Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
137 hedge funds and large institutions have $939M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.
341% more capital inflows, than outflows
Capital inflows: $85.8M | Capital outflows: $19.5M
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
11% more funds holding
Funds holding: 123 → 137 (+14)
4.05% more ownership
Funds ownership: 47.92% → 51.97% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$22M |
| 2 |
Waverly Advisors
Birmingham,
Alabama
|
+$13.9M |
| 3 |
Cerity Partners OCIO
New York
|
+$3.56M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.83M |
| 5 |
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.17M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.9M |
| 3 |
Jane Street
New York
|
-$1.84M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$1.39M |
| 5 |
Credit Suisse
Zurich,
Switzerland
|
-$1.34M |
PRFZ Hedge Fund Activity: Q4 2017 in Review
137 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2017, worth a combined $939M — up 12% from $841M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PRFZ positions and 11 closed out — a net gain of 15 holders — while 44 added to existing stakes and 44 trimmed.
The largest buyer was Invesco, adding an estimated $22M. The largest seller was Susquehanna International Group, cutting an estimated $4.17M.
- 137 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2017, up from 123 in Q3 2017.
- Funds reported $939M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 26 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2017 and 11 closed out, a net change of +15 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2017 was Invesco, an estimated $22M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2017 was Susquehanna International Group, an estimated $4.17M sold.
Based on aggregated 13F filings for Q4 2017.