Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
66 hedge funds and large institutions have $308M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more capital invested
Capital invested by funds: $242M → $308M (+$66.1M)
8% more funds holding
Funds holding: 61 → 66 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$7.62M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$7.28M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$6.89M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CEMP
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
-$2.87M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$892K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$789K |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$356K |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$313K |
PRFZ Hedge Fund Activity: Q3 2013 in Review
66 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2013, worth a combined $308M — up 27% from $242M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PRFZ positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was ACG Wealth, opening a new position worth an estimated $7.62M. The largest seller was Compass Efficient Model Portfolios, cutting an estimated $2.87M.
- 66 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2013, up from 61 in Q2 2013.
- Funds reported $308M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2013, up 27% quarter-over-quarter.
- 11 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2013 and 6 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2013 was ACG Wealth, an estimated $7.62M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2013 was Compass Efficient Model Portfolios, an estimated $2.87M sold.
Based on aggregated 13F filings for Q3 2013.