Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
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.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
5% more funds holding
Funds holding: 185 → 195 (+10)
0.55% more ownership
Funds ownership: 290.94% → 291.49% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $1.15B → $1.12B (-$34.7M)
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$100M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$7.24M |
| 3 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$6.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Vontobel Holding
Zurich,
Switzerland
| – | -$36K | -1,000 | Closed |
|
|
RTL
202
Red Tortoise LLC
Atlanta,
Georgia
| – | -$18K | -625 | Closed |
|
|
BW
203
Bison Wealth
Atlanta,
Georgia
| – | -$16K | -435 | Closed |
|
|
SSW
204
Smith Shellnut Wilson
Ridgeland,
Mississippi
| – | -$11K | -315 | Closed |
|
205
Barclays
London,
United Kingdom
| – | -$11K | -305 | Closed |
|
206
JP Morgan Chase
New York
| – | -$7K | -185 | Closed |
|
|
LDFR
207
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| – | -$6K | -175 | Closed |
|
|
EI
208
Ellevest Inc
New York
| – | -$6K | -155 | Closed |
|
|
NFSG
209
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$2K | -55 | Closed |
|
|
APW
210
Acima Private Wealth
Richmond,
Virginia
| – | -$572 | -15 | -60% |
|
PRFZ Hedge Fund Activity: Q4 2021 in Review
195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2021, worth a combined $1.12B — down 3% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PRFZ positions and 15 closed out — a net gain of 12 holders — while 59 added to existing stakes and 52 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $15M. The largest seller was Invesco, cutting an estimated $100M.
- 195 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2021, up from 185 in Q3 2021.
- Funds reported $1.12B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2021, down 3% quarter-over-quarter.
- 27 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2021 and 15 closed out, a net change of +12 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $15M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2021 was Invesco, an estimated $100M sold.
Based on aggregated 13F filings for Q4 2021.