PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

195 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
59
Reduced
52
Closed
15
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
+$226K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$462M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.86M
3
WA
Waverly Advisors
Alabama
$51.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.13M
5
CC
Callan Capital
California
$5.84M

Top Sellers

1
Invesco
Invesco
Georgia
$7.11M
2
CAN
Cetera Advisor Networks
California
$10.8M
3
CST
Charles Schwab Trust
Nevada
$374K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
176
Tortoise Investment Management
New York
$16K – – –
RFA
177
Reilly Financial Advisors
California
$14K -$42.7K -1,145 -75%
Citigroup
178
Citigroup
New York
$14K +$6.43K +170 +85%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$10K – – –
ARMC
180
American Research & Management Company
Massachusetts
$10K – – –
MFT
181
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HS
182
Horan Securities
United States
$10K +$10K +270 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +240 New
EW
184
Evoke Wealth
California
$8K – – –
PMFA
185
Plante Moran Financial Advisors
Michigan
$8K – – –
RA
186
Rise Advisors
New York
$7.27K +$7.27K +190 New
TF
187
TimeScale Financial
Massachusetts
$6K +$6K +165 New
TCM
188
TD Capital Management
Tennessee
$5K – – –
CA
189
Clearstead Advisors
Ohio
$4K – – –
ME
190
McIlrath & Eck
Washington
$4K – – –
FCG
191
Financial Connections Group
California
$4K +$4K +120 New
BlackRock
192
BlackRock
New York
$3K – – –
WT
193
Washington Trust
Rhode Island
$3K – – –
SL
194
Savior LLC
Massachusetts
$1K – – –
Citadel Advisors
195
Citadel Advisors
Florida
– -$1.07M -29,415 Closed
Bessemer Group
196
Bessemer Group
New Jersey
– -$1.05M -28,710 Closed
SC
197
Scotia Capital
Ontario, Canada
– -$1.03M -28,225 Closed
Goldman Sachs
198
Goldman Sachs
New York
– -$328K -8,985 Closed
PCG
199
Private Capital Group
Connecticut
– -$91K -2,500 Closed
JCM
200
Jacobi Capital Management
Pennsylvania
– -$51K -1,400 Closed
5 6 7
8
9