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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
MGIA
176
Moneta Group Investment Advisors
Missouri
$221K +$240K +5,847 New
PGFC
177
Peapack-Gladstone Financial Corp
New Jersey
$221K – – –
CAM
178
Cidel Asset Management
Ontario, Canada
$219K – – –
SWA
179
Sightline Wealth Advisors
Connecticut
$219K +$287 +7 +0.1%
FA
180
Fermata Advisors
California
$218K -$1.15K -28 -0.5%
BPWM
181
Badgley Phelps Wealth Managers
Washington
$218K +$3.08K +75 +1%
Empower Advisory Group
182
Empower Advisory Group
Colorado
$217K +$2.63K +64 +1%
IAN
183
Integrated Advisors Network
Texas
$216K +$234K +5,707 New
SSWM
184
Sheets Smith Wealth Management
North Carolina
$215K – – –
PL
185
Plancorp LLC
Missouri
$213K – – –
WFC
186
Western Financial Corp
California
$212K +$41 +1 +0%
D.E. Shaw & Co
187
D.E. Shaw & Co
New York
$208K -$66.4K -1,620 -23%
ACA
188
Aptus Capital Advisors
Alabama
$207K -$2.38K -58 -1%
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K -$2.38K -58 -1%
VA
190
Vident Advisory
Georgia
$205K – – –
CA
191
CoreCap Advisors
Michigan
$198K +$106K +2,585 +98%
AA
192
Ancora Advisors
Ohio
$193K +$20.5K +500 +11%
HPC
193
HM Payson & Co
Maine
$179K – – –
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$176K +$33.6K +820 +21%
AssetMark Inc
195
AssetMark Inc
California
$175K +$40K +975 +27%
FFA
196
Founders Financial Alliance
North Carolina
$175K – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$171K +$27.7K +675 +18%
CFFP
198
Center for Financial Planning
Michigan
$164K – – –
CMBA
199
C.M. Bidwell & Associates
Hawaii
$164K – – –
CCMI
200
Creative Capital Management Investments
California
$161K -$30.4K -741 -15%
6 7
8
9 10

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.