PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
38
Reduced
65
Closed
11
Calls
$24K
Puts
$223K
Net Calls
-$199K
Net Calls Change
-$199K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$13.1M
2
LPL Financial
LPL Financial
California
$15.7M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M
4
KAS
Kestra Advisory Services
Texas
$1.11M
5
WA
Waverly Advisors
Alabama
$46.7M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$390M
2
Mariner
Mariner
Kansas
$23.6M
3
UBS Group
UBS Group
Switzerland
$8.18M
4
Osaic Holdings
Osaic Holdings
Arizona
$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$24K +$24K +815 New
CWM
152
Cedar Wealth Management
California
$22K – – –
CCM
153
Covington Capital Management
California
$20K – – –
SFS
154
Sowell Financial Services
Arkansas
$18K – – –
GFPC
155
Global Financial Private Client
Florida
$17.2K +$17.2K +570 New
HWA
156
HHM Wealth Advisors
Tennessee
$16K – – –
TIM
157
Tortoise Investment Management
New York
$13K – – –
BW
158
Bison Wealth
Georgia
$13K +$13K +435 New
HI
159
Hoey Investments
Pennsylvania
$11K – – –
RFA
160
Reilly Financial Advisors
California
$11K +$11K +375 New
HS
161
Horan Securities
United States
$8K – – –
ARMC
162
American Research & Management Company
Massachusetts
$8K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$8K – – –
MFT
164
Moisand Fitzgerald Tamayo
Florida
$8K +$8K +250 New
FCH
165
Freestone Capital Holdings
Washington
$7.25K -$11.2K -370 -61%
EW
166
Evoke Wealth
California
$6K – – –
LDFR
167
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
SIM
168
Sonora Investment Management
Arizona
$5K +$5K +175 New
CA
169
Clearstead Advisors
Ohio
$4K -$800 -25 -17%
ICP
170
Interchange Capital Partners
Pennsylvania
$4K +$4K +150 New
ME
171
McIlrath & Eck
Washington
$3K – – –
BlackRock
172
BlackRock
New York
$2K – – –
SL
173
Savior LLC
Massachusetts
$1K – – –
APW
174
Acima Private Wealth
Virginia
$1K +$1K +25 New
HCA
175
Harbour Capital Advisors
Virginia
– -$375K -16,000 Closed
4 5 6
7
8