PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
20
Increased
55
Reduced
47
Closed
10
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
Jane Street
2
Jane Street
New York
$8.82M
3
Mariner
3
Mariner
Kansas
$75.6M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
Northern Trust
5
Northern Trust
Illinois
$4.84M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$344K
3
CSIA
3
Charles Schwab Investment Advisory
California
$66.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$81.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.65M 53,767 +3,315 +7%
CC
27
Callan Capital
California
$7.33M 51,549 -1,036 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$7.18M 57,390 -1,268 -2%
MAM
29
Marquette Asset Management
Minnesota
$6.97M 49,001 -2,725 -5%
AFA
30
Arlington Financial Advisors
California
$5.67M 43,181 +1,193 +3%
JWA
31
JFS Wealth Advisors
Pennsylvania
$5.29M 37,169 -2,464 -6%
AIA
32
Arbor Investment Advisors
North Carolina
$5.03M 35,361 +2,859 +9%
CFA
33
Carroll Financial Associates
North Carolina
$4.88M 34,280 -209 -0.6%
Northern Trust
34
Northern Trust
Illinois
$4.84M 34,025 +32,140 +1,705%
MIH
35
Madison Investment Holdings
Wisconsin
$4.55M 32,008 -63 -0.2%
US Bancorp
36
US Bancorp
Minnesota
$4.37M 30,687 +396 +1%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.2M 29,500 -948 -3%
PAG
38
Private Advisor Group
New Jersey
$4.04M 28,371 +18,391 +184%
PWAG
39
Polaris Wealth Advisory Group
California
$3.93M 27,653 -866 -3%
RPG
40
Resource Planning Group
Georgia
$3.49M 24,496 +24,496 New
CF
41
Copperwynd Financial
Arizona
$3.43M 24,101 +2,251 +10%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$3.41M 23,957 +90 +0.4%
AFG
43
Albion Financial Group
Utah
$3.27M 22,965 – –
HighTower Advisors
44
HighTower Advisors
Illinois
$2.87M 20,186 +48 +0.2%
RFM
45
Royal Fund Management
Florida
$2.54M 17,829 +721 +4%
LA
46
LVW Advisors
New York
$2.22M 15,576 -349 -2%
TA
47
Tiedemann Advisors
New York
$2.14M 15,021 – –
SWM
48
Shakespeare Wealth Management
Wisconsin
$1.96M 13,747 -33 -0.2%
TRCT
49
Tower Research Capital (TRC)
New York
$1.94M 13,658 -1,246 -8%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.93M 13,600 -314 -2%
1
2
3 4 5