PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

110 hedge funds and large institutions have $569M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
9
Increased
42
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.8M
2
Wells Fargo
2
Wells Fargo
California
$29.2M
3
RJA
3
Raymond James & Associates
Florida
$18.4M
4
CPO
4
Cerity Partners OCIO
New York
$18M
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$2.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.13M
4
CCA
4
Cobblestone Capital Advisors
New York
$0
5
LPL Financial
5
LPL Financial
California
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.44M -$1.93M -102,365 -30%
CAN
27
Cetera Advisor Networks
California
$4.24M -$700K -37,035 -14%
AW
28
ACG Wealth
Georgia
$4.17M +$25.4K +1,345 +0.6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.01M +$1.98M +104,910 +98%
US Bancorp
30
US Bancorp
Minnesota
$3.7M +$364K +19,270 +11%
Citadel Advisors
31
Citadel Advisors
Florida
$3.63M +$580K +30,725 +19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.09M +$1.39M +73,450 +81%
MFP
33
Mosaic Financial Partners
California
$2.77M -$295K -15,635 -10%
MIH
34
Madison Investment Holdings
Wisconsin
$2.75M +$46.9K +2,485 +2%
LA
35
LVW Advisors
New York
$2.23M -$21.5K -1,140 -1%
AFG
36
Albion Financial Group
Utah
$2.2M – – –
TRCT
37
Tower Research Capital (TRC)
New York
$2.1M +$1.49M +78,720 +244%
TWA
38
Tillar-Wenstrup Advisors
Ohio
$2.08M +$2.08M +110,515 New
BSWM
39
Boston Standard Wealth Management
Massachusetts
$1.91M -$709K -37,680 -27%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$1.49M -$1.65M -87,400 -53%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.47M +$77K +4,085 +6%
TH
42
Timber Hill
Connecticut
$1.35M +$899K +47,640 +200%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.29M -$4.19M -222,345 -76%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.29M – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$1.13M -$8.35M -441,525 -88%
CTC
46
Central Trust Company
Missouri
$1.1M -$34.1K -1,805 -3%
SI
47
SII Investments
Wisconsin
$1.03M -$140K -7,445 -12%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1M -$83.6K -4,430 -8%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$908K -$94.1K -4,990 -9%
PO
50
Private Ocean
California
$839K -$48.3K -2,560 -5%
1
2
3 4 5