PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
4
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.72M -$103K -2,476 -4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.57M +$282K +6,788 +12%
JWA
53
JFS Wealth Advisors
Pennsylvania
$2.53M -$115K -2,752 -4%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$2.43M +$30.4K +731 +1%
CGL
55
Clarius Group LLC
Washington
$2.29M – – –
EWA
56
EQ Wealth Advisors
Texas
$1.99M +$1.99M +47,855 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.85M +$512K +12,301 +38%
MAM
58
Marquette Asset Management
Minnesota
$1.78M -$57.8K -1,390 -3%
BSWM
59
Boston Standard Wealth Management
Massachusetts
$1.76M -$8.66K -208 -0.5%
PA
60
PFG Advisors
Arizona
$1.76M +$97.3K +2,338 +6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.75M +$271K +6,507 +18%
US Bancorp
62
US Bancorp
Minnesota
$1.66M -$749 -18 -0%
GA
63
GSG Advisors
New Jersey
$1.65M – – –
SA
64
Sanctuary Advisors
Indiana
$1.61M +$45.2K +1,049 +3%
PAG
65
Private Advisor Group
New Jersey
$1.53M -$243K -5,839 -14%
ASN
66
Advisory Services Network
Georgia
$1.51M +$84.2K +2,024 +6%
SC
67
Savant Capital
Illinois
$1.5M +$1.08K +26 +0.1%
EWM
68
Evercore Wealth Management
New York
$1.46M – – –
DAS
69
Diversify Advisory Services
Utah
$1.43M +$27.9K +681 +2%
RCA
70
Resonant Capital Advisors
Wisconsin
$1.39M -$135K -3,235 -9%
KW
71
KWB Wealth
California
$1.38M -$186K -4,466 -12%
KAS
72
Kestra Advisory Services
Texas
$1.36M -$362K -8,706 -21%
LSA
73
Lion Street Advisors
Texas
$1.21M +$34.4K +826 +3%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.16M -$6.12K -147 -0.5%
WA
75
Whipplewood Advisors
Colorado
$1.16M +$1.16M +27,789 New
1 2
3
4 5