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Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) Institutional Ownership

Invesco FTSE RAFI US 1500 Small-Mid ETF logo
$42.85 -0.53 (-1.22%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$131.15M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$72.99M
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PRFZ Institutional Buying and Selling by Quarter

Invesco FTSE RAFI US 1500 Small-Mid ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Orion Portfolio Solutions LLC9,824$408K0.0%-11.4%0.016%
11/15/2024EP Wealth Advisors LLC7,257$302K0.0%+82.2%0.012%
11/15/2024 Quantinno Capital Management LP12,424$516K0.0%N/A0.020%
11/15/2024 HighTower Advisors LLC111,830$4.65M0.0%+3.2%0.181%
11/14/2024 Tradition Wealth Management LLC13,168$547K0.0%-2.0%0.021%
11/14/2024 Captrust Financial Advisors285,306$11.85M0.0%-0.3%0.463%
11/14/2024 Rockefeller Capital Management L.P.17,812$728K0.0%-5.3%0.029%
11/13/2024 FMR LLC32,059$1.33M0.0%+9.8%0.052%
11/13/2024 D.A. Davidson & CO.20,279$843K0.0%+63.5%0.033%
11/13/2024 Private Trust Co. NA995$41K0.0%+73.0%0.002%
11/12/2024Larson Financial Group LLC12,198$507K0.0%+34.5%0.020%
11/12/2024 Cerity Partners LLC134,945$5.61M0.0%+11.7%0.219%
11/12/2024 Waddell & Associates LLC18,346$762K0.1%-1.3%0.030%
11/12/2024 GenTrust LLC5,005$208K0.0%N/A0.008%
11/12/2024 Charles Schwab Investment Management Inc.20,142,188$836.91M0.2%-2.2%32.677%
11/6/2024 Accredited Investors Inc.206,959$8.60M0.5%-2.6%0.336%
11/6/2024 Oak Harbor Wealth Partners LLC1,380$57K0.0%N/A0.002%
11/6/2024 Traction Financial Partners LLC17,371$722K0.6%+6.2%0.028%
11/5/2024 Empower Advisory Group LLC5,136$213K0.0%-33.2%0.008%
11/5/2024 Aptus Capital Advisors LLC5,580$232K0.0%-10.2%0.009%
11/4/2024 Addison Advisors LLC1,625$68K0.0%-48.4%0.003%
11/4/2024 Sigma Planning Corp8,249$343K0.0%+22.2%0.013%
10/30/2024 Solitude Financial Services5,650$235K0.1%-22.1%0.009%
10/29/2024 Creative Capital Management Investments LLC7,488$311K0.1%-66.7%0.012%
10/29/2024 Farther Finance Advisors LLC650$27K0.0%N/A0.001%
10/28/2024 US Bancorp DE39,843$1.66M0.0%-2.2%0.065%
10/25/2024 Financial Advocates Investment Management14,412$599K0.0%-6.6%0.023%
10/25/2024 Diversify Advisory Services LLC34,176$1.42M0.1%+8.9%0.055%
10/24/2024 Arbor Investment Advisors LLC869,260$36.12M4.8%+1.1%1.410%
10/24/2024 Sound Stewardship LLC76,947$3.20M1.8%-1.0%0.125%
10/24/2024 Hibernia Wealth Partners LLC17,877$743K0.2%N/A0.029%
10/24/2024 Wealth Enhancement Advisory Services LLC1,277,860$53.10M0.1%+5.9%2.073%
10/23/2024 Brighton Jones LLC25,232$1.05M0.0%+1.2%0.041%
10/22/2024 Private Advisor Group LLC42,639$1.77M0.0%+1.0%0.069%
10/22/2024 Sequoia Financial Advisors LLC10,925$454K0.0%+3.4%0.018%
10/18/2024Raymond James & Associates936,627$38.92M0.0%+0.7%1.520%
10/18/2024Blue Trust Inc.1,773$68K0.0%N/A0.003%
10/16/2024 Nottingham Advisors Inc.6,750$280K0.0%-22.9%0.011%
10/16/2024 Cornerstone Wealth Management LLC129,281$5.37M0.4%+2.1%0.210%
10/16/2024 Market Street Wealth Management Advisors LLC13,725$570K0.1%-8.8%0.022%
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10/11/2024 Creative Planning114,377$4.75M0.0%+18.4%0.186%
10/11/2024 Oxler Private Wealth LLC19,774$822K0.3%-3.3%0.032%
10/10/2024 Lion Street Advisors LLC28,368$1.18M0.4%+12.9%0.046%
10/10/2024 Valeo Financial Advisors LLC7,363$306K0.0%-7.6%0.012%
10/9/2024 Charles Schwab Trust Co71,995$2.99M0.3%-8.9%0.117%
10/9/2024 Fermata Advisors LLC5,766$240K0.0%N/A0.009%
