PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$576K 3,955 – –
FAIM
77
Financial Advocates Investment Management
Washington
$566K 3,882 +59 +2%
GT
78
Glenmede Trust
Pennsylvania
$556K 3,823 – –
KCM
79
Kathmere Capital Management
Pennsylvania
$550K 3,775 +3,775 New
RJT
80
Raymond James Trust
Florida
$547K 3,751 – –
Cerity Partners
81
Cerity Partners
New York
$544K 3,730 +46 +1%
BSWM
82
Boston Standard Wealth Management
Massachusetts
$526K 3,612 -27 -0.7%
BCI
83
Brinker Capital Investments
Pennsylvania
$524K 3,597 +1,989 +124%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$475K 3,262 +176 +6%
Stifel Financial
85
Stifel Financial
Missouri
$432K 2,967 +5 +0.2%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$423K 2,906 +1,983 +215%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$419K 2,874 +49 +2%
DADC
88
D.A. Davidson & Co
Montana
$415K 2,846 +9 +0.3%
HCA
89
Harbour Capital Advisors
Virginia
$403K 2,700 – –
WA
90
Waddell & Associates
Tennessee
$368K 2,523 -7,770 -75%
WP
91
WealthShield Partners
North Carolina
$360K 2,473 -163 -6%
MWM
92
Mascoma Wealth Management
New Hampshire
$358K 2,455 – –
EWM
93
Empirical Wealth Management
Washington
$358K 2,459 +11 +0.4%
SWAG
94
Spectrum Wealth Advisory Group
California
$348K 2,391 +5 +0.2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$347K 2,393 -150 -6%
TAM
96
Townsend Asset Management
North Carolina
$341K 2,339 +4 +0.2%
SFS
97
Solitude Financial Services
Virginia
$335K 2,302 -1,858 -45%
ACP
98
Aviance Capital Partners
Florida
$331K 2,270 -12,647 -85%
Jane Street
99
Jane Street
New York
$327K 2,246 -3,490 -61%
CTC
100
Central Trust Company
Missouri
$326K 2,240 -174 -7%
2 3
4
5 6