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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

284 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 282 → 284 (+2)

0.05% more ownership

Funds ownership: 68.49% → 68.55% (+0.05%)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

8% less capital invested

Capital invested by funds: $1.74B → $1.6B (-$136M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
85
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$52.3M
2
AAS
Avantax Advisory Services
Texas
+$3.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.4M
4
Invesco
Invesco
Georgia
+$2.17M
5
VP
Verum Partners
North Carolina
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.5M
2
LPL Financial
LPL Financial
California
-$6.39M
3
Two Sigma Investments
Two Sigma Investments
New York
-$5.53M
4
IAA
Independent Advisor Alliance
North Carolina
-$4.28M
5
FFA
First Foundation Advisors
California
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
76
Lion Street Advisors
Texas
$999K -$115K -2,795 -10%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$989K +$287 +7 +0%
Lido Advisors
78
Lido Advisors
California
$972K -$16.3K -397 -2%
DADC
79
D.A. Davidson & Co
Montana
$961K +$123K +2,999 +13%
SWM
80
Shakespeare Wealth Management
Wisconsin
$922K -$42.4K -1,035 -4%
BJL
81
Brighton Jones LLC
Washington
$920K -$36.3K -886 -4%
IFWM
82
Institute for Wealth Management
Colorado
$850K – – –
O3W
83
Omni 360 Wealth
New Jersey
$829K +$246 +6 +0%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$818K +$388K +9,458 +78%
SIC
85
SFE Investment Counsel
California
$793K +$859K +20,948 New
PCFFS
86
Pacific Center for Financial Services
California
$780K +$410 +10 +0%
PA
87
Parallel Advisors
California
$779K – – –
Corient Private Wealth
88
Corient Private Wealth
Florida
$770K +$99.6K +2,428 +14%
SSWM
89
Smith Salley Wealth Management
North Carolina
$760K – – –
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$712K +$280K +6,817 +57%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$697K +$22.2K +542 +3%
SWP
92
Stratos Wealth Partners
Ohio
$678K +$118K +2,884 +19%
IC
93
IEQ Capital
California
$674K +$105K +2,557 +17%
FCP
94
Fidelis Capital Partners
Florida
$661K – – –
WA
95
Waddell & Associates
Tennessee
$661K -$2.46K -60 -0.3%
GBFP
96
Golden Bell Financial Planning
Georgia
$654K -$7.63K -186 -1%
OPW
97
Oxler Private Wealth
New York
$618K +$779 +19 +0.1%
MCM
98
MAI Capital Management
Ohio
$596K – – –
SFA
99
Sequoia Financial Advisors
Ohio
$588K +$2.99K +73 +0.5%
AAP
100
Arax Advisory Partners
Colorado
$558K +$605K +14,750 New
2 3
4
5 6

PRFZ Hedge Fund Activity: Q1 2025 in Review

284 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2025, worth a combined $1.6B — down 7.8% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PRFZ positions and 19 closed out — a net gain of 5 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was Charles Schwab, adding an estimated $52.3M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $20.5M sold.

  • 284 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2025, up from 282 in Q4 2024.
  • Funds reported $1.6B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 24 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2025 and 19 closed out, a net change of +5 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2025 was Charles Schwab, an estimated $52.3M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2025.