Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
187 hedge funds and large institutions have $1.1B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
7% more funds holding
Funds holding: 174 → 187 (+13)
5% more capital invested
Capital invested by funds: $1.05B → $1.1B (+$50.2M)
10.44% less ownership
Funds ownership: 298.94% → 288.49% (-10%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
35% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.13M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.03M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$60.6M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$33.7M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$8.85M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.89M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.98M |
PRFZ Hedge Fund Activity: Q1 2021 in Review
187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2021, worth a combined $1.1B — up 4.8% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PRFZ positions and 13 closed out — a net gain of 18 holders — while 42 added to existing stakes and 65 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.13M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $60.6M.
- 187 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2021, up from 174 in Q4 2020.
- Funds reported $1.1B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
- 31 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2021 and 13 closed out, a net change of +18 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2021 was Osaic Holdings, an estimated $5.13M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2021 was Charles Schwab Investment Advisory, an estimated $60.6M sold.
Based on aggregated 13F filings for Q1 2021.