Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.
5.36% more ownership
Funds ownership: 304.27% → 309.64% (+5.4%)
10% less funds holding
Funds holding: 168 → 151 (-17)
33% less capital invested
Capital invested by funds: $1.2B → $805M (-$393M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
42% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 33
47% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 64
Top Buyers
Top Sellers
PRFZ Hedge Fund Activity: Q1 2020 in Review
151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2020, worth a combined $805M — down 33% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PRFZ and 19 opened new positions — a net loss of 14 holders — while 64 trimmed existing stakes and 34 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $127M. The largest seller was Bank of America, cutting an estimated $22.5M.
- 151 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2020, down from 168 in Q4 2019.
- Funds reported $805M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 19 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2020 and 33 closed out, a net change of -14 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $127M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2020 was Bank of America, an estimated $22.5M sold.
Based on aggregated 13F filings for Q1 2020.