Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.
200% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $850M → $1.05B (+$203M)
14% more funds holding
Funds holding: 153 → 174 (+21)
1.84% less ownership
Funds ownership: 300.78% → 298.94% (-1.8%)
42% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 65
89% less call options, than puts
Call options by funds: $24K | Put options by funds: $223K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.41M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.25M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$986K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$25.6M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$6.32M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.24M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.99M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.93M |
PRFZ Hedge Fund Activity: Q4 2020 in Review
174 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2020, worth a combined $1.05B — up 24% from $850M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PRFZ positions and 11 closed out — a net gain of 22 holders — while 38 added to existing stakes and 65 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.69M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.6M.
- 174 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2020, up from 153 in Q3 2020.
- Funds reported $1.05B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 33 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2020 and 11 closed out, a net change of +22 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2020 was Wells Fargo, an estimated $1.69M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2020 was Charles Schwab Investment Advisory, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2020.