PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
IF
5
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.36M +$186K +5,860 +4%
CGL
27
Clarius Group LLC
Washington
$3.62M +$797K +25,165 +28%
LPT
28
Legacy Private Trust
Wisconsin
$3.58M -$20.3K -640 -0.6%
AFG
29
Albion Financial Group
Utah
$3.55M – – –
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$3.53M -$30.4K -960 -0.9%
Corient Private Wealth
31
Corient Private Wealth
Florida
$3.51M +$3.51M +110,800 New
GW
32
GW & Wade
Massachusetts
$3.38M – – –
CPO
33
Cerity Partners OCIO
New York
$3.37M -$49.1K -1,550 -1%
PWM
34
Perigon Wealth Management
California
$3.29M -$133K -4,210 -4%
CST
35
Charles Schwab Trust
Nevada
$3.24M +$479K +15,120 +17%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.2M +$106K +3,355 +3%
IF
37
Intrua Financial
Texas
$2.99M +$2.99M +90,325 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.89M -$27.1K -855 -0.9%
SS
39
Sound Stewardship
Kansas
$2.82M +$2.82M +88,905 New
PO
40
Private Ocean
California
$2.73M +$15K +475 +0.6%
WP
41
WealthSource Partners
California
$2.64M +$14.1K +445 +0.5%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M +$2.46M +77,640 New
TWC
43
TD Waterhouse Canada
Ontario, Canada
$2.22M +$2.06K +50 +0.1%
JWA
44
JFS Wealth Advisors
Pennsylvania
$2.15M -$101K -3,185 -4%
N
45
Natixis
France
$2.09M +$2.09M +65,840 New
IA
46
IFG Advisory
Georgia
$2.09M -$20K -630 -0.9%
US Bancorp
47
US Bancorp
Minnesota
$1.93M -$8.4K -265 -0.4%
Creative Planning
48
Creative Planning
Kansas
$1.92M +$37.1K +1,170 +2%
RPG
49
Resource Planning Group
Georgia
$1.92M -$406K -12,805 -17%
WCM
50
WealthBridge Capital Management
Ohio
$1.89M +$347K +10,950 +22%
1
2
3 4 5