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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
3.81%
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
85
Reduced
87
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$52.3M
2
AAS
Avantax Advisory Services
Texas
+$3.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.4M
4
Invesco
Invesco
Georgia
+$2.17M
5
VP
Verum Partners
North Carolina
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.5M
2
LPL Financial
LPL Financial
California
-$6.39M
3
Two Sigma Investments
Two Sigma Investments
New York
-$5.53M
4
IAA
Independent Advisor Alliance
North Carolina
-$4.28M
5
FFA
First Foundation Advisors
California
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$280K -$140K -3,405 -29%
TFS
152
Thoroughbred Financial Services
Tennessee
$280K – – –
GAG
153
GM Advisory Group
New York
$279K – – –
VFA
154
Valeo Financial Advisors
Indiana
$279K – – –
CTC
155
Central Trust Company
Missouri
$277K -$10.6K -258 -3%
CTA
156
Colonial Trust Advisors
South Carolina
$271K – – –
SOS
157
Silver Oak Securities
Tennessee
$269K +$291K +7,101 New
William Blair & Company
158
William Blair & Company
Illinois
$269K +$10K +244 +4%
SIA
159
Schechter Investment Advisors
Michigan
$268K -$10.3K -250 -3%
LT
160
Legacy Trust
Michigan
$266K – – –
FWP
161
FAS Wealth Partners
Kansas
$263K +$246 +6 +0.1%
AC
162
AlphaCore Capital
California
$262K +$284K +6,915 New
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$258K -$1.48K -36 -0.5%
MWM
164
Mascoma Wealth Management
New Hampshire
$257K – – –
LWM
165
Lyell Wealth Management
California
$256K – – –
CC
166
Courier Capital
New York
$256K +$277K +6,750 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$254K +$68.5K +1,670 +33%
RFC
168
Regions Financial Corp
Alabama
$237K – – –
SC
169
SouthState Corp
Florida
$233K +$252K +6,150 New
TIAA Trust, National Association
170
TIAA Trust, National Association
North Carolina
$226K -$60.7K -1,481 -20%
EW
171
Evoke Wealth
California
$226K – – –
BPA
172
Beacon Pointe Advisors
California
$225K +$244K +5,946 New
FCH
173
Freestone Capital Holdings
Washington
$224K – – –
MG
174
Mather Group
Illinois
$223K -$21.9K -533 -8%
MWM
175
Mascagni Wealth Management
Mississippi
$221K – – –
5 6
7
8 9

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.