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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
PRFZ
103 hedge funds and large institutions have $537M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
6% more funds holding
Funds holding: 97 → 103 (+6)
5% more capital invested
Capital invested by funds: $511M → $537M (+$25.8M)
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.38%
New
16
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$10.7M |
| 2 |
Morgan Stanley
New York
|
+$6.95M |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$4.93M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$4.66M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.94M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
101
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$2.7M | -129,805 | Closed |
|
102
Goldman Sachs
New York
| – | -$446K | -21,450 | Closed |
|
|
PFS
103
Prospera Financial Services
Dallas,
Texas
| – | -$210K | -10,120 | Closed |
|
|
SWM
104
SVA Wealth Management
Madison,
Wisconsin
| – | -$200K | -9,630 | Closed |
|
|
IP
105
Investment Partners
New Philadelphia,
Ohio
| – | -$64K | -3,060 | Closed |
|
|
BBHC
106
Brown Brothers Harriman & Co
New York
| – | -$55K | -2,625 | Closed |
|
|
HNB
107
Huntington National Bank
Columbus,
Ohio
| – | -$45K | -2,160 | Closed |
|
108
Creative Planning
Overland Park,
Kansas
| – | -$28K | -1,370 | Closed |
|
|
BCMIO
109
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$1K | -65 | Closed |
|
|
QCG
110
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$525 | +25 | New |
|