D.E. Shaw & Co
PRFZ icon

D.E. Shaw & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

D.E. Shaw & Co’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,485
Closed -$208K – 4645
2025
Q1 		$208K Sell
5,485
-1,620
-23% -$66.4K ﹤0.01% 3920
2024
Q4 		$296K Sell
7,105
-1,456
-17% -$62.3K ﹤0.01% 3895
2024
Q3 		$356K Sell
8,561
-6,782
-44% -$272K ﹤0.01% 3893
2024
Q2 		$585K Buy
15,343
+9,307
+154% +$355K ﹤0.01% 3527
2024
Q1 		$237K Buy
+6,036
New +$225K ﹤0.01% 3845

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

D.E. Shaw & Co's PRFZ Position: Q2 2025 in Review

D.E. Shaw & Co sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025, closing a stake of 5,485 shares — an estimated $208K sold.

D.E. Shaw & Co first reported a position in PRFZ in Q1 2024 and held it in 5 quarters. The position peaked at $585K in Q2 2024. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • D.E. Shaw & Co reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 5,485 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $208K.
  • D.E. Shaw & Co first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 5 quarters.
  • D.E. Shaw & Co's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $585K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on D.E. Shaw & Co's 13F filing for Q2 2025, filed 14 Aug 2025.