Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.
318.72% more ownership
Funds ownership: 0% → 318.72% (+319%)
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
11% more capital invested
Capital invested by funds: $914M → $1.01B (+$96.4M)
9% more funds holding
Funds holding: 111 → 121 (+10)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$4.85M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.74M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$3.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.19M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.74M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.49M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.56M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.28M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.1M |
PRFZ Hedge Fund Activity: Q4 2016 in Review
121 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2016, worth a combined $1.01B — up 11% from $914M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PRFZ positions and 7 closed out — a net gain of 10 holders — while 43 added to existing stakes and 36 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $4.85M. The largest seller was Royal Bank of Canada, cutting an estimated $5.74M.
- 121 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2016, up from 111 in Q3 2016.
- Funds reported $1.01B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2016, up 11% quarter-over-quarter.
- 17 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2016 and 7 closed out, a net change of +10 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2016 was Legacy Private Trust, an estimated $4.85M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $5.74M sold.
Based on aggregated 13F filings for Q4 2016.