Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
83 hedge funds and large institutions have $408M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 7 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 82 → 83 (+1)
7% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 28
5% less capital invested
Capital invested by funds: $427M → $408M (-$19.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KL
Kinsight LLC
Birmingham,
Alabama
|
+$4.72M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.76M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.67M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.32M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.49M |
| 3 |
AIG
American International Group
New York
|
-$2.36M |
| 4 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$1.84M |
| 5 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
-$565K |
PRFZ Hedge Fund Activity: Q3 2014 in Review
83 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2014, worth a combined $408M — down 4.6% from $427M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PRFZ positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 28 trimmed.
The largest buyer was Kinsight LLC, opening a new position worth an estimated $4.72M. The largest seller was SG Americas Securities, cutting an estimated $4.47M.
- 83 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2014, up from 82 in Q2 2014.
- Funds reported $408M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2014, down 4.6% quarter-over-quarter.
- 8 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2014 and 7 closed out, a net change of +1 holder.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2014 was Kinsight LLC, an estimated $4.72M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2014 was SG Americas Securities, an estimated $4.47M sold.
Based on aggregated 13F filings for Q3 2014.