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

Invesco FTSE RAFI US 1500 Small-Mid ETF logo
$42.62 +0.18 (+0.42%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$124.92M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$73.00M
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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
1/17/2025Janney Montgomery Scott LLC9,126$380K0.0%+4.8%0.015%
1/17/2025Sheets Smith Wealth Management5,670$236K0.0%-45.1%0.009%
1/16/2025Charles Schwab Trust Co69,935$2.91M0.2%-2.9%0.114%
1/16/2025Hoese & Co LLP860$36K0.0%-67.9%0.001%
1/16/2025Prairiewood Capital LLC9,802$408K0.2%-3.8%0.016%
1/16/2025Diversify Advisory Services LLC34,857$1.43M0.1%+2.0%0.057%
1/15/2025 Smith Salley Wealth Management20,070$835K0.1%-9.6%0.033%
1/15/2025 Decker Retirement Planning Inc.1,463$61K0.0%N/A0.002%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC65,267$2.72M0.1%-3.7%0.107%
1/14/2025 Marquette Asset Management LLC42,744$1.78M0.3%-3.1%0.070%
1/14/2025 KWB Wealth33,163$1.38M0.2%-11.9%0.054%
1/13/2025 Johnson & White Wealth Management LLC219,672$9.16M5.5%+6.8%0.359%
1/10/2025 Wealth Enhancement Advisory Services LLC1,277,190$53.07M0.1%-0.1%2.086%
1/8/2025 Legacy Private Trust Co.97,756$4.07M0.3%-2.3%0.160%
12/26/2024JPMorgan Chase & Co.54,919$2.28M0.0%+23.1%0.089%
11/25/2024Sanctuary Advisors LLC36,315$1.62M0.0%+3.6%0.059%
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%
11/15/2024Quantinno Capital Management LP12,424$516K0.0%N/A0.020%
11/15/2024HighTower Advisors LLC111,830$4.65M0.0%+3.2%0.181%
11/14/2024Tradition Wealth Management LLC13,168$547K0.0%-2.0%0.021%
11/14/2024Captrust Financial Advisors285,306$11.85M0.0%-0.3%0.463%
11/14/2024Rockefeller Capital Management L.P.17,812$728K0.0%-5.3%0.029%
11/13/2024FMR LLC32,059$1.33M0.0%+9.8%0.052%
11/13/2024D.A. Davidson & CO.20,279$843K0.0%+63.5%0.033%
11/13/2024Private Trust Co. NA995$41K0.0%+73.0%0.002%
11/12/2024Larson Financial Group LLC12,198$507K0.0%+34.5%0.020%
11/12/2024Cerity Partners LLC134,945$5.61M0.0%+11.7%0.219%
11/12/2024Waddell & Associates LLC18,346$762K0.1%-1.3%0.030%
11/12/2024GenTrust LLC5,005$208K0.0%N/A0.008%
11/12/2024Charles Schwab Investment Management Inc.20,142,188$836.91M0.2%-2.2%32.677%
11/6/2024Accredited Investors Inc.206,959$8.60M0.5%-2.6%0.336%
11/6/2024Oak Harbor Wealth Partners LLC1,380$57K0.0%N/A0.002%
11/6/2024Traction Financial Partners LLC17,371$722K0.6%+6.2%0.028%
11/5/2024Empower Advisory Group LLC5,136$213K0.0%-33.2%0.008%
11/5/2024Aptus Capital Advisors LLC5,580$232K0.0%-10.2%0.009%
11/4/2024Addison Advisors LLC1,625$68K0.0%-48.4%0.003%
11/4/2024Sigma Planning Corp8,249$343K0.0%+22.2%0.013%
10/30/2024Solitude Financial Services5,650$235K0.1%-22.1%0.009%
10/29/2024Creative Capital Management Investments LLC7,488$311K0.1%-66.7%0.012%
10/29/2024Farther Finance Advisors LLC650$27K0.0%N/A0.001%
10/28/2024US Bancorp DE39,843$1.66M0.0%-2.2%0.065%
10/25/2024Financial Advocates Investment Management14,412$599K0.0%-6.6%0.023%
10/25/2024Diversify Advisory Services LLC34,176$1.42M0.1%+8.9%0.055%
10/24/2024Arbor Investment Advisors LLC869,260$36.12M4.8%+1.1%1.410%
10/24/2024Sound Stewardship LLC76,947$3.20M1.8%-1.0%0.125%
10/24/2024Hibernia 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%
10/23/2024Brighton Jones LLC25,232$1.05M0.0%+1.2%0.041%
