Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
168 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
5% more funds holding
Funds holding: 160 → 168 (+8)
0% less capital invested
Capital invested by funds: $1.2B → $1.2B (-$92.6K)
3.38% less ownership
Funds ownership: 307.65% → 304.27% (-3.4%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
22% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$13.1M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.55M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.39M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$71.2M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$18.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$7.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.13M |
PRFZ Hedge Fund Activity: Q4 2019 in Review
168 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2019, worth a combined $1.2B — down 0.01% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PRFZ positions and 14 closed out — a net gain of 11 holders — while 45 added to existing stakes and 58 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $13.1M. The largest seller was Cerity Partners OCIO, cutting an estimated $71.2M.
- 168 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2019, up from 160 in Q3 2019.
- Funds reported $1.2B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2019, down 0.01% quarter-over-quarter.
- 25 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2019 and 14 closed out, a net change of +11 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $13.1M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2019 was Cerity Partners OCIO, an estimated $71.2M sold.
Based on aggregated 13F filings for Q4 2019.