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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.86M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.78M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$3.35M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.85M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$18.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$4.46M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$3.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.84M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.54M |
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.