Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
253 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
20% more capital invested
Capital invested by funds: $1.37B → $1.65B (+$279M)
11% more funds holding
Funds holding: 227 → 253 (+26)
3.35% more ownership
Funds ownership: 68.55% → 71.91% (+3.4%)
16% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.4M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$29.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$26.4M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$2.8M |
| 5 |
Bank of New York Mellon
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$27.8M |
| 2 |
IF
Intrua Financial
Houston,
Texas
|
-$3.26M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
| 4 |
CC
Callan Capital
La Jolla,
California
|
-$1.09M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$971K |
PRFZ Hedge Fund Activity: Q4 2023 in Review
253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2023, worth a combined $1.65B — up 20% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new PRFZ positions and 13 closed out — a net gain of 27 holders — while 66 added to existing stakes and 79 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.4M. The largest seller was Invesco, cutting an estimated $27.8M.
- 253 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2023, up from 227 in Q3 2023.
- Funds reported $1.65B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 40 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2023 and 13 closed out, a net change of +27 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2023 was Morgan Stanley, an estimated $41.4M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2023 was Invesco, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2023.