PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
18
Increased
54
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
CSIA
2
Charles Schwab Investment Advisory
California
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$28.9M
4
Mariner
4
Mariner
Kansas
$59.2M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
EC
2
Estate Counselors
Wisconsin
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
4
Raymond James & Associates
Florida
$27.5M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$1.8M 13,953 -347 -2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.79M 13,914 – –
TRCT
53
Tower Research Capital (TRC)
New York
$1.56M 12,120 +1,508 +14%
EFS
54
Essex Financial Services
Connecticut
$1.54M 11,980 +5,451 +83%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$1.42M 11,018 +175 +2%
CCA
56
Clearwater Capital Advisors
Illinois
$1.18M 9,120 +341 +4%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$1.17M 9,097 -226 -2%
GT
58
Glenmede Trust
Pennsylvania
$1.1M 8,491 – –
G
59
GenTrust
Florida
$1.09M 8,484 -240 -3%
PO
60
Private Ocean
California
$1.07M 8,297 +14 +0.2%
B
61
Bridgeworth
Alabama
$995K 7,820 +89 +1%
MWA
62
MFA Wealth Advisors
Pennsylvania
$960K 7,344 +24 +0.3%
RJT
63
Raymond James Trust
Florida
$874K 6,781 -500 -7%
SC
64
Scotia Capital
Ontario, Canada
$805K 6,250 -110 -2%
MHS
65
M Holdings Securities
Oregon
$801K 6,216 -50 -0.8%
VF
66
Virtu Financial
New York
$794K 6,161 +6,161 New
WCF
67
West Coast Financial
California
$722K 5,604 -142 -2%
PCFFS
68
Pacific Center for Financial Services
California
$696K 5,400 +482 +10%
CTC
69
Central Trust Company
Missouri
$645K 5,004 -1 -0%
EWM
70
Evercore Wealth Management
New York
$617K 4,787 -80 -2%
FAIM
71
Financial Advocates Investment Management
Washington
$597K 4,632 – –
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$591K 4,580 +424 +10%
SWM
73
SVA Wealth Management
Wisconsin
$550K 4,391 +158 +4%
Renaissance Technologies
74
Renaissance Technologies
New York
$541K 4,200 +4,200 New
AI
75
Accredited Investors
Minnesota
$538K 4,173 +101 +2%
1 2
3
4 5