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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
KW
51
KWB Wealth
California
$1.88M -$238K -7,435 -11%
MAM
52
Marquette Asset Management
Minnesota
$1.76M -$1.12K -35 -0.1%
Citadel Advisors
53
Citadel Advisors
Florida
$1.51M -$569K -17,755 -27%
DI
54
DFPG Investments
Utah
$1.48M +$812K +25,360 +132%
RFC
55
Regions Financial Corp
Alabama
$1.23M +$1.24M +38,805 New
RCA
56
Resonant Capital Advisors
Wisconsin
$1.23M – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.2M -$1.49M -46,590 -55%
EWM
58
Evercore Wealth Management
New York
$1.2M +$10.9K +340 +0.9%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.14M +$1.15M +36,035 New
WP
60
WMS Partners
Maryland
$1.08M – – –
SWM
61
Shakespeare Wealth Management
Wisconsin
$1.05M -$7.85K -245 -0.7%
KAS
62
Kestra Advisory Services
Texas
$1.02M -$95.8K -2,990 -9%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$949K -$54.9K -1,715 -5%
TWM
64
Tradition Wealth Management
Minnesota
$919K -$152K -4,745 -14%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$901K +$1.28K +40 +0.1%
TRCT
66
Tower Research Capital (TRC)
New York
$882K +$833K +25,990 +1,401%
SFP
67
Sterling Financial Planning
New Jersey
$841K -$20K -625 -2%
SPIA
68
Steward Partners Investment Advisory
New York
$812K – – –
B
69
Bridgeworth
Alabama
$756K +$112K +3,500 +17%
VP
70
Verum Partners
North Carolina
$756K +$764K +23,850 New
PA
71
Parallel Advisors
California
$743K -$160 -5 -0%
CCMI
72
Creative Capital Management Investments
California
$734K +$742K +23,155 New
IFWM
73
Institute for Wealth Management
Colorado
$726K -$7.05K -220 -1%
OPW
74
Oxler Private Wealth
New York
$696K -$16.8K -525 -2%
KCM
75
Kathmere Capital Management
Pennsylvania
$663K +$65.8K +2,055 +11%
1 2
3
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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.