Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
285 hedge funds and large institutions have $867M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 102 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
0% more funds holding
Funds holding: 284 → 285 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
22% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 102
32.06% less ownership
Funds ownership: 68.55% → 36.48% (-32%)
46% less capital invested
Capital invested by funds: $1.6B → $867M (-$736M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$9.86M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.26M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$3.59M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.84M |
| 5 |
VP
Verum Partners
Charlotte,
North Carolina
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$794M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.47M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$5.57M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$3.18M |
| 5 |
EH
Equitable Holdings
New York
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
301
Continuum Advisory
Eagle,
Idaho
| – | -$26.1K | -689 | Closed |
|
|
GFPC
302
Global Financial Private Client
Sarasota,
Florida
| – | -$21.6K | -570 | Closed |
|
|
QCG
303
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$14.8K | -390 | Closed |
|
|
FMII
304
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$7.76K | -205 | Closed |
|
|
GP
305
Greenline Partners
New York
| – | -$7.76K | -205 | Closed |
|
|
BTI
306
Blue Trust Inc
Alpharetta,
Georgia
| – | -$4.17K | -110 | Closed |
|
307
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$3.03K | -80 | Closed |
|
|
WT
308
Washington Trust
Westerly,
Rhode Island
| – | -$2.65K | -70 | Closed |
|
PRFZ Hedge Fund Activity: Q2 2025 in Review
285 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2025, worth a combined $867M — down 46% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PRFZ positions and 22 closed out — a net gain of 7 holders — while 80 added to existing stakes and 102 trimmed.
The largest buyer was AlphaCore Capital, adding an estimated $9.86M. The largest seller was Charles Schwab, exiting entirely with an estimated $794M sold.
- 285 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2025, up from 284 in Q1 2025.
- Funds reported $867M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2025, down 46% quarter-over-quarter.
- 29 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2025 and 22 closed out, a net change of +7 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2025 was AlphaCore Capital, an estimated $9.86M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2025 was Charles Schwab, an estimated $794M sold.
Based on aggregated 13F filings for Q2 2025.