PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

271 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 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% 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
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Tradition Wealth Management
Minnesota
$547K -$11.1K -266 -2%
EFP
102
EnRich Financial Partners
Wisconsin
$543K -$2.83K -68 -0.5%
QCM
103
Quantinno Capital Management
New York
$516K +$516K +12,424 New
LFG
104
Larson Financial Group
Missouri
$507K +$130K +3,126 +34%
CAM
105
Cresset Asset Management
Illinois
$506K +$83 +2 +0%
RIG
106
RiverFront Investment Group
Virginia
$506K +$116K +2,794 +30%
KCM
107
Kathmere Capital Management
Pennsylvania
$505K -$1.41K -34 -0.3%
Comerica Bank
108
Comerica Bank
Texas
$498K -$15K -361 -3%
WP
109
WealthShield Partners
North Carolina
$489K +$9.72K +234 +2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$477K -$45.7K -1,101 -9%
EFS
111
Essex Financial Services
Connecticut
$472K -$26.8K -646 -5%
HIM
112
Harbour Investment Management
Washington
$457K – – –
SFA
113
Sequoia Financial Advisors
Ohio
$454K +$15K +360 +3%
Citadel Advisors
114
Citadel Advisors
Florida
$448K -$1.91M -45,959 -81%
EWM
115
Empirical Wealth Management
Washington
$437K +$110K +2,649 +34%
AIA
116
AIMZ Investment Advisors
California
$436K – – –
SSWM
117
Sheets Smith Wealth Management
North Carolina
$429K +$4.61K +111 +1%
ACP
118
Aviance Capital Partners
Florida
$426K +$166 +4 +0%
PC
119
Prairiewood Capital
North Dakota
$423K – – –
Jones Financial Companies
120
Jones Financial Companies
Missouri
$422K +$172K +4,141 +68%
FHB
121
First Hawaiian Bank
Hawaii
$409K – – –
MCM
122
MAI Capital Management
Ohio
$409K +$2.2K +53 +0.5%
OPS
123
Orion Portfolio Solutions
Nebraska
$408K -$52.6K -1,267 -11%
BCI
124
Brinker Capital Investments
Pennsylvania
$408K -$52.6K -1,267 -11%
TAM
125
Townsend Asset Management
North Carolina
$405K +$332 +8 +0.1%
3 4
5
6 7