Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2.61% more ownership
Funds ownership: 259.87% → 262.48% (+2.6%)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
5% more capital invested
Capital invested by funds: $939M → $985M (+$46M)
1% more funds holding
Funds holding: 137 → 138 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.7M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.35M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$5.73M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$26.1M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$9.76M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.65M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$960K |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$909K |
PRFZ Hedge Fund Activity: Q1 2018 in Review
138 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2018, worth a combined $985M — up 4.9% from $939M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PRFZ positions and 17 closed out — a net gain of 1 holder — while 54 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $26.1M.
- 138 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2018, up from 137 in Q4 2017.
- Funds reported $985M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2018, up 4.9% quarter-over-quarter.
- 18 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2018 and 17 closed out, a net change of +1 holder.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2018 was Morgan Stanley, an estimated $31.7M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2018 was Invesco, an estimated $26.1M sold.
Based on aggregated 13F filings for Q1 2018.