PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$23.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$16.7M
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$4.49M
4
FFA
4
First Foundation Advisors
California
$14.5M
5
Jane Street
5
Jane Street
New York
$1.49M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$687M
2
Ameriprise
2
Ameriprise
Minnesota
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.2M
4
Bank of America
4
Bank of America
North Carolina
$85.1M
5
Invesco
5
Invesco
Georgia
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$431K +$1.48K +45 +0.3%
WWM
102
Western Wealth Management
Colorado
$421K +$4.28K +130 +1%
MWM
103
Mascoma Wealth Management
New Hampshire
$393K – – –
CTC
104
Central Trust Company
Missouri
$377K +$18.1K +550 +5%
SFS
105
Solitude Financial Services
Virginia
$375K +$2.8K +85 +0.8%
WP
106
WealthShield Partners
North Carolina
$367K -$26K -790 -7%
ACP
107
Aviance Capital Partners
Florida
$359K -$28.8K -875 -7%
HC
108
Hoese & Co
Minnesota
$358K – – –
AIA
109
AIMZ Investment Advisors
California
$345K – – –
SWM
110
Spire Wealth Management
Virginia
$345K +$188K +5,705 +120%
PC
111
Prairiewood Capital
North Dakota
$342K -$6.58K -200 -2%
TAM
112
Townsend Asset Management
North Carolina
$336K +$329 +10 +0.1%
FA
113
Financial Alternatives
California
$330K – – –
AWS
114
Atria Wealth Solutions
New York
$327K – – –
FHB
115
First Hawaiian Bank
Hawaii
$324K – – –
EWA
116
Exencial Wealth Advisors
Oklahoma
$322K – – –
TC
117
Trilogy Capital
California
$321K -$42.4K -1,290 -12%
Renaissance Technologies
118
Renaissance Technologies
New York
$313K +$16.5K +500 +6%
ASN
119
Advisory Services Network
Georgia
$313K -$12.7K -385 -4%
SSWM
120
Sheets Smith Wealth Management
North Carolina
$311K +$987 +30 +0.3%
CWC
121
Carolinas Wealth Consulting
North Carolina
$307K +$1.15K +35 +0.4%
WFA
122
Wade Financial Advisory
California
$305K – – –
SCA
123
Snowden Capital Advisors
New York
$303K -$3.62K -110 -1%
TRCT
124
Tower Research Capital (TRC)
New York
$301K -$616K -18,710 -67%
EH
125
Equitable Holdings
New York
$297K +$44.3K +1,345 +18%
3 4
5
6 7