PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
TBWA
4
Three Bridge Wealth Advisors
California
$6.73M
5
Wells Fargo
5
Wells Fargo
California
$25.5M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$489M 2,677,319 +269,599 +11%
Bank of America
2
Bank of America
North Carolina
$108M 589,583 +750 +0.1%
WA
3
Waverly Advisors
Alabama
$54.3M 297,313 +8,438 +3%
RJA
4
Raymond James & Associates
Florida
$44M 241,002 +12,987 +6%
Morgan Stanley
5
Morgan Stanley
New York
$43.3M 237,187 +10,805 +5%
Invesco
6
Invesco
Georgia
$29.4M 161,093 +124,026 +335%
AIA
7
Arbor Investment Advisors
North Carolina
$26.3M 144,184 +8,169 +6%
Wells Fargo
8
Wells Fargo
California
$25.5M 139,338 +22,783 +20%
LPL Financial
9
LPL Financial
California
$23M 125,646 +14,137 +13%
WA
10
Waddell & Associates
Tennessee
$22.9M 125,422 +1,374 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.9M 114,604 +13,893 +14%
Ameriprise
12
Ameriprise
Minnesota
$14.9M 81,729 +5,113 +7%
Mariner
13
Mariner
Kansas
$14.4M 79,080 -12,540 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.3M 72,842 +713 +1%
CAN
15
Cetera Advisor Networks
California
$11.6M 63,592 +7,440 +13%
UBS Group
16
UBS Group
Switzerland
$11.6M 63,343 -10,295 -14%
NRI
17
NFP Retirement Inc
California
$7.73M 42,309 +42,309 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.61M 41,230 +2,734 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$7.26M 108,493 -12 -0%
AFA
20
Arlington Financial Advisors
California
$7.11M 38,913 -2,309 -6%
CC
21
Callan Capital
California
$6.97M 38,155 +7,687 +25%
TBWA
22
Three Bridge Wealth Advisors
California
$6.73M 36,850 +36,850 New
SFS
23
Solitude Financial Services
Virginia
$5.89M 32,227 -4,057 -11%
AAS
24
Avantax Advisory Services
Texas
$5.36M 29,317 +2,356 +9%
PWMG
25
Pinnacle Wealth Management Group
Michigan
$4.79M 26,197 +6,811 +35%
1
2 3 4 5