PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
WealthBridge Capital Management
Ohio
$1.66M -$136K -3,725 -8%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$1.64M +$1.28K +35 +0.1%
RCA
53
Resonant Capital Advisors
Wisconsin
$1.43M -$39.3K -1,065 -3%
GW
54
GW & Wade
Massachusetts
$1.42M -$2.43M -66,600 -63%
N
55
Natixis
France
$1.41M +$299K +8,175 +27%
EWM
56
Evercore Wealth Management
New York
$1.37M -$61.2K -1,675 -4%
OMC
57
Old Mission Capital
Illinois
$1.3M +$1.3M +35,470 New
SWM
58
Shakespeare Wealth Management
Wisconsin
$1.27M -$1.29K -35 -0.1%
SFP
59
Sterling Financial Planning
New Jersey
$1.07M -$44K -1,205 -4%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$1.05M +$102K +2,810 +11%
TWM
61
Tradition Wealth Management
Minnesota
$952K -$18.1K -495 -2%
SPIA
62
Steward Partners Investment Advisory
New York
$948K -$1.46K -40 -0.2%
TRCT
63
Tower Research Capital (TRC)
New York
$934K +$478K +13,065 +105%
RJT
64
Raymond James Trust
Florida
$904K -$152K -4,175 -14%
PA
65
Parallel Advisors
California
$865K – – –
IFWM
66
Institute for Wealth Management
Colorado
$863K -$2.19K -60 -0.3%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$855K – – –
OPW
68
Oxler Private Wealth
New York
$852K -$17.5K -480 -2%
PCFFS
69
Pacific Center for Financial Services
California
$757K +$913 +25 +0.1%
FSA
70
Financial Sense Advisors
California
$757K +$757K +20,720 New
BJL
71
Brighton Jones LLC
Washington
$750K +$914 +25 +0.1%
FTUS
72
Flow Traders U.S.
New York
$739K -$1.08M -29,480 -59%
MSWMA
73
Market Street Wealth Management Advisors
Indiana
$728K -$8.95K -245 -1%
AC
74
AlphaCore Capital
California
$714K -$401K -10,975 -36%
GT
75
Glenmede Trust
Pennsylvania
$697K – – –
1 2
3
4 5