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

Invesco FTSE RAFI US 1500 Small-Mid ETF logo
$39.29 -0.19 (-0.48%)
As of 03/25/2025 03:59 PM Eastern
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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)
109
Total
Institutional Inflows
(last 12 months)
$236.34M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$138.03M
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PRFZ Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC535,494$22.28M0.0%-58.1%0.870%
2/19/2025 WCG Wealth Advisors LLC187,945$7.82M0.5%-1.1%0.305%
2/18/2025 Pacific Center for Financial Services20,579$856K0.2%-1.9%0.033%
2/18/2025 Continuum Advisory LLC795$33K0.0%+62.9%0.001%
2/17/2025 Waverly Advisors LLC1,321,060$54.97M0.8%-4.0%2.146%
2/17/2025 Two Sigma Investments LP133,000$5.53M0.0%+174.8%0.216%
2/17/2025 Royal Bank of Canada691,179$28.76M0.0%+3.7%1.123%
2/17/2025 Quantinno Capital Management LP13,021$542K0.0%+4.8%0.021%
2/17/2025 Focus Partners Wealth127,394$5.30M0.0%+1,505.5%0.207%
2/17/2025 D. E. Shaw & Co. Inc.7,105$296K0.0%-17.0%0.012%
2/17/2025 EP Wealth Advisors LLC11,256$468K0.0%+55.1%0.018%
2/17/2025 CoreCap Advisors LLC2,635$110K0.0%+23.7%0.004%
2/17/2025 Cresset Asset Management LLC10,379$432K0.0%-14.7%0.017%
2/17/2025 Cetera Investment Advisers427,670$17.80M0.0%+0.1%0.695%
2/17/2025 BOKF NA919$38K0.0%-27.6%0.001%
2/17/2025 Captrust Financial Advisors258,765$10.77M0.0%-9.3%0.420%
2/17/2025 Baird Financial Group Inc.299,732$12.47M0.0%-45.9%0.487%
2/17/2025 Bank of America Corp DE2,611,574$108.67M0.0%+2.2%4.242%
2/17/2025 BIP Wealth LLC4,973$207K0.0%N/A0.008%
2/17/2025 Ameriprise Financial Inc.102,587$4.27M0.0%-5.6%0.167%
2/14/2025 Mercer Global Advisors Inc. ADV152,333$6.34M0.0%-12.8%0.247%
2/14/2025 Comerica Bank10,690$445K0.0%-10.9%0.017%
2/14/2025 Lido Advisors LLC26,078$1.09M0.0%+10.6%0.042%
2/14/2025 Northern Trust Corp9,555$398K0.0%+2.9%0.016%
2/14/2025 Bellwether Advisors LLC1,556$65K0.0%N/A0.003%
2/14/2025 Stifel Financial Corp8,163$340K0.0%+7.8%0.013%
2/14/2025 TD Waterhouse Canada Inc.58,276$2.43M0.0%+1.3%0.095%
2/13/2025 Regal Investment Advisors LLC149,618$6.23M0.5%+6.5%0.243%
2/13/2025 Mariner LLC258,564$10.76M0.0%-2.9%0.420%
2/13/2025 Financial Alternatives Inc7,976$332K0.2%-6.1%0.013%
2/13/2025 NFP Retirement Inc.420,498$17.50M1.4%+4.4%0.683%
2/13/2025 Integrity Financial Corp WA765$32K0.0%N/A0.001%
2/13/2025 First Foundation Advisors1,105,902$46.02M1.7%+4.9%1.796%
2/13/2025 Accredited Investors Inc.201,257$8.37M0.5%-2.8%0.327%
2/13/2025 Waddell & Associates LLC17,511$729K0.1%-4.6%0.028%
2/13/2025 Raymond James Financial Inc.1,009,453$42.00M0.0%N/A1.640%
2/13/2025 Advisory Services Network LLC36,322$1.51M0.0%+5.9%0.059%
2/13/2025 Invesco Ltd.446,483$18.58M0.0%+118.1%0.725%
2/13/2025 Bank of Montreal Can3,850$160K0.0%+19.4%0.006%
2/13/2025 Cerity Partners LLC127,160$5.29M0.0%-5.8%0.207%
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2/13/2025 Envestnet Asset Management Inc.104,325$4.34M0.0%+8.5%0.169%
2/13/2025 Oarsman Capital Inc.781$32K0.0%N/A0.001%
2/13/2025 Wells Fargo & Company MN770,239$32.05M0.0%-2.1%1.251%
2/12/2025 CIBC Private Wealth Group LLC11,869$495K0.0%-22.0%0.019%
2/12/2025 Tucker Asset Management LLC824$34K0.0%+60.3%0.001%
2/12/2025 Brown Brothers Harriman & Co.846$35K0.0%N/A0.001%
2/12/2025 RiverFront Investment Group LLC11,904$495K0.0%-2.2%0.019%
2/12/2025 Vertex Planning Partners LLC7,695$320K0.1%+29.4%0.013%
