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.
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 (+$4.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.4M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$5.65M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.11M |
| 4 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
+$3.81M |
| 5 |
Two Sigma Investments
New York
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$31.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$19.6M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.9M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$2.36M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.14M |
PRFZ Hedge Fund Activity: Q4 2024 in Review
282 of the 7,607 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.