Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 56
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
7.11% more ownership
Funds ownership: 334.65% → 341.76% (+7.1%)
4% more capital invested
Capital invested by funds: $1.33B → $1.38B (+$56.8M)
1% more funds holding
Funds holding: 222 → 224 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.9M |
| 2 |
DI
DFPG Investments
Sandy,
Utah
|
+$6.45M |
| 3 |
Morgan Stanley
New York
|
+$4.71M |
| 4 |
Cerity Partners
New York
|
+$3.7M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$19.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$3.09M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.3M |
| 5 |
Jane Street
New York
|
-$1.49M |
PRFZ Hedge Fund Activity: Q2 2023 in Review
224 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2023, worth a combined $1.38B — up 4.3% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PRFZ positions and 20 closed out — a net gain of 4 holders — while 76 added to existing stakes and 56 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $13.9M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $19.3M.
- 224 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2023, up from 222 in Q1 2023.
- Funds reported $1.38B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
- 24 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2023 and 20 closed out, a net change of +4 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $13.9M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2023 was Charles Schwab Investment Advisory, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2023.