Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
284 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, 85 increasing their positions, 87 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
1% more funds holding
Funds holding: 282 → 284 (+2)
0.05% more ownership
Funds ownership: 68.49% → 68.55% (+0.05%)
2% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 87
8% less capital invested
Capital invested by funds: $1.74B → $1.6B (-$136M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$52.3M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.92M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.17M |
| 5 |
VP
Verum Partners
Charlotte,
North Carolina
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$20.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.39M |
| 3 |
Two Sigma Investments
New York
|
-$5.53M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.28M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$3.78M |
PRFZ Hedge Fund Activity: Q1 2025 in Review
284 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2025, worth a combined $1.6B — down 7.8% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PRFZ positions and 19 closed out — a net gain of 5 holders — while 85 added to existing stakes and 87 trimmed.
The largest buyer was Charles Schwab, adding an estimated $52.3M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $20.5M sold.
- 284 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2025, up from 282 in Q4 2024.
- Funds reported $1.6B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2025, down 7.8% quarter-over-quarter.
- 24 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2025 and 19 closed out, a net change of +5 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2025 was Charles Schwab, an estimated $52.3M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2025.