PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

187 hedge funds and large institutions have $1.1B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 65

Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.35M
2 +$4.16M
3 +$3.93M
4
Wells Fargo
Wells Fargo
California
+$3.73M
5
UBS Group
UBS Group
Switzerland
+$3.44M

Top Sellers

1 -$62.6M
2 -$33.7M
3 -$9.14M
4
RJA
Raymond James & Associates
Florida
-$4.02M
5
Invesco
Invesco
Georgia
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$393M
2
$104M
3
$104M
4
$46.4M
5
$41.7M
6
$41.5M
7
$25.3M
8
$22.5M
9
$22.2M
10
$22.1M
11
$19M
12
$18.5M
13
$18.2M
14
$16.1M
15
$15.4M
16
$13M
17
$12.1M
18
$11.8M
19
$11.6M
20
$7.73M
21
$6.08M
22
$5.57M
23
$4.78M
24
$4.71M
25
$4.38M