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

Invesco RAFI US 1500 Small-Mid ETF logo
$41.56 +0.33 (+0.80%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$271.64M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$121.03M
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PRFZ Institutional Buying and Selling by Quarter

Invesco 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
7/16/2025Kathmere Capital Management LLC11,670$475K0.0%-3.3%0.020%
7/16/2025Perigon Wealth Management LLC125,549$5.11M0.1%-5.5%0.217%
7/15/2025 Verum Partners LLC146,392$5.95M1.4%+96.2%0.254%
7/15/2025 Traction Financial Partners LLC103,613$4.21M2.9%+0.6%0.179%
7/15/2025 Marquette Asset Management LLC22,280$906K0.2%-47.3%0.039%
7/14/2025 Sound Stewardship LLC78,085$3.18M1.6%+2.8%0.135%
7/11/2025 Farther Finance Advisors LLC1,574$64K0.0%+61.3%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC471,556$19.85M0.0%-10.2%0.816%
7/9/2025 Dynamic Advisor Solutions LLC217,953$8.86M0.3%+4.0%0.375%
7/9/2025 Breakwater Capital Group51,579$2.10M0.3%N/A0.089%
7/8/2025 Legacy Private Trust Co.84,002$3.42M0.2%-12.7%0.145%
7/8/2025 Parallel Advisors LLC18,400$748K0.0%-10.6%0.032%
7/7/2025 OMNI 360 Wealth Inc.20,748$844K0.4%-5.2%0.036%
7/2/2025 Capital Market Strategies LLC6,835$278K0.2%-11.3%0.012%
7/2/2025 Boston Standard Wealth Management LLC44,623$1.82M0.3%+8.2%0.076%
5/20/2025Focus Partners Wealth158,505$6.00M0.0%+24.4%0.270%
5/16/2025Bell Investment Advisors Inc7,640$289K0.1%+122.8%0.013%
5/16/2025Jones Financial Companies Lllp2,610$99K0.0%-78.4%0.004%
5/16/2025Ancora Advisors LLC5,100$193K0.0%+10.9%0.009%
5/15/2025EP Wealth Advisors LLC13,481$510K0.0%+19.8%0.023%
5/15/2025Royal Bank of Canada727,681$27.55M0.0%+5.3%1.239%
5/15/2025Baird Financial Group Inc.295,448$11.19M0.0%-1.4%0.503%
5/14/2025Ieq Capital LLC17,799$674K0.0%+16.8%0.030%
5/14/2025WCG Wealth Advisors LLC160,351$6.07M0.5%-14.7%0.273%
5/14/2025Northwestern Mutual Wealth Management Co.30,492$1.15M0.0%-27.5%0.052%
5/14/2025Kestra Advisory Services LLC31,748$1.20M0.0%-3.1%0.054%
5/14/2025Bragg Financial Advisors Inc9,060$343K0.0%N/A0.015%
5/13/2025Steward Partners Investment Advisory LLC123,143$4.66M0.0%+6.7%0.210%
5/13/2025Raymond James Financial Inc.1,021,350$38.67M0.0%+1.2%1.739%
5/13/2025Cresset Asset Management LLC10,714$406K0.0%+3.2%0.018%
5/13/2025NFP Retirement Inc.410,338$15.54M1.2%-2.4%0.699%
5/13/2025Russell Investments Group Ltd.2,300$87K0.0%N/A0.004%
5/13/2025HighTower Advisors LLC116,937$4.43M0.0%+6.1%0.199%
5/12/2025Independent Advisor Alliance27,636$1.05M0.0%-79.1%0.047%
5/12/2025SouthState Corp6,150$233K0.0%N/A0.010%
5/12/2025Invesco Ltd.499,514$18.91M0.0%+11.9%0.851%
5/12/2025AlphaCore Capital LLC6,915$262K0.0%N/A0.012%
5/9/2025Charles Schwab Investment Management Inc.20,959,358$793.52M0.1%+6.5%35.694%
5/9/2025WealthShield Partners LLC11,656$441K0.1%-2.6%0.020%
5/9/2025Wealthspire Advisors LLC97,538$3.69M0.0%-0.9%0.166%
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5/8/2025TIAA Trust National Association5,979$226K0.0%-19.9%0.010%
5/8/2025US Bancorp DE32,087$1.22M0.0%-19.4%0.055%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,165$309K0.0%-17.9%0.014%
5/8/2025NorthRock Partners LLC3,596$136K0.0%+9.6%0.006%
5/8/2025First Foundation Advisors1,013,774$38.38M1.6%-8.3%1.730%
5/7/2025LPL Financial LLC1,083,891$41.04M0.0%-12.6%1.849%
5/7/2025Trilogy Capital Inc.9,155$347K0.0%-3.4%0.016%
5/6/2025Assetmark Inc.4,624$175K0.0%+26.7%0.008%
5/6/2025Cetera Investment Advisers431,612$16.34M0.0%+0.9%0.735%
5/6/2025Avantax Advisory Services Inc.505,921$19.15M0.1%+23.3%0.862%
5/6/2025Three Bridge Wealth Advisors LLC192,467$7.29M2.5%+0.6%0.328%
5/6/2025SFE Investment Counsel20,948$793K0.2%N/A0.036%
5/6/2025Accredited Investors Inc.194,861$7.38M0.5%-3.2%0.332%
5/6/2025PFG Advisors43,204$1.64M0.1%+2.3%0.074%
5/5/2025IFP Advisors Inc1,920$73K0.0%+7,284.6%0.003%
5/5/2025Private Advisor Group LLC34,894$1.32M0.0%-5.2%0.059%
5/5/2025Diversify Advisory Services LLC35,553$1.32M0.1%+2.0%0.061%
5/2/2025Wealthfront Advisers LLC9,364$355K0.0%-22.1%0.016%
5/2/2025Sigma Planning Corp9,054$343K0.0%+9.3%0.015%
5/1/2025CWM LLC6,706$254K0.0%+33.2%0.011%
4/30/2025Cerity Partners LLC130,699$4.95M0.0%+2.8%0.220%
4/30/2025Stratos Wealth Partners LTD.17,900$678K0.0%+19.2%0.030%
4/30/2025Brown Advisory Inc.7,415$281K0.0%N/A0.012%
