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

$41.51

-0.55 (-1.31%)

(As of 09/20/2024 ET)

Number of Institutional Buyers (last 12 months): 181
Total Institutional Inflows (last 12 months): $972.93M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $51.58M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	35,050	$1.31M	0.0%	N/A	0.057%
8/28/2024	RiverFront Investment Group LLC	9,375	$358K	0.0%	N/A	0.015%
8/22/2024	Cetera Investment Advisers	424,811	$16.20M	0.0%	+4.3%	0.694%
8/19/2024	EP Wealth Advisors LLC	3,982	$152K	0.0%	N/A	0.007%
8/16/2024	Traction Financial Partners LLC	16,361	$650K	0.5%	+107.6%	0.027%
8/16/2024	Regal Investment Advisors LLC	131,020	$5.00M	0.3%	+4.2%	0.214%
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8/16/2024	Northwestern Mutual Wealth Management Co.	29,077	$1.11M	0.0%	+8.9%	0.048%
8/16/2024	Silver Lake Advisory LLC	8,150	$311K	0.0%	N/A	0.013%
8/16/2024	Creative Planning	96,621	$3.69M	0.0%	+6.9%	0.158%
8/14/2024	Fidelis Capital Partners LLC	17,975	$681K	0.1%	+24.0%	0.029%
8/13/2024	Callan Capital LLC	290,443	$11.08M	0.9%	-0.9%	0.475%
8/13/2024	GM Advisory Group LLC	7,375	$281K	0.0%	N/A	0.012%
8/12/2024	Brighton Jones LLC	24,935	$951K	0.0%	+14.0%	0.041%
8/12/2024	WCG Wealth Advisors LLC	201,090	$7.67M	0.6%	N/A	0.329%
8/12/2024	Carolinas Wealth Consulting LLC	1,239	$47K	0.0%	-34.3%	0.002%
8/12/2024	Mercer Global Advisors Inc. ADV	174,411	$6.65M	0.0%	-1.8%	0.285%
8/9/2024	CBIZ Investment Advisory Services LLC	1,790	$68K	0.0%	N/A	0.003%
8/8/2024	Lyell Wealth Management LP	6,774	$258K	0.0%	N/A	0.011%
8/8/2024	Envestnet Asset Management Inc.	102,981	$3.93M	0.0%	-10.8%	0.168%
8/8/2024	Wealthspire Advisors LLC	9,476	$361K	0.0%	+79.0%	0.015%
8/8/2024	Parallel Advisors LLC	21,765	$830K	0.0%	-2.5%	0.036%
8/8/2024	PFG Advisors	35,417	$1.35M	0.1%	-1.7%	0.058%
8/8/2024	LPL Financial LLC	1,219,068	$46.50M	0.0%	+2.7%	1.992%
8/7/2024	Sachetta LLC	14,833	$616K	0.3%	-54.3%	0.024%
8/6/2024	First Foundation Advisors	1,027,074	$39.17M	1.5%	+21.7%	1.678%
8/6/2024	Waddell & Associates LLC	18,583	$709K	0.1%	-5.2%	0.030%
8/6/2024	Savant Capital LLC	35,627	$1.36M	0.0%	+199.7%	0.058%
8/5/2024	Private Advisor Group LLC	42,201	$1.61M	0.0%	-2.9%	0.069%
8/2/2024	Larson Financial Group LLC	9,072	$346K	0.0%	+4.2%	0.015%
8/2/2024	WealthBridge Capital Management LLC	68,485	$2.61M	0.9%	+3.3%	0.112%
7/31/2024	Essex Financial Services Inc.	12,034	$459K	0.0%	N/A	0.020%
7/31/2024	Commonwealth Equity Services LLC	269,154	$10.27M	0.0%	-3.1%	0.440%
7/31/2024	Private Ocean LLC	81,849	$3.12M	0.3%	-2.3%	0.134%
7/30/2024	Sterling Financial Planning Inc.	14,659	$559K	0.2%	-10.6%	0.024%
7/26/2024	Bank of New York Mellon Corp	484,008	$18.46M	0.0%	+9.5%	0.791%
7/24/2024	Sound Stewardship LLC	77,723	$2.96M	1.8%	-0.6%	0.127%
7/20/2024	Accredited Investors Inc.	212,445	$8.10M	0.5%	-13.5%	0.347%
