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Invesco FTSE RAFI US 1500 Small-Mid ETF

319 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

1% more funds holding

Funds holding: 315319 (+4)

1.12% more ownership

Funds ownership: 40.07%41.18% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 90

2% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$24.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
319
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
93
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
276
RetireMitten Financial
Michigan
$21.1K +$21.9K +460 New
CCWM
277
Cassaday & Co Wealth Management
Virginia
$20.3K +$21.1K +443 New
BWL
278
Bogart Wealth LLC
Virginia
$19.4K
BCWM
279
Bartlett & Co Wealth Management
Ohio
$18.2K
QCG
280
Quadrant Capital Group
Ohio
$17.9K
DF
281
Dunhill Financial
United Kingdom
$17.4K -$48 -1 -0.3%
AF
282
Align Financial
Minnesota
$16.2K -$757K -15,891 -98%
SWP
283
Strategic Wealth Partners
Ohio
$14.7K
QC
284
Quent Capital
New York
$14.5K +$15.1K +317 New
CT
285
Colonial Trust
South Carolina
$14.2K
SFC
286
SYM Financial Corp
Indiana
$13.5K
AW
287
Ankerstar Wealth
Texas
$12.4K
AWM
288
Activest Wealth Management
Florida
$11.8K
MFT
289
Moisand Fitzgerald Tamayo
Florida
$11.5K
NSIM
290
North Star Investment Management
Illinois
$11.1K +$48 +1 +0.4%
CMP
291
Coston McIsaac & Partners
Maine
$11K
CA
292
Crewe Advisors
Utah
$10.9K
SL
293
Salomon & Ludwin
Virginia
$10.4K
FW
294
Fairway Wealth
Ohio
$10.3K
PWMG
295
Private Wealth Management Group
New Jersey
$8.39K
AF
296
Advisornet Financial
Minnesota
$8.12K
PB
297
Prosperity Bancshares
Texas
$8.03K
BTI
298
Blue Trust Inc
Georgia
$7.66K
HWA
299
Heritage Wealth Advisors
Virginia
$7.34K
ME
300
McIlrath & Eck
Washington
$6.76K -$477 -10 -6%

PRFZ Hedge Fund Activity: Q1 2026 in Review

319 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2026, worth a combined $1.08B — up 2.3% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PRFZ positions and 19 closed out — a net gain of 11 holders — while 93 added to existing stakes and 90 trimmed.

The largest buyer was Bank of America, adding an estimated $17.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $8.45M.

  • 319 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2026, up from 315 in Q4 2025.
  • Funds reported $1.08B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2026, up 2.3% quarter-over-quarter.
  • 30 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2026 and 19 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2026 was Bank of America, an estimated $17.6M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2026.