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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

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.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$110M)

8% more funds holding

Funds holding: 209 → 225 (+16)

6.64% more ownership

Funds ownership: 324.02% → 330.65% (+6.6%)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.62%
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
Baird Financial Group
Wisconsin
+$9.62M
2
Invesco
Invesco
Georgia
+$7.59M
3
UBS Group
UBS Group
Switzerland
+$6.1M
4
FFA
First Foundation Advisors
California
+$5.31M
5
IF
Intrua Financial
Texas
+$2.89M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11M
2
CSIA
Charles Schwab Investment Advisory
California
-$8.44M
3
JWWM
Johnson & White Wealth Management
Pennsylvania
-$3.44M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.26M
5
PAG
Private Advisor Group
New Jersey
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.36M +$188K +5,860 +4%
CGL
27
Clarius Group LLC
Washington
$3.62M +$806K +25,165 +28%
LPT
28
Legacy Private Trust
Wisconsin
$3.58M -$20.5K -640 -0.6%
AFG
29
Albion Financial Group
Utah
$3.55M – – –
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$3.53M -$30.8K -960 -0.9%
Corient Private Wealth
31
Corient Private Wealth
Florida
$3.51M +$3.55M +110,800 New
GW
32
GW & Wade
Massachusetts
$3.38M – – –
CPO
33
Cerity Partners OCIO
New York
$3.37M -$49.7K -1,550 -1%
PWM
34
Perigon Wealth Management
California
$3.29M -$135K -4,210 -4%
CST
35
Charles Schwab Trust
Nevada
$3.24M +$484K +15,120 +17%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.2M +$107K +3,355 +3%
IF
37
Intrua Financial
Texas
$2.99M +$2.89M +90,325 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.89M -$27.4K -855 -0.9%
SS
39
Sound Stewardship
Kansas
$2.82M +$2.85M +88,905 New
PO
40
Private Ocean
California
$2.73M +$15.2K +475 +0.6%
WP
41
WealthSource Partners
California
$2.64M +$14.3K +445 +0.5%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M +$2.49M +77,640 New
TWC
43
TD Waterhouse Canada
Ontario, Canada
$2.22M +$1.6K +50 +0.1%
JWA
44
JFS Wealth Advisors
Pennsylvania
$2.15M -$102K -3,185 -4%
N
45
Natixis
France
$2.09M +$2.11M +65,840 New
IA
46
IFG Advisory
Georgia
$2.08M -$20.2K -630 -0.9%
US Bancorp
47
US Bancorp
Minnesota
$1.93M -$8.49K -265 -0.4%
Creative Planning
48
Creative Planning
Kansas
$1.92M +$37.5K +1,170 +2%
RPG
49
Resource Planning Group
Georgia
$1.92M -$410K -12,805 -17%
WCM
50
WealthBridge Capital Management
Ohio
$1.89M +$351K +10,950 +22%
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PRFZ Hedge Fund Activity: Q4 2022 in Review

225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2022, worth a combined $1.27B — up 9.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PRFZ positions and 19 closed out — a net gain of 23 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $9.62M. The largest seller was Wells Fargo, cutting an estimated $11M.

  • 225 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2022, up from 209 in Q3 2022.
  • Funds reported $1.27B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 42 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2022 and 19 closed out, a net change of +23 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2022 was Baird Financial Group, an estimated $9.62M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2022 was Wells Fargo, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.