7/19/2024	Johnson & White Wealth Management LLC	195,827	$7.47M	7.1%	+16.1%	0.320%
7/19/2024	Western Wealth Management LLC	13,394	$511K	0.0%	+5.3%	0.022%
7/19/2024	Western Financial Corp CA	5,629	$215K	0.1%	N/A	0.009%
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7/19/2024	Raymond James & Associates	929,679	$35.46M	0.0%	-5.1%	1.517%
7/19/2024	Solitude Financial Services	7,255	$277K	0.1%	-15.9%	0.012%
7/19/2024	Oakworth Capital Inc.	4,791	$183K	0.0%	+25.0%	0.008%
7/18/2024	Silver Lake Advisory LLC	8,150	$311K	0.1%	N/A	0.013%
7/17/2024	Arlington Financial Advisors LLC	175,733	$6.70M	1.5%	-1.6%	0.287%
7/16/2024	Cornerstone Wealth Management LLC	126,570	$4.83M	0.4%	+1.6%	0.207%
7/16/2024	Wealth Enhancement Advisory Services LLC	1,206,857	$46.03M	0.1%	+3.0%	1.970%
7/16/2024	Sequoia Financial Advisors LLC	10,565	$403K	0.0%	+11.9%	0.017%
7/15/2024	Dynamic Advisor Solutions LLC	185,116	$7.06M	0.2%	-26.3%	0.302%
7/15/2024	Verum Partners LLC	24,186	$922K	0.3%	-6.2%	0.039%
7/13/2024	GSG Advisors LLC	39,684	$1.50M	0.5%	-13.4%	0.065%
7/12/2024	Diversify Advisory Services LLC	31,382	$1.18M	0.1%	-4.6%	0.051%
7/12/2024	Lion Street Advisors LLC	25,119	$958K	0.4%	-2.5%	0.041%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	67,793	$2.59M	0.1%	-2.0%	0.111%
7/11/2024	Clarius Group LLC	54,978	$2.10M	0.1%	-8.3%	0.090%
7/10/2024	Boston Standard Wealth Management LLC	41,251	$1.57M	0.3%	+0.9%	0.067%
7/10/2024	Fortitude Family Office LLC	3,885	$148K	0.1%	-24.9%	0.006%
7/10/2024	CWM LLC	2,418	$92K	0.0%	+27.7%	0.004%
7/9/2024	Mather Group LLC.	6,424	$252K	0.0%	+273.9%	0.010%
7/3/2024	Hoese & Co LLP	5,980	$233K	0.2%	-32.7%	0.010%
7/1/2024	Kathmere Capital Management LLC	13,221	$496K	0.1%	+6.3%	0.022%
7/1/2024	Capital Market Strategies LLC	7,915	$302K	0.2%	-7.0%	0.013%
5/24/2024	Cetera Advisor Networks LLC	404,430	$15.89M	0.1%	+1.8%	0.661%
5/24/2024	Cetera Investment Advisers	407,410	$16.00M	0.0%	N/A	0.665%
5/17/2024	Comerica Bank	7,587	$298K	0.0%	-8.7%	0.012%
5/16/2024	Waverly Advisors LLC	1,561,258	$61.33M	1.4%	-4.3%	2.547%
5/13/2024	O Shaughnessy Asset Management LLC	3,645	$143K	0.0%	+59.2%	0.006%
5/10/2024	First Foundation Advisors	844,240	$33.16M	1.3%	+53.1%	1.379%
5/9/2024	Orion Portfolio Solutions LLC	22,233	$873K	0.0%	-38.3%	0.036%
5/9/2024	Charles Schwab Investment Advisory Inc.	20,357,310	$799.64M	1.1%	-3.1%	33.247%
5/8/2024	Heritage Wealth Advisors	1,740	$68K	0.0%	+987.5%	0.003%
5/8/2024	Avantax Advisory Services Inc.	293,505	$11.53M	0.1%	+9.9%	0.479%
5/8/2024	US Bancorp DE	40,843	$1.60M	0.0%	-14.8%	0.067%
5/7/2024	PFG Advisors	36,039	$1.42M	0.1%	+13.8%	0.059%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	8,580	$337K	0.0%	-40.4%	0.014%
5/7/2024	Wealthspire Advisors LLC	5,294	$208K	0.0%	-20.6%	0.009%
5/3/2024	Larson Financial Group LLC	8,707	$342K	0.0%	+9.4%	0.014%
5/3/2024	Callan Capital LLC	292,985	$11.51M	1.0%	-1.4%	0.481%
