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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

273 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 72

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$138M)

3% more funds holding

Funds holding: 264 → 273 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.56% less ownership

Funds ownership: 68.35% → 67.79% (-0.56%)

Holders
273
Holders Change
+9
Holders Change %
+3.41%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86M
2
Wells Fargo
Wells Fargo
California
+$3.78M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.35M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.63M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$18.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.46M
3
WA
Waverly Advisors
Alabama
-$3.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.84M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$547K -$10.7K -266 -2%
EFP
102
EnRich Financial Partners
Wisconsin
$543K -$2.73K -68 -0.5%
QCM
103
Quantinno Capital Management
New York
$516K +$498K +12,424 New
LFG
104
Larson Financial Group
Missouri
$507K +$125K +3,126 +34%
CAM
105
Cresset Asset Management
Illinois
$506K +$80 +2 +0%
RIG
106
RiverFront Investment Group
Virginia
$506K +$112K +2,794 +30%
KCM
107
Kathmere Capital Management
Pennsylvania
$505K -$1.36K -34 -0.3%
Comerica Bank
108
Comerica Bank
Texas
$498K -$14.5K -361 -3%
WP
109
WealthShield Partners
North Carolina
$489K +$9.38K +234 +2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$477K -$44.2K -1,101 -9%
EFS
111
Essex Financial Services
Connecticut
$472K -$25.9K -646 -5%
HIM
112
Harbour Investment Management
Washington
$457K – – –
SFA
113
Sequoia Financial Advisors
Ohio
$454K +$14.4K +360 +3%
Citadel Advisors
114
Citadel Advisors
Florida
$448K -$1.84M -45,959 -81%
EWM
115
Empirical Wealth Management
Washington
$437K +$106K +2,649 +34%
AIA
116
AIMZ Investment Advisors
California
$436K – – –
SSWM
117
Sheets Smith Wealth Management
North Carolina
$429K +$4.45K +111 +1%
ACP
118
Aviance Capital Partners
Florida
$426K +$160 +4 +0%
PC
119
Prairiewood Capital
North Dakota
$423K – – –
Jones Financial Companies
120
Jones Financial Companies
Missouri
$422K +$166K +4,141 +68%
FHB
121
First Hawaiian Bank
Hawaii
$409K – – –
MCM
122
MAI Capital Management
Ohio
$409K +$2.13K +53 +0.5%
BCI
123
Brinker Capital Investments
Pennsylvania
$408K -$50.8K -1,267 -11%
OPS
124
Orion Portfolio Solutions
Nebraska
$408K -$50.8K -1,267 -11%
TAM
125
Townsend Asset Management
North Carolina
$405K +$321 +8 +0.1%
3 4
5
6 7

PRFZ Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2024, worth a combined $1.74B — up 8.6% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PRFZ positions and 11 closed out — a net gain of 11 holders — while 91 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $3.86M. The largest seller was Charles Schwab, cutting an estimated $18.6M.

  • 273 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2024, up from 264 in Q2 2024.
  • Funds reported $1.74B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 22 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2024 was Bank of America, an estimated $3.86M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2024 was Charles Schwab, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2024.