Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.
788% more capital inflows, than outflows
Capital inflows: $443M | Capital outflows: $49.9M
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
17% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 52
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8.3% more ownership
Funds ownership: 60.04% → 68.34% (+8.3%)
2% more funds holding
Funds holding: 191 → 194 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$308M |
| 2 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$71.9M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$10.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waddell & Associates
Memphis,
Tennessee
|
-$19.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.76M |
| 3 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
-$4.67M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.44M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.25M |
PRFZ Hedge Fund Activity: Q2 2022 in Review
194 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2022, worth a combined $1.33B — up 17% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PRFZ positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 52 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $308M. The largest seller was Waddell & Associates, cutting an estimated $19.2M.
- 194 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2022, up from 191 in Q1 2022.
- Funds reported $1.33B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2022, up 17% quarter-over-quarter.
- 25 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2022 and 21 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $308M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2022 was Waddell & Associates, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2022.