10/22/2024Private Advisor Group LLC42,639$1.77M0.0%+1.0%0.069%
10/22/2024Sequoia 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%
10/16/2024Nottingham Advisors Inc.6,750$280K0.0%-22.9%0.011%
10/16/2024Cornerstone Wealth Management LLC129,281$5.37M0.4%+2.1%0.210%
10/16/2024Market Street Wealth Management Advisors LLC13,725$570K0.1%-8.8%0.022%
10/11/2024Creative Planning114,377$4.75M0.0%+18.4%0.186%
10/11/2024Oxler Private Wealth LLC19,774$822K0.3%-3.3%0.032%
10/10/2024Lion Street Advisors LLC28,368$1.18M0.4%+12.9%0.046%
10/10/2024Valeo Financial Advisors LLC7,363$306K0.0%-7.6%0.012%
10/9/2024Charles Schwab Trust Co71,995$2.99M0.3%-8.9%0.117%
10/9/2024 Fermata Advisors LLC5,766$240K0.0%N/A0.009%
10/9/2024Hoese & Co LLP2,675$111K0.1%-55.3%0.004%
10/9/2024UMB Bank n.a.1,936$80K0.0%-16.6%0.003%
10/8/2024CWM LLC3,328$138K0.0%+37.6%0.005%
10/8/2024Dynamic Advisor Solutions LLC191,952$7.98M0.2%+3.7%0.312%
10/8/2024Mather Group LLC.2,097$87K0.0%-67.4%0.003%
10/7/2024Boston Standard Wealth Management LLC42,523$1.77M0.3%+3.1%0.069%
10/7/2024WealthBridge 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%
8/28/2024RiverFront Investment Group LLC9,375$358K0.0%N/A0.015%
8/22/2024Cetera Investment Advisers424,811$16.20M0.0%+4.3%0.694%
8/19/2024EP Wealth Advisors LLC3,982$152K0.0%N/A0.007%
8/16/2024Traction Financial Partners LLC16,361$650K0.5%+107.6%0.027%
8/16/2024Regal Investment Advisors LLC131,020$5.00M0.3%+4.2%0.214%
8/16/2024Northwestern Mutual Wealth Management Co.29,077$1.11M0.0%+8.9%0.048%
8/16/2024Silver Lake Advisory LLC8,150$311K0.0%N/A0.013%
8/16/2024Creative Planning96,621$3.69M0.0%+6.9%0.158%
8/14/2024Fidelis Capital Partners LLC17,975$681K0.1%+24.0%0.029%
8/13/2024Callan Capital LLC290,443$11.08M0.9%-0.9%0.475%
8/13/2024GM Advisory Group LLC7,375$281K0.0%N/A0.012%
8/12/2024Brighton Jones LLC24,935$951K0.0%+14.0%0.041%
8/12/2024WCG Wealth Advisors LLC201,090$7.67M0.6%N/A0.329%
8/12/2024Carolinas Wealth Consulting LLC1,239$47K0.0%-34.3%0.002%
8/12/2024Mercer 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%
8/8/2024Lyell Wealth Management LP6,774$258K0.0%N/A0.011%
8/8/2024Envestnet Asset Management Inc.102,981$3.93M0.0%-10.8%0.168%
8/8/2024Wealthspire Advisors LLC9,476$361K0.0%+79.0%0.015%
8/8/2024Parallel Advisors LLC21,765$830K0.0%-2.5%0.036%
8/8/2024PFG Advisors35,417$1.35M0.1%-1.7%0.058%
8/8/2024LPL Financial LLC1,219,068$46.50M0.0%+2.7%1.992%
8/7/2024Sachetta LLC14,833$616K0.3%-54.3%0.024%
8/6/2024First Foundation Advisors1,027,074$39.17M1.5%+21.7%1.678%
8/6/2024Waddell & Associates LLC18,583$709K0.1%-5.2%0.030%
8/6/2024Savant Capital LLC35,627$1.36M0.0%+199.7%0.058%
8/5/2024Private Advisor Group LLC42,201$1.61M0.0%-2.9%0.069%
8/2/2024Larson Financial Group LLC9,072$346K0.0%+4.2%0.015%
8/2/2024WealthBridge Capital Management LLC68,485$2.61M0.9%+3.3%0.112%
(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, 229 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 ($53.07M), 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 29,690,063 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 104 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 2,232,770 shares in the last 24 months. This volume of shares sold represents approximately $93.40M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 1/18/2025 by MarketBeat.com Staff
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