Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
316 hedge funds and large institutions have $1.03B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 21 closing their positions.
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 82
7% more funds holding
Funds holding: 294 → 316 (+22)
6% more capital invested
Capital invested by funds: $977M → $1.03B (+$57.8M)
5.22% more ownership
Funds ownership: 34.82% → 40.04% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$18.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.25M |
| 3 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$4.19M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.28M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.64M |
| 3 |
Bank of New York Mellon
New York
|
-$1.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.52M |
PRFZ Hedge Fund Activity: Q4 2025 in Review
316 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q4 2025, worth a combined $1.03B — up 5.9% from $977M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PRFZ positions and 21 closed out — a net gain of 29 holders — while 91 added to existing stakes and 82 trimmed.
The largest buyer was WCG Wealth Advisors, adding an estimated $18.3M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $3.28M.
- 316 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q4 2025, up from 294 in Q3 2025.
- Funds reported $1.03B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q4 2025, up 5.9% quarter-over-quarter.
- 50 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q4 2025 and 21 closed out, a net change of +29 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q4 2025 was WCG Wealth Advisors, an estimated $18.3M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q4 2025 was Dynamic Advisor Solutions, an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2025.