Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
128 hedge funds and large institutions have $772M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
28.55% more ownership
Funds ownership: 208% → 236.54% (+29%)
16% more capital invested
Capital invested by funds: $666M → $772M (+$107M)
4% more funds holding
Funds holding: 123 → 128 (+5)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$109M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.03M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$2.66M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$2.05M |
| 5 |
Goldman Sachs
New York
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.18M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$4.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.04M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$2.94M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.84M |
PRFZ Hedge Fund Activity: Q2 2017 in Review
128 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2017, worth a combined $772M — up 16% from $666M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PRFZ positions and 11 closed out — a net gain of 5 holders — while 40 added to existing stakes and 44 trimmed.
The largest buyer was Invesco, adding an estimated $109M. The largest seller was Ameriprise, cutting an estimated $5.18M.
- 128 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2017, up from 123 in Q1 2017.
- Funds reported $772M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2017, up 16% quarter-over-quarter.
- 16 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2017 and 11 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2017 was Invesco, an estimated $109M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2017 was Ameriprise, an estimated $5.18M sold.
Based on aggregated 13F filings for Q2 2017.