PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Overview Fund Activity

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$3.74M
4
FFA
4
First Foundation Advisors
California
$6.67M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.5M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$626M 4,293,430 -236,532 -5%
Bank of America
2
Bank of America
North Carolina
$77.4M 531,224 -37,684 -7%
WA
3
Waverly Advisors
Alabama
$46.9M 321,614 +11,730 +4%
Morgan Stanley
4
Morgan Stanley
New York
$35.7M 244,807 -815 -0.3%
Invesco
5
Invesco
Georgia
$28.1M 193,024 -6,097 -3%
RJA
6
Raymond James & Associates
Florida
$28.1M 192,744 -50,705 -21%
Wells Fargo
7
Wells Fargo
California
$25M 171,388 +2,156 +1%
AIA
8
Arbor Investment Advisors
North Carolina
$22.3M 153,303 -1,597 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.5M 126,759 +16,173 +15%
UBS Group
10
UBS Group
Switzerland
$14.6M 100,370 +4,152 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.2M 97,741 -24,452 -20%
LPL Financial
12
LPL Financial
California
$10.7M 73,280 -23,767 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.6M 72,716 -324 -0.4%
Ameriprise
14
Ameriprise
Minnesota
$10.5M 72,164 +2,478 +4%
Mariner
15
Mariner
Kansas
$10.1M 69,211 -2,064 -3%
CAN
16
Cetera Advisor Networks
California
$9.45M 64,846 +646 +1%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$9.44M 64,810 +63,979 +7,699%
CC
18
Callan Capital
California
$8.88M 60,950 +14,923 +32%
NRI
19
NFP Retirement Inc
California
$8.3M 56,974 +1,313 +2%
AI
20
Accredited Investors
Minnesota
$6.78M 46,561 +28,139 +153%
FFA
21
First Foundation Advisors
California
$6.67M 45,781 +18,432 +67%
AFA
22
Arlington Financial Advisors
California
$5.77M 39,605 +60 +0.2%
AAS
23
Avantax Advisory Services
Texas
$5.41M 37,155 +489 +1%
TBWA
24
Three Bridge Wealth Advisors
California
$4.41M 30,243 -322 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.84M 26,324 -354 -1%
1
2 3 4 5