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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

282 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 81

3% more funds holding

Funds holding: 273 → 282 (+9)

0.71% more ownership

Funds ownership: 67.79% → 68.49% (+0.71%)

0% more capital invested

Capital invested by funds: $1.74B → $1.74B (+$4.19M)

Holders
282
Holders Change
+9
Holders Change %
+3.3%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
28
Increased
91
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$10.4M
2
IAA
Independent Advisor Alliance
North Carolina
+$5.65M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.11M
4
TFP
Traction Financial Partners
Wyoming
+$3.81M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.62M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$31.8M
2
Charles Schwab
Charles Schwab
California
-$19.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$10.9M
4
WA
Waverly Advisors
Alabama
-$2.36M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$819M -$19.6M -457,558 -2%
Bank of America
2
Bank of America
North Carolina
$109M +$2.45M +57,183 +2%
WA
3
Waverly Advisors
Alabama
$55M -$2.36M -55,022 -4%
LPL Financial
4
LPL Financial
California
$51.6M +$724K +16,910 +1%
Morgan Stanley
5
Morgan Stanley
New York
$46.8M -$602K -14,051 -1%
FFA
6
First Foundation Advisors
California
$46M +$2.23M +52,016 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$42M +$43.2M +1,009,453 New
AIA
8
Arbor Investment Advisors
North Carolina
$35.9M -$240K -5,598 -0.6%
Wells Fargo
9
Wells Fargo
California
$32M -$699K -16,318 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.8M +$1.07M +24,962 +4%
UBS Group
11
UBS Group
Switzerland
$28.1M +$2.06M +48,132 +8%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$26.1M +$26.9M +627,558 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$22.3M -$31.8M -742,366 -58%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.5M +$368K +8,594 +2%
Invesco
15
Invesco
Georgia
$18.6M +$10.4M +241,812 +118%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.8M +$12K +280 +0.1%
NRI
17
NFP Retirement Inc
California
$17.5M +$757K +17,684 +4%
AAS
18
Avantax Advisory Services
Texas
$17.1M +$1.64M +38,202 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$12.5M -$10.9M -254,462 -46%
CC
20
Callan Capital
California
$11.5M -$715K -16,690 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$10.8M -$1.14M -26,541 -9%
Mariner
22
Mariner
Kansas
$10.8M -$329K -7,689 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.7M -$339K -7,929 -3%
JWWM
24
Johnson & White Wealth Management
Pennsylvania
$9.16M +$595K +13,897 +7%
AI
25
Accredited Investors
Minnesota
$8.37M -$244K -5,702 -3%
1
2 3 4 5

PRFZ Hedge Fund Activity: Q4 2024 in Review

282 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2024, worth a combined $1.74B — up 0.24% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PRFZ positions and 17 closed out — a net gain of 11 holders — while 91 added to existing stakes and 81 trimmed.

The largest buyer was Invesco, adding an estimated $10.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $31.8M.

  • 282 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $1.74B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 28 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2024 and 17 closed out, a net change of +11 holders.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2024 was Invesco, an estimated $10.4M added.
  • The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $31.8M sold.

Based on aggregated 13F filings for Q4 2024.