PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

123 hedge funds and large institutions have $666M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
12
Increased
41
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.14M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M
4
Ameriprise
4
Ameriprise
Minnesota
$18.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.9M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.4M
3
Jane Street
3
Jane Street
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$13.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$414K 17,795 -1,010 -5%
N
77
Natixis
France
$407K 17,480 +17,480 New
GLRA
78
Gerald L. Ray & Associates
Texas
$404K 17,350 -35 -0.2%
BTS
79
BB&T Securities
Virginia
$404K 17,380 – –
Baird Financial Group
80
Baird Financial Group
Wisconsin
$385K 16,515 – –
BSWM
81
Boston Standard Wealth Management
Massachusetts
$378K 16,240 -630 -4%
Creative Planning
82
Creative Planning
Kansas
$371K 15,920 +1,400 +10%
WG
83
Welch Group
Alabama
$368K 15,825 -1,730 -10%
AG
84
Advisor Group
Arizona
$358K 15,375 +2,655 +21%
SCA
85
Snowden Capital Advisors
New York
$353K 15,160 +870 +6%
AW
86
ACG Wealth
Georgia
$310K 13,330 -11,310 -46%
UB
87
UMB Bank
Missouri
$304K 13,050 – –
FHB
88
First Hawaiian Bank
Hawaii
$281K 12,090 -425 -3%
SPC
89
Sigma Planning Corp
Michigan
$278K 11,935 -585 -5%
CL
90
CPWM LLC
Washington
$256K 11,000 – –
AIA
91
AIMZ Investment Advisors
California
$244K 10,500 – –
SWP
92
Stratos Wealth Partners
Ohio
$228K 9,780 +40 +0.4%
VFA
93
Voya Financial Advisors
Connecticut
$221K 9,590 -110 -1%
Northern Trust
94
Northern Trust
Illinois
$220K 9,425 – –
PFS
95
Prospera Financial Services
Texas
$217K 9,335 – –
EWA
96
Exencial Wealth Advisors
Oklahoma
$217K 9,400 – –
CA
97
Cetera Advisors
Colorado
$212K 9,130 +9,130 New
1GA
98
1st Global Advisors
Texas
$209K 8,960 -1,775 -17%
PWAP
99
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$200K 8,605 -36,525 -81%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$191K 8,210 +4,825 +143%
2 3
4
5 6