PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

97 hedge funds and large institutions have $511M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
10
Increased
36
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$15.9M
2
CPO
2
Cerity Partners OCIO
New York
$15.2M
3
Mariner
3
Mariner
Kansas
$31.3M
4
Jane Street
4
Jane Street
New York
$4.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
BPB
1
Badgley, Phelps & Bell
Washington
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$17.8M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Arbor Investment Advisors
North Carolina
$767K +$7.7K +370 +1%
ONB
52
Old National Bancorp
Indiana
$732K – – –
Brown Advisory
53
Brown Advisory
Maryland
$673K – – –
VFS
54
VSR Financial Services
Kansas
$666K -$17.1K -820 -2%
PAG
55
Private Advisor Group
New Jersey
$639K +$41.6K +2,000 +7%
SPC
56
Sigma Planning Corp
Michigan
$603K -$24.4K -1,175 -4%
MCC
57
Mid Continent Capital
Illinois
$597K +$104K +5,000 +21%
EWM
58
Evercore Wealth Management
New York
$560K +$560K +26,925 New
CWM
59
Concert Wealth Management
California
$533K – – –
VFA
60
Voya Financial Advisors
Connecticut
$453K +$453K +21,735 New
Goldman Sachs
61
Goldman Sachs
New York
$446K +$446K +21,450 New
HCA
62
Harbour Capital Advisors
Virginia
$426K – – –
CIBC World Market
63
CIBC World Market
Ontario, Canada
$379K +$26.6K +1,280 +8%
GLRA
64
Gerald L. Ray & Associates
Texas
$326K +$6.77K +325 +2%
GT
65
Glenmede Trust
Pennsylvania
$312K +$105K +5,055 +51%
M&T Bank
66
M&T Bank
New York
$255K -$16K -770 -6%
AIA
67
AIMZ Investment Advisors
California
$245K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$242K – – –
1GA
69
1st Global Advisors
Texas
$234K – – –
PFS
70
Prospera Financial Services
Texas
$210K +$104 +5 +0%
FHB
71
First Hawaiian Bank
Hawaii
$205K -$76.1K -3,660 -27%
RCM
72
RNC Capital Management
California
$201K +$201K +9,675 New
SWM
73
SVA Wealth Management
Wisconsin
$200K +$200K +9,630 New
CFA
74
Carroll Financial Associates
North Carolina
$156K -$10.4K -500 -6%
GWA
75
Genesis Wealth Advisors
Massachusetts
$143K – – –
1 2
3
4 5