Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
255 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
1% more funds holding
Funds holding: 253 → 255 (+2)
0% less capital invested
Capital invested by funds: $1.65B → $1.64B (-$8.18M)
4% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 79
3.06% less ownership
Funds ownership: 71.91% → 68.85% (-3.1%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$47.1M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$24.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.5M |
| 4 |
Bank of New York Mellon
New York
|
-$16.2M |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.13M |
PRFZ Hedge Fund Activity: Q1 2024 in Review
255 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2024, worth a combined $1.64B — down 0.5% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PRFZ positions and 19 closed out — a net gain of 10 holders — while 76 added to existing stakes and 79 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $47.1M.
- 255 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2024, up from 253 in Q4 2023.
- Funds reported $1.64B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2024, down 0.5% quarter-over-quarter.
- 29 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2024 and 19 closed out, a net change of +10 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $15.2M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2024 was Morgan Stanley, an estimated $47.1M sold.
Based on aggregated 13F filings for Q1 2024.