PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

185 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
54
Reduced
53
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$56K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$425M
2
GW
2
GW & Wade
Massachusetts
$3.85M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.24M
4
WA
4
Waverly Advisors
Alabama
$55M
5
RJA
5
Raymond James & Associates
Florida
$41.1M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20M
3
Invesco
3
Invesco
Georgia
$103M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$425M 2,329,169 +196,505 +9%
Bank of America
2
Bank of America
North Carolina
$107M 587,838 +1,986 +0.3%
Invesco
3
Invesco
Georgia
$103M 562,038 -17,574 -3%
WA
4
Waverly Advisors
Alabama
$55M 275,118 +11,613 +4%
RJA
5
Raymond James & Associates
Florida
$41.1M 225,418 +8,687 +4%
Morgan Stanley
6
Morgan Stanley
New York
$40.8M 223,510 -2,656 -1%
AIA
7
Arbor Investment Advisors
North Carolina
$24.3M 133,100 +4,939 +4%
WA
8
Waddell & Associates
Tennessee
$22.2M 121,493 -3,372 -3%
Wells Fargo
9
Wells Fargo
California
$21.3M 116,921 -2,679 -2%
LPL Financial
10
LPL Financial
California
$20.9M 114,253 -890 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$20M 107,771 -35,248 -25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.5M 101,620 +227 +0.2%
CAN
13
Cetera Advisor Networks
California
$17.2M 94,160 +1,423 +2%
Mariner
14
Mariner
Kansas
$16.8M 91,918 -2,668 -3%
UBS Group
15
UBS Group
Switzerland
$13.7M 75,083 +1,823 +2%
Ameriprise
16
Ameriprise
Minnesota
$13.3M 73,131 +42 +0.1%
CFA
17
Carroll Financial Associates
North Carolina
$13.3M 72,881 +6,091 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.9M 70,943 +3,004 +4%
AFA
19
Arlington Financial Advisors
California
$7.55M 41,376 -67 -0.2%
CST
20
Charles Schwab Trust
Nevada
$6.48M 35,490 +3,913 +12%
SFS
21
Solitude Financial Services
Virginia
$5.88M 32,216 +506 +2%
AAS
22
Avantax Advisory Services
Texas
$4.85M 26,573 +1,396 +6%
CPO
23
Cerity Partners OCIO
New York
$4.35M 23,837 -2,548 -10%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.29M 23,531 -57 -0.2%
LPT
25
Legacy Private Trust
Wisconsin
$4.24M 23,242 -203 -0.9%
1
2 3 4 5