2/12/2025 Orion Portfolio Solutions LLC9,476$394K0.0%-3.5%0.015%
2/12/2025 JPMorgan Chase & Co.61,707$2.57M0.0%+12.4%0.100%
2/11/2025 TIAA Trust National Association7,460$310K0.0%N/A0.012%
2/11/2025 LPL Financial LLC1,239,605$51.58M0.0%+1.4%2.014%
2/11/2025 Plancorp LLC5,617$234K0.0%+15.6%0.009%
2/10/2025 Parallel Advisors LLC20,578$856K0.0%-9.7%0.033%
2/10/2025 Commonwealth Equity Services LLC257,630$10.72M0.0%-3.0%0.419%
2/10/2025 Avantax Advisory Services Inc.410,384$17.08M0.1%+10.3%0.667%
2/7/2025 Sequoia Financial Advisors LLC15,449$643K0.0%+41.4%0.025%
2/7/2025 PFG Advisors42,240$1.76M0.1%+5.9%0.069%
2/7/2025 HighTower Advisors LLC110,187$4.59M0.0%-1.5%0.179%
2/7/2025 Founders Financial Alliance LLC4,621$192K0.1%+17.0%0.008%
2/7/2025 Independent Advisor Alliance131,978$5.49M0.1%N/A0.214%
2/7/2025 Larson Financial Group LLC14,599$607K0.0%+19.7%0.024%
2/6/2025 Freestone Capital Holdings LLC5,928$247K0.0%N/A0.010%
2/6/2025 Raymond James Financial Inc.1,009,453$42.00M0.0%N/A1.640%
2/6/2025 Charles Schwab Investment Management Inc.19,684,630$819.08M0.2%-2.3%31.976%
2/6/2025 Steward Partners Investment Advisory LLC115,457$4.80M0.0%+11.8%0.188%
2/6/2025 Jones Financial Companies Lllp12,102$504K0.0%+18.8%0.020%
2/5/2025 Whipplewood Advisors LLC27,789$1.16M0.7%N/A0.045%
2/4/2025 Bank of New York Mellon Corp492,813$20.51M0.0%+1.8%0.801%
2/4/2025 Golden Bell Financial Planning LLC17,468$727K0.7%N/A0.028%
2/4/2025 Wealthspire Advisors LLC98,401$4.09M0.0%+5.7%0.160%
2/4/2025 Arbor Investment Advisors LLC863,662$35.94M5.0%-0.6%1.403%
2/3/2025 Callan Capital LLC276,939$11.52M0.8%-5.7%0.450%
2/3/2025 WealthBridge Capital Management LLC76,618$3.19M0.9%+2.1%0.124%
2/3/2025 Private Advisor Group LLC36,800$1.53M0.0%-13.7%0.060%
1/31/2025 Creative Capital Management Investments LLC4,981$207K0.1%-33.5%0.008%
1/31/2025 Traction Financial Partners LLC106,470$4.43M3.4%+512.9%0.174%
1/31/2025 Atria Wealth Solutions Inc.8,191$341K0.0%N/A0.013%
1/31/2025 D.A. Davidson & CO.22,392$932K0.0%+10.4%0.037%
1/31/2025 Empower Advisory Group LLC5,656$235K0.0%+10.1%0.009%
1/31/2025 Sanctuary Advisors LLC37,364$1.61M0.0%+2.9%0.061%
1/31/2025 JFS Wealth Advisors LLC60,893$2.53M0.2%-4.3%0.100%
1/30/2025 Strategic Financial Concepts LLC42,303$1.76M0.1%N/A0.069%
1/30/2025 Tanglewood Legacy Advisors LLC2,189$91K0.0%N/A0.004%
1/29/2025 Three Bridge Wealth Advisors LLC191,374$7.96M2.8%-1.6%0.313%
1/29/2025 Atlantic Edge Private Wealth Management LLC2,680$112K0.0%+502.2%0.004%
1/29/2025 Stonebridge Financial Group LLC627,558$26.11M2.9%N/A1.026%
1/28/2025 Arlington Financial Advisors LLC170,241$7.08M1.4%-0.5%0.278%
1/28/2025 Strategic Financial Concepts LLC42,303$1.76M0.0%N/A0.069%
1/27/2025 Oakworth Capital Inc.3,758$156K0.0%-21.6%0.006%
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1/27/2025 Financial Advocates Investment Management11,205$466K0.0%-22.3%0.018%
1/27/2025 Lion Street Advisors LLC29,194$1.22M0.4%+2.9%0.048%
1/27/2025 Stratos Wealth Partners LTD.15,016$625K0.0%-2.5%0.025%
1/27/2025 Mather Group LLC.6,432$268K0.0%+206.7%0.011%
1/24/2025 EQ Wealth Advisors LLC47,855$1.99M1.7%N/A0.078%
1/24/2025 Resonant Capital Advisors LLC33,492$1.39M0.1%-8.8%0.055%
1/24/2025 CENTRAL TRUST Co7,573$315K0.0%-15.5%0.012%
1/24/2025 Spire Wealth Management8,644$360K0.0%+4.9%0.014%
1/23/2025 Oxler Private Wealth LLC16,316$679K0.2%-17.5%0.027%
1/23/2025 Capital Investment Advisory Services LLC2,685$112K0.0%-40.9%0.004%
(Data available from 1/1/2016 forward)

