PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
18
Increased
54
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
CSIA
2
Charles Schwab Investment Advisory
California
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$28.9M
4
Mariner
4
Mariner
Kansas
$59.2M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
EC
2
Estate Counselors
Wisconsin
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
4
Raymond James & Associates
Florida
$27.5M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$530K 4,107 +2,372 +137%
CGL
77
Clarius Group LLC
Washington
$525K 4,070 – –
BJL
78
Brighton Jones LLC
Washington
$517K 4,012 -1,193 -23%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$476K 3,689 +3,689 New
Creative Planning
80
Creative Planning
Kansas
$463K 3,590 -397 -10%
WIA
81
Wealthstreet Investment Advisors
Texas
$457K 3,545 +21 +0.6%
UCFA
82
United Capital Financial Advisors
Texas
$440K 3,410 -193 -5%
AG
83
Advisor Group
Arizona
$440K 3,415 -128 -4%
BAC
84
Boys Arnold & Co
North Carolina
$434K 3,289 +1,650 +101%
DADC
85
D.A. Davidson & Co
Montana
$421K 3,263 -284 -8%
HCA
86
Harbour Capital Advisors
Virginia
$418K 3,245 -850 -21%
HB
87
Homrich & Berg
Georgia
$405K 3,145 +1,259 +67%
N
88
Natixis
France
$396K 3,071 +146 +5%
LYV
89
Live Your Vision
Pennsylvania
$393K 2,961 +14 +0.5%
BSWM
90
Boston Standard Wealth Management
Massachusetts
$355K 2,755 -145 -5%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$344K 2,665 -1,183 -31%
UB
92
UMB Bank
Missouri
$336K 2,610 – –
FHB
93
First Hawaiian Bank
Hawaii
$312K 2,418 – –
RWM
94
Ritholtz Wealth Management
New York
$303K 2,354 +2,354 New
Wolverine Trading
95
Wolverine Trading
Illinois
$286K 2,215 +2,215 New
CA
96
Cetera Advisors
Colorado
$273K 2,119 +25 +1%
AIA
97
AIMZ Investment Advisors
California
$271K 2,100 – –
PWAP
98
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$266K 2,060 -17 -0.8%
Stifel Financial
99
Stifel Financial
Missouri
$264K 2,052 -51 -2%
CCM
100
Carlson Capital Management
Minnesota
$262K 2,030 +300 +17%
2 3
4
5 6