PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

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.

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$695M 4,529,962 +1,852,643 +69%
Bank of America
2
Bank of America
North Carolina
$87.2M 568,908 -20,675 -4%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M 432,134 +431,780 +121,972%
WA
4
Waverly Advisors
Alabama
$47.5M 309,884 +12,571 +4%
Morgan Stanley
5
Morgan Stanley
New York
$37.7M 245,622 +8,435 +4%
RJA
6
Raymond James & Associates
Florida
$37.3M 243,449 +2,447 +1%
Invesco
7
Invesco
Georgia
$30.5M 199,121 +38,028 +24%
Wells Fargo
8
Wells Fargo
California
$26M 169,232 +29,894 +21%
AIA
9
Arbor Investment Advisors
North Carolina
$23.8M 154,900 +10,716 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.7M 122,193 +7,589 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.1M 110,586 +2,093 +2%
LPL Financial
12
LPL Financial
California
$14.9M 97,047 -28,599 -23%
UBS Group
13
UBS Group
Switzerland
$14.8M 96,218 +32,875 +52%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.2M 73,040 +198 +0.3%
Mariner
15
Mariner
Kansas
$10.9M 71,275 -7,805 -10%
Ameriprise
16
Ameriprise
Minnesota
$10.7M 69,686 -12,043 -15%
CAN
17
Cetera Advisor Networks
California
$9.85M 64,200 +608 +1%
FWM
18
Frontier Wealth Management
Missouri
$9.69M 63,169 +63,169 New
NRI
19
NFP Retirement Inc
California
$8.54M 55,661 +13,352 +32%
CC
20
Callan Capital
California
$7.06M 46,027 +7,872 +21%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$6.5M 41,316 +86 +0.2%
AFA
22
Arlington Financial Advisors
California
$6.06M 39,545 +632 +2%
AAS
23
Avantax Advisory Services
Texas
$5.62M 36,666 +7,349 +25%
TBWA
24
Three Bridge Wealth Advisors
California
$4.69M 30,565 -6,285 -17%
FFA
25
First Foundation Advisors
California
$4.19M 27,349 +27,349 New
1
2 3 4 5