: 10 funds opened new positions, 10 closed out, 34 added to existing stakes and 24 trimmed.
The largest buyer was Mariner, adding an estimated $9.94M. The largest seller was Royal Bank of Canada, cutting an estimated $4.89M.
- 83 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2014, down from 84 in Q4 2013.
- Funds reported $424M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 10 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2014 and 10 closed out, a net change of 0 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2014 was Mariner, an estimated $9.94M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2014.