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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$110M)

8% more funds holding

Funds holding: 209 → 225 (+16)

6.64% more ownership

Funds ownership: 324.02% → 330.65% (+6.6%)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.62M
2
Invesco
Invesco
Georgia
+$7.59M
3
UBS Group
UBS Group
Switzerland
+$6.1M
4
FFA
First Foundation Advisors
California
+$5.31M
5
IF
Intrua Financial
Texas
+$2.89M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11M
2
CSIA
Charles Schwab Investment Advisory
California
-$8.44M
3
JWWM
Johnson & White Wealth Management
Pennsylvania
-$3.44M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.26M
5
PAG
Private Advisor Group
New Jersey
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$636K +$67K +2,090 +12%
GT
77
Glenmede Trust
Pennsylvania
$606K – – –
MSWMA
78
Market Street Wealth Management Advisors
Indiana
$592K -$34.4K -1,075 -5%
PWP
79
Principle Wealth Partners
Connecticut
$592K +$26.9K +840 +5%
RJT
80
Raymond James Trust
Florida
$592K -$2.72K -85 -0.5%
BJL
81
Brighton Jones LLC
Washington
$587K -$81.4K -2,540 -12%
FAIM
82
Financial Advocates Investment Management
Washington
$583K -$32K -1,000 -5%
Cerity Partners
83
Cerity Partners
New York
$578K -$13.3K -415 -2%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$575K +$3.04K +95 +0.5%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$509K -$8.17K -255 -2%
BPA
86
Beacon Pointe Advisors
California
$497K +$502K +15,680 New
MW
87
MBL Wealth
North Carolina
$488K +$493K +15,400 New
WA
88
Waddell & Associates
Tennessee
$464K +$65K +2,030 +16%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$455K – – –
Stifel Financial
90
Stifel Financial
Missouri
$445K -$25.6K -800 -5%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$440K -$21K -655 -5%
JWWM
92
Johnson & White Wealth Management
Pennsylvania
$436K -$3.44M -107,285 -84%
HCA
93
Harbour Capital Advisors
Virginia
$426K – – –
DADC
94
D.A. Davidson & Co
Montana
$413K -$37.8K -1,180 -8%
WWM
95
Western Wealth Management
Colorado
$401K +$53.8K +1,680 +15%
MWM
96
Mascoma Wealth Management
New Hampshire
$389K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$386K +$92.1K +2,875 +31%
VPP
98
Vertex Planning Partners
Illinois
$381K +$385K +12,015 New
JP Morgan Chase
99
JP Morgan Chase
New York
$380K +$362K +11,310 +1,651%
WP
100
WealthShield Partners
North Carolina
$379K -$13.1K -410 -3%
2 3
4
5 6

PRFZ Hedge Fund Activity: Q4 2022 in Review

225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2022, worth a combined $1.27B — up 9.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PRFZ positions and 19 closed out — a net gain of 23 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $9.62M. The largest seller was Wells Fargo, cutting an estimated $11M.

  • 225 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2022, up from 209 in Q3 2022.
  • Funds reported $1.27B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 42 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2022 and 19 closed out, a net change of +23 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2022 was Baird Financial Group, an estimated $9.62M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2022 was Wells Fargo, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.