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PRFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PRFZ shares?

During the previous two years, 253 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. ($819.08M), Charles Schwab Investment Advisory Inc. ($799.64M), Bank of America Corp DE ($108.67M), Waverly Advisors LLC ($54.97M), LPL Financial LLC ($51.58M), First Foundation Advisors ($46.02M), and Raymond James Financial Inc. ($42.00M).Learn more on PRFZ's institutional investors.

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

Of the 233 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), Raymond James Financial Inc. ($2.02M), Waverly Advisors LLC ($1.34M), Invesco Ltd. ($1.08M), First Foundation Advisors ($956.99K), Bank of New York Mellon Corp ($847.97K), and Raymond James & Associates ($821.29K).

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

Institutional investors have bought a total of 33,319,924 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 109 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 Management Inc. ($920.49K), Charles Schwab Investment Advisory Inc. ($830.73K), Wealth Enhancement Advisory Services LLC ($743.04K), Baird Financial Group Inc. ($254.46K), Waverly Advisors LLC ($125.32K), Solitude Financial Services ($83.99K), and Raymond James & Associates ($81.03K).

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

Institutional investors have sold a total of 3,778,812 shares in the last 24 months. This volume of shares sold represents approximately $154.77M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 3/26/2025 by MarketBeat.com Staff
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