Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
111 hedge funds and large institutions have $602M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
18% more capital invested
Capital invested by funds: $512M → $602M (+$89.8M)
8% more funds holding
Funds holding: 103 → 111 (+8)
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
+$54.5M |
| 2 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$8.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.83M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.02M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$5.39M |
| 2 |
Morgan Stanley
New York
|
-$3.11M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$2.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.86M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.82M |
PRFZ Hedge Fund Activity: Q4 2015 in Review
111 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2015, worth a combined $602M — up 18% from $512M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PRFZ positions and 3 closed out — a net gain of 10 holders — while 40 added to existing stakes and 38 trimmed.
The largest buyer was Hefren-Tillotson, adding an estimated $54.5M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $5.39M.
- 111 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2015, up from 103 in Q3 2015.
- Funds reported $602M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 13 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2015 and 3 closed out, a net change of +10 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2015 was Hefren-Tillotson, an estimated $54.5M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2015 was Forvis Mazars Wealth Advisors, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2015.