PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
20
Increased
55
Reduced
47
Closed
10
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
Jane Street
2
Jane Street
New York
$8.82M
3
Mariner
3
Mariner
Kansas
$75.6M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
Northern Trust
5
Northern Trust
Illinois
$4.84M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$344K
3
CSIA
3
Charles Schwab Investment Advisory
California
$66.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$81.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CMBA
126
C.M. Bidwell & Associates
Hawaii
$108K 760 – –
SPIA
127
Steward Partners Investment Advisory
New York
$108K 758 +758 New
VFA
128
Valeo Financial Advisors
Indiana
$77K 600 -164 -21%
LGWM
129
Litman Gregory Wealth Management
California
$77K 539 – –
PCG
130
Private Capital Group
Connecticut
$76K 538 – –
WCM
131
Whitener Capital Management
North Carolina
$66K 466 +466 New
AA
132
Ancora Advisors
Ohio
$50K 350 +350 New
ASN
133
Advisory Services Network
Georgia
$49K 341 – –
PCA
134
Providence Capital Advisors
North Carolina
$45K 315 +315 New
WTB
135
Washington Trust Bank
Washington
$39K 275 +275 New
VNA
136
Valley National Advisers
Pennsylvania
$36K 250 – –
GP
137
Girard Partners
Pennsylvania
$36K 256 +256 New
ME
138
McIlrath & Eck
Washington
$34K 241 – –
PCTC
139
Perkins Coie Trust Company
Washington
$32K 222 – –
AF
140
Advisornet Financial
Minnesota
$25K 174 -24 -12%
CCM
141
Covington Capital Management
California
$18K 130 – –
BCM
142
Brasada Capital Management
Texas
$15K 106 – –
DWM
143
Destination Wealth Management
California
$14K 98 +98 New
TIM
144
Tortoise Investment Management
New York
$12K 84 – –
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
$11K 76 +75 +7,500%
CAC
146
Certified Advisory Corp
Florida
$10K 71 – –
ARMC
147
American Research & Management Company
Massachusetts
$7K 50 – –
HS
148
Horan Securities
United States
$7K 54 – –
SF
149
Synovus Financial
Georgia
$5K 34 +1 +3%
GWM
150
Geneos Wealth Management
Colorado
$4K 34 – –
3 4 5
6
7