PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$2.22M +$570K +14,521 +35%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.19M +$590K +15,020 +37%
KAS
53
Kestra Advisory Services
Texas
$1.95M +$42.3K +1,078 +2%
GA
54
GSG Advisors
New Jersey
$1.77M – – –
MAM
55
Marquette Asset Management
Minnesota
$1.74M -$3.61K -92 -0.2%
PAG
56
Private Advisor Group
New Jersey
$1.71M -$23.1K -587 -1%
BSWM
57
Boston Standard Wealth Management
Massachusetts
$1.61M +$241K +6,142 +18%
US Bancorp
58
US Bancorp
Minnesota
$1.6M -$279K -7,111 -15%
Jane Street
59
Jane Street
New York
$1.59M +$1.59M +40,517 New
GS
60
GTS Securities
New York
$1.59M +$1.59M +40,494 New
KW
61
KWB Wealth
California
$1.53M -$359K -9,143 -19%
ASN
62
Advisory Services Network
Georgia
$1.53M +$267K +6,787 +21%
EWM
63
Evercore Wealth Management
New York
$1.49M – – –
RCA
64
Resonant Capital Advisors
Wisconsin
$1.44M +$10.3K +262 +0.7%
PA
65
PFG Advisors
Arizona
$1.42M +$172K +4,369 +14%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.36M -$21.6M -549,482 -94%
WP
67
WMS Partners
Maryland
$1.34M – – –
DAS
68
Diversify Advisory Services
Utah
$1.28M +$1.28M +32,878 New
S
69
Sachetta
Massachusetts
$1.22M – – –
Citadel Advisors
70
Citadel Advisors
Florida
$1.18M +$1.18M +29,923 New
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$1.11M +$471 +12 +0%
SWM
72
Shakespeare Wealth Management
Wisconsin
$1.06M -$13K -330 -1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$348K +8,851 +50%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.03M +$244K +6,202 +31%
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$1.01M +$779 +20 +0.1%
1 2
3
4 5