Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 151 → 149 (-2)
3.57% less ownership
Funds ownership: 61.93% → 58.35% (-3.6%)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
66% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 71
83% less capital inflows, than outflows
Capital inflows: $34.4M | Capital outflows: $199M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
+$9.5M |
| 2 |
DFG
DWM Financial Group
Palatine,
Illinois
|
+$6.49M |
| 3 |
Arbor Investment Advisors
Winston Salem,
North Carolina
|
+$4.91M |
| 4 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$4.86M |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$68.2M |
| 2 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$51.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$5.34M |
| 5 |
Morgan Stanley
New York
|
-$4.74M |
PRFZ Hedge Fund Activity: Q2 2020 in Review
149 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2020, worth a combined $822M — up 2.1% from $805M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PRFZ and 17 opened new positions — a net loss of 2 holders — while 71 trimmed existing stakes and 24 added.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $9.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $68.2M.
- 149 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2020, down from 151 in Q1 2020.
- Funds reported $822M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2020, up 2.1% quarter-over-quarter.
- 17 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2020 and 19 closed out, a net change of -2 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2020 was Merriman Wealth Management, an estimated $9.5M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $68.2M sold.
Based on aggregated 13F filings for Q2 2020.