PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

128 hedge funds and large institutions have $772M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
16
Increased
40
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$114M
2
Mariner
2
Mariner
Kansas
$43M
3
TA
3
Tiedemann Advisors
New York
$2.69M
4
CPO
4
Cerity Partners OCIO
New York
$36.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
LPT
2
Legacy Private Trust
Wisconsin
$32.8M
3
Bank of America
3
Bank of America
North Carolina
$112M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.71M +$256K +10,825 +5%
US Bancorp
27
US Bancorp
Minnesota
$4.17M -$78K -3,295 -2%
MFP
28
Mosaic Financial Partners
California
$3.9M +$241K +10,165 +7%
MIH
29
Madison Investment Holdings
Wisconsin
$3.86M -$3.79K -160 -0.1%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.85M -$123K -5,180 -3%
CFA
31
Carroll Financial Associates
North Carolina
$3.51M +$415K +17,555 +13%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$3.08M -$609K -25,720 -16%
TWA
33
Tillar-Wenstrup Advisors
Ohio
$2.92M +$70.5K +2,980 +2%
AFG
34
Albion Financial Group
Utah
$2.72M – – –
TA
35
Tiedemann Advisors
New York
$2.69M +$2.69M +113,760 New
HighTower Advisors
36
HighTower Advisors
Illinois
$2.48M -$228K -9,625 -8%
Citadel Advisors
37
Citadel Advisors
Florida
$2.35M -$2.88M -121,650 -55%
PAG
38
Private Advisor Group
New Jersey
$2.26M +$154K +6,550 +7%
LA
39
LVW Advisors
New York
$2.22M -$52.6K -2,220 -2%
Goldman Sachs
40
Goldman Sachs
New York
$2.14M +$1.48M +62,665 +225%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.82M +$1.42K +60 +0.1%
G
42
GenTrust
Florida
$1.68M -$1.96M -82,620 -54%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.62M -$6.27K -265 -0.4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.57M -$1.57M -66,300 -50%
AIA
45
Arbor Investment Advisors
North Carolina
$1.37M +$99.8K +4,220 +8%
EFS
46
Essex Financial Services
Connecticut
$1.35M +$628K +26,540 +88%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$1.17M -$75.7K -3,200 -6%
B
48
Bridgeworth
Alabama
$1.09M +$358K +15,060 +49%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$1.03M +$2.72K +115 +0.3%
PO
50
Private Ocean
California
$969K -$1.89K -80 -0.2%
1
2
3 4 5