Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
PRFZ
123 hedge funds and large institutions have $841M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
9
Increased
51
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EC
1
Estate Counselors
Thiensville,
Wisconsin
|
$10.4M |
| 2 |
WA
2
Waverly Advisors
Birmingham,
Alabama
|
$9.64M |
| 3 |
MWM
3
Merriman Wealth Management
Seattle,
Washington
|
$5.56M |
| 4 |
4
Morgan Stanley
New York
|
$38.5M |
| 5 |
5
Mariner
Overland Park,
Kansas
|
$49.3M |
Top Sellers
| 1 |
1
Invesco
Atlanta,
Georgia
|
$117M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$0 |
| 3 |
LPT
3
Legacy Private Trust
Neenah,
Wisconsin
|
$32.6M |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$33.9M |
| 5 |
5
US Bancorp
Minneapolis,
Minnesota
|
$3.68M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WP
126
WealthSource Partners
San Luis Obispo,
California
| – | -$245K | -10,370 | Closed |
|
|
LNC
127
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$207K | -8,755 | Closed |
|
128
JPMorgan Chase & Co
New York
| – | -$47K | -2,000 | Closed |
|
|
VWA
129
V Wealth Advisors
Overland Park,
Kansas
| – | -$4K | -185 | Closed |
|
|
SF
130
Synovus Financial
Columbus,
Georgia
| – | -$4K | -165 | Closed |
|
|
NFG
131
Next Financial Group
Houston,
Texas
| – | -$1K | -60 | Closed |
|
|
GRP
132
Global Retirement Partners
San Rafael,
California
| – | -$1K | -50 | Closed |
|