PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

279 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, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
–
Holders Change %
0%
% of All Funds
3.79%
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
83
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$794M
2
AAS
2
Avantax Advisory Services
Texas
$19.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M
4
Invesco
4
Invesco
Georgia
$18.9M
5
VP
5
Verum Partners
North Carolina
$2.82M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
LPL Financial
3
LPL Financial
California
$41M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
101
Larson Financial Group
Missouri
$553K +$151 +4 +0%
QCM
102
Quantinno Capital Management
New York
$552K +$59.3K +1,567 +12%
Citigroup
103
Citigroup
New York
$543K -$95.8K -2,531 -15%
SFP
104
Sterling Financial Planning
New Jersey
$534K -$4.28K -113 -0.8%
RWP
105
Revolve Wealth Partners
New Jersey
$524K +$52.9K +1,396 +11%
MSWMA
106
Market Street Wealth Management Advisors
Indiana
$513K -$6.55K -173 -1%
EWA
107
EP Wealth Advisors
California
$510K +$84.2K +2,225 +20%
ACM
108
Advance Capital Management
Michigan
$510K -$3.41K -90 -0.7%
TWM
109
Tradition Wealth Management
Minnesota
$499K +$38 +1 +0%
WWM
110
Western Wealth Management
Colorado
$490K -$6.78K -179 -1%
TRCT
111
Tower Research Capital (TRC)
New York
$485K +$485K +12,803 New
HCA
112
Harbour Capital Advisors
Virginia
$485K – – –
RIG
113
RiverFront Investment Group
Virginia
$459K +$8.33K +220 +2%
KCM
114
Kathmere Capital Management
Pennsylvania
$457K -$3.03K -80 -0.7%
WP
115
WealthShield Partners
North Carolina
$441K -$11.9K -313 -3%
EFS
116
Essex Financial Services
Connecticut
$432K +$38 +1 +0%
EFP
117
EnRich Financial Partners
Wisconsin
$430K -$64.5K -1,704 -13%
HIM
118
Harbour Investment Management
Washington
$417K – – –
CAM
119
Cresset Asset Management
Illinois
$406K +$12.7K +335 +3%
Comerica Bank
120
Comerica Bank
Texas
$400K -$4.24K -112 -1%
AIA
121
AIMZ Investment Advisors
California
$398K – – –
FAIM
122
Financial Advocates Investment Management
Washington
$392K -$32.1K -849 -8%
ACP
123
Aviance Capital Partners
Florida
$385K +$38 +1 +0%
PC
124
Prairiewood Capital
North Dakota
$375K +$4.01K +106 +1%
FHB
125
First Hawaiian Bank
Hawaii
$373K – – –
3 4
5
6 7