Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
111 hedge funds and large institutions have $914M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 6 closing their positions.
60% more capital invested
Capital invested by funds: $572M → $914M (+$342M)
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
3% less funds holding
Funds holding: 114 → 111 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$322M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$4.23M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.63M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$4.49M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$3.65M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.46M |
PRFZ Hedge Fund Activity: Q3 2016 in Review
111 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2016, worth a combined $914M — up 60% from $572M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PRFZ and 4 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 48 added.
The largest buyer was Invesco, adding an estimated $322M. The largest seller was Wells Fargo, cutting an estimated $11M.
- 111 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2016, down from 114 in Q2 2016.
- Funds reported $914M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2016, up 60% quarter-over-quarter.
- 4 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2016 and 6 closed out, a net change of -2 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2016 was Invesco, an estimated $322M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2016 was Wells Fargo, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2016.