4/29/2025Callan Capital LLC271,234$10.27M0.8%-2.1%0.456%
4/29/2025Envestnet Asset Management Inc.91,747$3.47M0.0%-12.1%0.154%
4/29/2025 Silver Oak Securities Incorporated7,101$269K0.0%N/A0.012%
4/28/2025D.A. Davidson & CO.25,391$961K0.0%+13.4%0.043%
4/25/2025 Mather Group LLC.5,899$223K0.0%-8.3%0.009%
4/25/2025EnRich Financial Partners LLC11,364$430K0.1%-13.0%0.018%
4/25/2025Arbor Investment Advisors LLC884,992$33.51M4.6%+2.5%1.380%
4/25/2025Stonebridge Financial Group LLC670,623$25.39M2.7%+6.9%1.046%
4/25/2025WealthBridge Capital Management LLC77,457$2.93M0.8%+1.1%0.121%
4/23/2025Perigon Wealth Management LLC132,839$5.03M0.1%-2.5%0.207%
4/23/2025Spire Wealth Management7,818$296K0.0%-9.6%0.012%
4/22/2025JFS Wealth Advisors LLC59,641$2.26M0.2%-2.1%0.093%
4/22/2025Cambridge Investment Research Advisors Inc.18,814$712K0.0%+56.8%0.029%
4/18/2025Lion Street Advisors LLC26,399$999K0.3%-9.6%0.041%
4/18/2025Cornerstone Wealth Management LLC129,811$4.92M0.3%+1.2%0.202%
4/18/2025Clarius Group LLC53,453$2.02M0.1%-2.8%0.083%
4/18/2025Creative Capital Management Investments LLC4,240$161K0.1%-14.9%0.007%
4/17/2025Janney Montgomery Scott LLC8,073$306K0.0%-11.5%0.013%
4/17/2025Brighton Jones LLC24,291$920K0.0%-3.5%0.038%
4/17/2025 Dynamic Advisor Solutions LLC209,521$7.93M0.3%+9.9%0.327%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC56,822$2.15M0.0%-12.9%0.089%
4/16/2025 Wealth Enhancement Advisory Services LLC525,359$19.89M0.0%-1.9%0.819%
4/15/2025 Traction Financial Partners LLC103,007$3.90M3.0%-3.3%0.161%
4/15/2025Integrated Advisors Network LLC5,707$216K0.0%N/A0.009%
4/15/2025 GAMMA Investing LLC2,354$89K0.0%+64.2%0.004%
4/14/2025Courier Capital LLC6,750$256K0.0%N/A0.011%
4/14/2025Revolve Wealth Partners LLC13,838$524K0.1%+11.2%0.022%
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4/11/2025 Verum Partners LLC74,597$2.82M0.8%+207.8%0.121%
4/10/2025Charles Schwab Trust Co71,872$2.72M0.2%+2.8%0.116%
4/10/2025KWB Wealth28,949$1.21M0.1%-12.7%0.047%
4/10/2025Johnson & White Wealth Management LLC229,594$8.69M4.9%+4.5%0.372%
4/9/2025 Marquette Asset Management LLC42,280$1.60M0.3%-1.1%0.068%
4/9/2025Arlington Financial Advisors LLC161,572$6.12M1.1%-5.1%0.262%
4/8/2025 Boston Standard Wealth Management LLC41,251$1.57M0.3%-2.5%0.067%
4/7/2025 GAMMA Investing LLC89,122$33.74M0.0%+6,114.9%0.144%
4/4/2025 Legacy Private Trust Co.96,250$3.64M0.3%-1.5%0.156%
3/17/2025 Wealth Enhancement Advisory Services LLC535,494$22.28M0.0%-58.1%0.870%
(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, 263 institutional investors and hedge funds held shares of Invesco RAFI US 1500 Small-Mid ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($799.64M), Charles Schwab Investment Management Inc. ($793.52M), Bank of America Corp DE ($108.67M), Waverly Advisors LLC ($54.97M), LPL Financial LLC ($41.04M), Raymond James & Associates ($38.92M), and Raymond James Financial Inc. ($38.67M).Learn more on Invesco RAFI US 1500 Small-Mid ETF's institutional investors.

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

Of the 244 institutional investors that purchased Invesco RAFI US 1500 Small-Mid ETF's 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. ($2.03M), Waverly Advisors LLC ($1.34M), Charles Schwab Investment Management Inc. ($1.27M), Invesco Ltd. ($1.13M), First Foundation Advisors ($956.99K), and Bank of New York Mellon Corp ($847.97K).

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

Institutional investors have bought a total of 6,754,980 shares in the last 24 months. This purchase volume represents approximately $271.64M in transactions.

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

Of the 95 institutional investors that sold Invesco RAFI US 1500 Small-Mid ETF's 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), Wealth Enhancement Advisory Services LLC ($806.97K), Baird Financial Group Inc. ($258.75K), LPL Financial LLC ($155.71K), Independent Advisor Alliance ($104.34K), First Foundation Advisors ($92.13K), and Waverly Advisors LLC ($55.02K).

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

Institutional investors have sold a total of 2,969,431 shares in the last 24 months. This volume of shares sold represents approximately $121.03M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 7/16/2025 by MarketBeat.com Staff
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