5/2/2024	Fidelis Capital Partners LLC	14,500	$570K	0.1%	N/A	0.024%
5/2/2024	Palisade Asset Management LLC	970	$38K	0.0%	N/A	0.002%
5/1/2024	Janney Montgomery Scott LLC	5,269	$207K	0.0%	N/A	0.009%
5/1/2024	BOK Financial Private Wealth Inc.	2,000	$79K	0.0%	N/A	0.003%
5/1/2024	Diversify Advisory Services LLC	32,878	$1.28M	0.1%	N/A	0.054%
4/30/2024	Private Advisor Group LLC	43,459	$1.71M	0.0%	-1.3%	0.071%
4/30/2024	WealthBridge Capital Management LLC	66,272	$2.60M	0.9%	+2.1%	0.109%
4/30/2024	Perigon Wealth Management LLC	121,258	$4.76M	0.1%	+6.9%	0.199%
4/30/2024	Townsend Asset Management Corp NC ADV	9,739	$383K	0.2%	-3.9%	0.016%
4/29/2024	Commonwealth Equity Services LLC	277,821	$10.91M	0.0%	+0.2%	0.456%
4/29/2024	Benjamin F. Edwards & Company Inc.	717	$28K	0.0%	+169.5%	0.001%
4/24/2024	Oxler Private Wealth LLC	20,358	$800K	0.3%	-2.4%	0.034%
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4/23/2024	Arbor Investment Advisors LLC	827,095	$32.49M	4.8%	+1.9%	1.368%
4/23/2024	Raymond James Financial Services Advisors Inc.	124,127	$4.88M	0.0%	-0.8%	0.205%
4/22/2024	Oakworth Capital Inc.	3,834	$151K	0.0%	N/A	0.006%
4/22/2024	Raymond James & Associates	980,138	$38.50M	0.0%	-2.7%	1.621%
4/22/2024	Solitude Financial Services	8,630	$339K	0.2%	-90.4%	0.014%
4/20/2024	KWB Wealth	39,007	$1.53M	0.2%	-19.0%	0.065%
4/19/2024	Cornerstone Wealth Management LLC	124,601	$4.89M	0.4%	+3.5%	0.206%
4/18/2024	Verum Partners LLC	25,792	$1.01M	0.4%	-2.1%	0.043%
4/18/2024	Arlington Financial Advisors LLC	178,625	$7.02M	1.5%	-24.3%	0.296%
4/17/2024	Private Ocean LLC	83,790	$3.29M	0.3%	-1.3%	0.139%

(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, 226 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 Advisory Inc. ($799.64M), Waverly Advisors LLC ($61.33M), WA Asset Management LLC ($46.86M), LPL Financial LLC ($46.50M), Wealth Enhancement Advisory Services LLC ($46.03M), First Foundation Advisors ($39.17M), and Raymond James & Associates ($35.46M).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 ($817.97K), and Arbor Investment Advisors LLC ($673.79K).
How much institutional buying is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?: Institutional investors have bought a total of 29,575,621 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 99 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), Raymond James & Associates ($131.74K), Solitude Financial Services ($84.25K), Waverly Advisors LLC ($70.29K), Arlington Financial Advisors LLC ($67.07K), Dynamic Advisor Solutions LLC ($66.08K), and Accredited Investors Inc. ($48.66K).
How much institutional selling is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?: Institutional investors have sold a total of 1,849,978 shares in the last 24 months. This volume of shares sold represents approximately $80.09M in transactions.