Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
264 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
4% more funds holding
Funds holding: 255 → 264 (+9)
0.5% less ownership
Funds ownership: 68.85% → 68.35% (-0.5%)
3% less capital invested
Capital invested by funds: $1.64B → $1.6B (-$42.2M)
10% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 87
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$785M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$7.66M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$6.97M |
| 4 |
Bank of New York Mellon
New York
|
+$1.6M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$3.61M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.52M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.92M |
| 4 |
WP
WMS Partners
Towson,
Maryland
|
-$1.34M |
| 5 |
Morgan Stanley
New York
|
-$1.28M |
PRFZ Hedge Fund Activity: Q2 2024 in Review
264 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2024, worth a combined $1.6B — down 2.6% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PRFZ positions and 17 closed out — a net gain of 11 holders — while 78 added to existing stakes and 87 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $785M. The largest seller was Waverly Advisors, cutting an estimated $3.61M.
- 264 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2024, up from 255 in Q1 2024.
- Funds reported $1.6B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2024, down 2.6% quarter-over-quarter.
- 28 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2024 and 17 closed out, a net change of +11 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2024 was Charles Schwab, an estimated $785M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2024 was Waverly Advisors, an estimated $3.61M sold.
Based on aggregated 13F filings for Q2 2024.