10/9/2024 Hoese & Co LLP2,675$111K0.1%-55.3%0.004%
10/9/2024 UMB Bank n.a.1,936$80K0.0%-16.6%0.003%
10/8/2024 CWM LLC3,328$138K0.0%+37.6%0.005%
10/8/2024 Dynamic Advisor Solutions LLC191,952$7.98M0.2%+3.7%0.312%
10/8/2024 Mather Group LLC.2,097$87K0.0%-67.4%0.003%
10/7/2024 Boston Standard Wealth Management LLC42,523$1.77M0.3%+3.1%0.069%
10/7/2024 WealthBridge Capital Management LLC75,013$3.12M0.9%+9.5%0.122%
10/3/2024 Johnson & White Wealth Management LLC205,775$8.55M7.4%+5.1%0.334%
9/5/2024Sanctuary Advisors LLC35,050$1.31M0.0%N/A0.057%
8/28/2024 RiverFront Investment Group LLC9,375$358K0.0%N/A0.015%
8/22/2024 Cetera Investment Advisers424,811$16.20M0.0%+4.3%0.694%
8/19/2024EP Wealth Advisors LLC3,982$152K0.0%N/A0.007%
8/16/2024 Traction Financial Partners LLC16,361$650K0.5%+107.6%0.027%
8/16/2024 Regal Investment Advisors LLC131,020$5.00M0.3%+4.2%0.214%
8/16/2024 Northwestern Mutual Wealth Management Co.29,077$1.11M0.0%+8.9%0.048%
8/16/2024 Silver Lake Advisory LLC8,150$311K0.0%N/A0.013%
8/16/2024 Creative Planning96,621$3.69M0.0%+6.9%0.158%
8/14/2024 Fidelis Capital Partners LLC17,975$681K0.1%+24.0%0.029%
8/13/2024 Callan Capital LLC290,443$11.08M0.9%-0.9%0.475%
8/13/2024 GM Advisory Group LLC7,375$281K0.0%N/A0.012%
8/12/2024 Brighton Jones LLC24,935$951K0.0%+14.0%0.041%
8/12/2024 WCG Wealth Advisors LLC201,090$7.67M0.6%N/A0.329%
8/12/2024 Carolinas Wealth Consulting LLC1,239$47K0.0%-34.3%0.002%
8/12/2024 Mercer Global Advisors Inc. ADV174,411$6.65M0.0%-1.8%0.285%
8/9/2024CBIZ Investment Advisory Services LLC1,790$68K0.0%N/A0.003%
8/8/2024 Lyell Wealth Management LP6,774$258K0.0%N/A0.011%
8/8/2024 Envestnet Asset Management Inc.102,981$3.93M0.0%-10.8%0.168%
8/8/2024 Wealthspire Advisors LLC9,476$361K0.0%+79.0%0.015%
8/8/2024 Parallel Advisors LLC21,765$830K0.0%-2.5%0.036%
8/8/2024 PFG Advisors35,417$1.35M0.1%-1.7%0.058%
8/8/2024 LPL Financial LLC1,219,068$46.50M0.0%+2.7%1.992%
8/7/2024 Sachetta LLC14,833$616K0.3%-54.3%0.024%
8/6/2024 First Foundation Advisors1,027,074$39.17M1.5%+21.7%1.678%
8/6/2024 Waddell & Associates LLC18,583$709K0.1%-5.2%0.030%
8/6/2024 Savant Capital LLC35,627$1.36M0.0%+199.7%0.058%
8/5/2024 Private Advisor Group LLC42,201$1.61M0.0%-2.9%0.069%
8/2/2024Larson Financial Group LLC9,072$346K0.0%+4.2%0.015%
8/2/2024 WealthBridge Capital Management LLC68,485$2.61M0.9%+3.3%0.112%
7/31/2024 Essex Financial Services Inc.12,034$459K0.0%N/A0.020%
7/31/2024Commonwealth Equity Services LLC269,154$10.27M0.0%-3.1%0.440%
7/31/2024Private Ocean LLC81,849$3.12M0.3%-2.3%0.134%
7/30/2024 Sterling Financial Planning Inc.14,659$559K0.2%-10.6%0.024%
7/26/2024 Bank of New York Mellon Corp484,008$18.46M0.0%+9.5%0.791%
7/24/2024 Sound Stewardship LLC77,723$2.96M1.8%-0.6%0.127%
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7/20/2024 Accredited Investors Inc.212,445$8.10M0.5%-13.5%0.347%
7/19/2024 Johnson & White Wealth Management LLC195,827$7.47M7.1%+16.1%0.320%
7/19/2024 Western Wealth Management LLC13,394$511K0.0%+5.3%0.022%
7/19/2024 Western Financial Corp CA5,629$215K0.1%N/A0.009%
7/19/2024Raymond James & Associates929,679$35.46M0.0%-5.1%1.517%
7/19/2024 Solitude Financial Services7,255$277K0.1%-15.9%0.012%
7/19/2024 Oakworth Capital Inc.4,791$183K0.0%+25.0%0.008%
7/18/2024 Silver Lake Advisory LLC8,150$311K0.1%N/A0.013%
7/17/2024 Arlington Financial Advisors LLC175,733$6.70M1.5%-1.6%0.287%
7/16/2024 Cornerstone Wealth Management LLC126,570$4.83M0.4%+1.6%0.207%
(Data available from 1/1/2016 forward)

PRFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PRFZ shares?

During the previous two years, 228 institutional investors and hedge funds held shares of Invesco FTSE RAFI US 1500 Small-Mid ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($836.91M), Charles Schwab Investment Advisory Inc. ($799.64M), Waverly Advisors LLC ($61.33M), Wealth Enhancement Advisory Services LLC ($53.10M), LPL Financial LLC ($46.50M), First Foundation Advisors ($39.17M), and Raymond James & Associates ($38.92M).Learn more on PRFZ's institutional investors.

Which institutional investors have been buying Invesco FTSE RAFI US 1500 Small-Mid ETF stock?

Of the 211 institutional investors that purchased Invesco FTSE RAFI US 1500 Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($16.95M), Waverly Advisors LLC ($1.34M), First Foundation Advisors ($904.97K), Bank of New York Mellon Corp ($839.38K), Invesco Ltd. ($838.26K), Raymond James & Associates ($824.91K), and Arbor Investment Advisors LLC ($683.00K).

How much institutional buying is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?

Institutional investors have bought a total of 29,678,507 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which Invesco FTSE RAFI US 1500 Small-Mid ETF major shareholders have been selling company stock?

Of the 101 institutional investors that sold Invesco FTSE RAFI US 1500 Small-Mid ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($883.43K), Charles Schwab Investment Management Inc. ($462.94K), Solitude Financial Services ($83.99K), Raymond James & Associates ($81.03K), Waverly Advisors LLC ($70.29K), Arlington Financial Advisors LLC ($67.07K), and Dynamic Advisor Solutions LLC ($66.08K).

How much institutional selling is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?

Institutional investors have sold a total of 2,210,605 shares in the last 24 months. This volume of shares sold represents approximately $92.48M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 11/17/2024 by MarketBeat.com Staff
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