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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

273 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 72

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$138M)

3% more funds holding

Funds holding: 264 → 273 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.56% less ownership

Funds ownership: 68.35% → 67.79% (-0.56%)

Holders
273
Holders Change
+9
Holders Change %
+3.41%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86M
2
Wells Fargo
Wells Fargo
California
+$3.78M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.35M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.63M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$18.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.46M
3
WA
Waverly Advisors
Alabama
-$3.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.84M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
251
North Star Investment Management
Illinois
$9.93K +$40 +1 +0.4%
SL
252
Salomon & Ludwin
Virginia
$9.76K – – –
GIA
253
GHP Investment Advisors
Colorado
$9.56K – – –
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$8.52K – – –
JPWM
255
Jamison Private Wealth Management
Georgia
$8.31K – – –
RA
256
Rise Advisors
New York
$8.19K +$40 +1 +0.5%
ADL
257
Asset Dedication LLC
California
$7.69K – – –
CIA
258
Cape Investment Advisory
Georgia
$6.86K -$9.82K -245 -60%
HWA
259
Heritage Wealth Advisors
Virginia
$6.65K – – –
PS
260
Planned Solutions
California
$6.19K +$5.97K +149 New
RF
261
Robinswood Financial
Washington
$5.83K – – –
SAM
262
Smartleaf Asset Management
Massachusetts
$5.76K – – –
DF
263
Dunhill Financial
United Kingdom
$4.25K – – –
MA
264
MCF Advisors
Kentucky
$3.95K – – –
PA
265
PSI Advisors
Florida
$3.74K – – –
IA
266
IFP Advisors
Florida
$3.37K +$2.21K +55 +212%
WT
267
Washington Trust
Rhode Island
$2.91K – – –
EWP
268
Elevation Wealth Partners
California
$2.54K – – –
SWC
269
Spectrum Wealth Counsel
Indiana
$1.42K +$962 +24 +240%
AT
270
Arlington Trust
Alabama
$1.33K – – –
FWM
271
FSA Wealth Management
Massachusetts
$997 +$962 +24 New
MWA
272
MFA Wealth Advisors
Pennsylvania
$416 – – –
BFS
273
Bare Financial Services
Pennsylvania
$27 – – –
CMP
274
Coston McIsaac & Partners
Maine
$9 +$9.62K +240 New
SFC
275
Strategic Financial Concepts
Texas
– -$625 -25,970 Closed
8 9 10
11
12

PRFZ Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2024, worth a combined $1.74B — up 8.6% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PRFZ positions and 11 closed out — a net gain of 11 holders — while 91 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $3.86M. The largest seller was Charles Schwab, cutting an estimated $18.6M.

  • 273 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2024, up from 264 in Q2 2024.
  • Funds reported $1.74B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2024 was Bank of America, an estimated $3.86M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2024 was Charles Schwab, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2024.