Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
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.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
8.72% more ownership
Funds ownership: 291.49% → 300.21% (+8.7%)
8% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 52
3% more capital invested
Capital invested by funds: $1.12B → $1.14B (+$28.8M)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
2% less funds holding
Funds holding: 195 → 191 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$48.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$22.5M |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$7.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$2.75M |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$2.42M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$2.28M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.87M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.07M |
PRFZ Hedge Fund Activity: Q1 2022 in Review
191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2022, worth a combined $1.14B — up 2.6% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of PRFZ and 21 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 56 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $48.9M. The largest seller was TAP Consulting, exiting entirely with an estimated $2.75M sold.
- 191 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2022, down from 195 in Q4 2021.
- Funds reported $1.14B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2022, up 2.6% quarter-over-quarter.
- 21 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2022 and 22 closed out, a net change of -1 holder.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $48.9M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2022 was TAP Consulting, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2022.