Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.
121% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $1.16B → $1.27B (+$110M)
8% more funds holding
Funds holding: 209 → 225 (+16)
6.64% more ownership
Funds ownership: 324.02% → 330.65% (+6.6%)
3% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 62
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$9.62M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$7.59M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.1M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$5.31M |
| 5 |
IF
Intrua Financial
Houston,
Texas
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$8.44M |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$3.44M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.25M |
PRFZ Hedge Fund Activity: Q4 2022 in Review
225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2022, worth a combined $1.27B — up 9.5% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PRFZ positions and 19 closed out — a net gain of 23 holders — while 60 added to existing stakes and 62 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $9.62M. The largest seller was Wells Fargo, cutting an estimated $11M.
- 225 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2022, up from 209 in Q3 2022.
- Funds reported $1.27B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2022, up 9.5% quarter-over-quarter.
- 42 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2022 and 19 closed out, a net change of +23 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2022 was Baird Financial Group, an estimated $9.62M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2022 was Wells Fargo, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2022.