PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
24
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$10.3M
2
DFG
2
DWM Financial Group
Illinois
$7.07M
3
AIA
3
Arbor Investment Advisors
North Carolina
$14.8M
4
CGL
4
Clarius Group LLC
Washington
$5.74M
5
CAN
5
Cetera Advisor Networks
California
$11.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$317M
2
HT
2
Hefren-Tillotson
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Mariner
4
Mariner
Kansas
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$349K -$30.4K -1,360 -8%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$346K -$162K -7,245 -32%
SWAG
78
Spectrum Wealth Advisory Group
California
$343K -$6.03K -270 -2%
BJL
79
Brighton Jones LLC
Washington
$332K +$336 +15 +0.1%
WCF
80
West Coast Financial
California
$328K -$44.6K -1,995 -12%
CCA
81
Clearwater Capital Advisors
Illinois
$321K -$228K -10,210 -42%
B
82
Bridgeworth
Alabama
$315K -$258K -11,540 -45%
TSS
83
Two Sigma Securities
New York
$308K -$878K -39,280 -74%
Northern Trust
84
Northern Trust
Illinois
$291K -$7.81K -350 -3%
BPB
85
Badgley, Phelps & Bell
Washington
$286K -$41.4K -1,850 -13%
HA
86
Harborview Advisors
Maine
$286K -$28.2K -1,260 -9%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K -$22.4K -1,000 -7%
BSWM
88
Boston Standard Wealth Management
Massachusetts
$282K – – –
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$279K -$11.4K -510 -4%
WR
90
Watson Rebecca
$274K – – –
TAM
91
Townsend Asset Management
North Carolina
$272K -$1.45K -65 -0.5%
Stifel Financial
92
Stifel Financial
Missouri
$270K -$63.2K -2,825 -19%
FHB
93
First Hawaiian Bank
Hawaii
$270K – – –
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$265K – – –
CCM
95
Carlson Capital Management
Minnesota
$249K – – –
LA
96
LexAurum Advisors
Kansas
$245K +$245K +10,960 New
WFA
97
Wade Financial Advisory
California
$243K -$12.3K -550 -5%
TC
98
Trilogy Capital
California
$236K +$114 +5 +0%
AIA
99
AIMZ Investment Advisors
California
$235K +$235K +10,500 New
PAS
100
Park Avenue Securities
New York
$229K -$55.3K -2,475 -19%
2 3
4
5 6