PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

195 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
59
Reduced
52
Closed
15
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
101
Principle Wealth Partners
Connecticut
$370K +$370K +9,655 New
CWC
102
Carolinas Wealth Consulting
North Carolina
$364K +$210K +5,475 +136%
SCA
103
Snowden Capital Advisors
New York
$361K -$5.17K -135 -1%
WFA
104
Wade Financial Advisory
California
$355K -$62.3K -1,625 -15%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$355K +$192 +5 +0.1%
CMS
106
Capital Market Strategies
Florida
$336K +$336K +8,775 New
CCM
107
Carlson Capital Management
Minnesota
$335K
NA
108
Nottingham Advisors
New York
$335K
TNA
109
True North Advisors
Texas
$321K -$5.55K -145 -2%
PCA
110
Personal Capital Advisors
California
$313K +$13.4K +350 +4%
AC
111
Abbrea Capital
California
$294K
Northern Trust
112
Northern Trust
Illinois
$294K +$38.4K +1,000 +15%
CTA
113
Colonial Trust Advisors
South Carolina
$293K
PWMG
114
Provence Wealth Management Group
California
$288K +$288K +7,500 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$285K +$47K +1,225 +20%
BDF
116
Balasa Dinverno & Foltz
$284K
William Blair & Company
117
William Blair & Company
Illinois
$284K +$14.2K +370 +5%
WCF
118
West Coast Financial
California
$282K -$18.6K -485 -6%
BPWM
119
Badgley Phelps Wealth Managers
Washington
$275K -$24K -625 -8%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$262K
ARC
121
Advisor Resource Council
Texas
$260K +$260K +6,780 New
FWP
122
FAS Wealth Partners
Kansas
$245K
SWP
123
Stratos Wealth Partners
Ohio
$244K -$4.03K -105 -2%
G
124
GenTrust
Florida
$238K -$4.69K -130 -2%
VFA
125
Valeo Financial Advisors
Indiana
$237K