Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
222 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3.99% more ownership
Funds ownership: 330.65% → 334.65% (+4%)
4% more capital invested
Capital invested by funds: $1.27B → $1.33B (+$56.6M)
0% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 23
1% less funds holding
Funds holding: 225 → 222 (-3)
13% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$24.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.5M |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$3.89M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.55M |
| 5 |
Jane Street
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$10.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.85M |
| 3 |
Morgan Stanley
New York
|
-$4.98M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.39M |
PRFZ Hedge Fund Activity: Q1 2023 in Review
222 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q1 2023, worth a combined $1.33B — up 4.5% from $1.27B a quarter earlier.
Fund positioning in PRFZ was balanced in Q1 2023: 23 funds opened new positions, 23 closed out, 62 added to existing stakes and 71 trimmed.
The largest buyer was PFS Investments, opening a new position worth an estimated $24.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $10.7M.
- 222 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q1 2023, down from 225 in Q4 2022.
- Funds reported $1.33B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
- 23 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q1 2023 and 23 closed out, a net change of 0 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q1 2023 was PFS Investments, an estimated $24.4M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2023.