Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
160 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 67 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less capital invested
Capital invested by funds: $1.26B → $1.2B (-$60.2M)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
1% less funds holding
Funds holding: 162 → 160 (-2)
1.5% less ownership
Funds ownership: 309.16% → 307.65% (-1.5%)
58% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.18M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$6.21M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.75M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$4.59M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$15.6M |
| 2 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$12.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.32M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.67M |
PRFZ Hedge Fund Activity: Q3 2019 in Review
160 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2019, worth a combined $1.2B — down 4.8% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PRFZ and 15 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 28 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $9.18M. The largest seller was PFS Investments, exiting entirely with an estimated $15.6M sold.
- 160 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2019, down from 162 in Q2 2019.
- Funds reported $1.2B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2019, down 4.8% quarter-over-quarter.
- 15 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2019 and 16 closed out, a net change of -1 holder.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $9.18M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2019 was PFS Investments, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2019.