Free Trial

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

Invesco RAFI US 1500 Small-Mid ETF logo
$46.01 +0.08 (+0.17%)
As of 03:45 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$278.99M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$131.26M
Get PRFZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco RAFI US 1500 Small-Mid ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PRFZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC20,614$838K0.0%+1.4%0.036%
9/4/2025Osaic Holdings Inc.39,395$1.60M0.0%+26.9%0.069%
8/27/2025Orion Porfolio Solutions LLC8,419$342K0.0%-13.7%0.015%
8/19/2025Advisory Services Network LLC41,892$1.74M0.0%+2.5%0.073%
8/18/2025Geneos Wealth Management Inc.1,799$73K0.0%+47.7%0.003%
8/15/2025Tower Research Capital LLC TRC 16,025$652K0.0%+25.2%0.028%
8/15/2025Corient Private Wealth LLC20,614$838K0.0%+1.4%0.036%
8/15/2025Equitable Holdings Inc.144,416$5.87M0.0%-33.6%0.252%
8/15/2025Captrust Financial Advisors254,886$10.37M0.0%+1.7%0.445%
8/15/2025Vident Advisory LLC5,129$209K0.0%-5.2%0.009%
8/15/2025Snowden Capital Advisors LLC7,240$294K0.0%-3.7%0.013%
8/15/2025Orion Porfolio Solutions LLC8,419$342K0.0%-13.7%0.015%
8/15/2025Modern Wealth Management LLC53,048$2.16M0.1%N/A0.093%
8/15/2025EP Wealth Advisors LLC11,199$455K0.0%-16.9%0.020%
8/15/2025Benjamin Edwards Inc.18,568$755K0.0%N/A0.032%
8/15/2025Bank of America Corp DE2,500,637$101.70M0.0%-2.4%4.366%
8/15/2025Ameriprise Financial Inc.86,849$3.53M0.0%-2.8%0.152%
8/14/2025Jane Street Group LLC5,299$216K0.0%N/A0.009%
8/14/2025Raymond James Financial Inc.1,034,412$42.07M0.0%+1.3%1.806%
8/14/2025Quantinno Capital Management LP16,602$675K0.0%+13.8%0.029%
8/14/2025Diversify Advisory Services LLC41,166$1.76M0.1%+15.8%0.072%
8/14/2025Peapack Gladstone Financial Corp8,745$356K0.0%+50.1%0.015%
8/14/2025Vertex Planning Partners LLC7,371$300K0.1%-3.2%0.013%
8/14/2025Cerity Partners LLC131,896$5.36M0.0%+0.9%0.230%
8/13/2025Cresset Asset Management LLC10,379$422K0.0%-3.1%0.018%
8/13/2025Brown Advisory Inc.5,720$233K0.0%-22.9%0.010%
8/13/2025M Holdings Securities Inc.27,390$1.11M0.2%N/A0.048%
8/13/2025Baird Financial Group Inc.297,148$12.09M0.0%+0.6%0.519%
8/13/2025Invesco Ltd.353,348$14.37M0.0%-29.3%0.617%
8/13/2025CW Advisors LLC6,967$283K0.0%N/A0.012%
8/13/2025WCG Wealth Advisors LLC254,551$10.35M0.7%+58.7%0.444%
8/13/2025Oxler Private Wealth LLC15,349$624K0.2%-6.0%0.027%
8/13/2025Northwestern Mutual Wealth Management Co.31,978$1.30M0.0%+4.9%0.056%
8/13/2025Russell Investments Group Ltd.1,887$77K0.0%-18.0%0.003%
8/12/2025RiverFront Investment Group LLC7,975$324K0.0%-34.2%0.014%
8/12/2025Steward Partners Investment Advisory LLC125,512$5.11M0.0%+1.9%0.219%
8/12/2025Intellus Advisors LLC5,165$210K0.0%N/A0.009%
8/12/2025WealthBridge Capital Management LLC73,199$2.98M0.8%-5.5%0.128%
8/12/2025AlphaCore Capital LLC265,330$10.79M0.4%+3,737.0%0.463%
8/12/2025JPMorgan Chase & Co.48,694$1.98M0.0%-22.6%0.085%
8/12/2025NFP Retirement Inc.387,655$15.77M1.0%-5.5%0.677%
8/11/2025Wealthspire Advisors LLC95,248$3.87M0.0%-2.3%0.166%
8/11/2025Western Wealth Management LLC12,250$498K0.0%-5.3%0.021%
8/11/2025Bell Investment Advisors Inc35,954$1.46M0.3%+370.6%0.063%
8/8/2025Rockefeller Capital Management L.P.16,520$672K0.0%-10.2%0.029%
8/8/2025Avantax Advisory Services Inc.543,852$22.12M0.1%+7.5%0.950%
8/8/2025Cetera Investment Advisers423,918$17.24M0.0%-1.8%0.740%
8/8/2025WealthShield Partners LLC11,083$451K0.1%-4.9%0.019%
8/8/2025Accredited Investors Inc.192,735$7.84M0.5%-1.1%0.337%
8/8/2025PNC Financial Services Group Inc.2,468$100K0.0%-35.4%0.004%
8/7/2025New England Private Wealth Advisors LLC25,043$1.05M0.2%-4.2%0.044%
8/7/2025CENTRAL TRUST Co6,956$283K0.0%-4.9%0.012%
8/7/2025PFG Advisors48,364$1.97M0.1%+11.9%0.084%
8/6/2025AE Wealth Management LLC2,648$108K0.0%+17.0%0.005%
8/6/2025Savant Capital LLC34,517$1.40M0.0%-4.8%0.060%
8/6/2025Mascagni Wealth Management Inc.5,562$226K0.2%-4.9%0.010%
8/6/2025SouthState Corp4,900$199K0.0%-20.3%0.009%
8/6/2025Atlantic Union Bankshares Corp1,732$70K0.0%N/A0.003%
8/6/2025Financial Alternatives Inc7,313$297K0.2%-8.3%0.013%
8/5/2025Freestone Capital Holdings LLC5,147$209K0.0%-13.2%0.009%
8/5/2025Bank of Montreal Can5,493$223K0.0%+21.4%0.010%
8/4/2025Assetmark Inc.5,908$240K0.0%+27.8%0.010%
8/4/2025Spire Wealth Management7,159$291K0.0%-8.4%0.013%
8/1/2025Envestnet Asset Management Inc.94,787$3.86M0.0%+3.3%0.166%
7/31/2025Wealthfront Advisers LLC13,846$563K0.0%+47.9%0.024%
7/31/2025Whipplewood Advisors LLC29,964$1.22M0.7%+71,242.9%0.052%
7/31/2025Brighton Jones LLC25,811$1.05M0.0%+6.3%0.045%
7/31/2025GenTrust LLC5,005$204K0.0%N/A0.009%
7/31/2025Carnegie Investment Counsel5,485$223K0.0%N/A0.010%
7/30/2025EnRich Financial Partners LLC10,903$443K0.1%-4.1%0.019%
7/30/2025Avidian Wealth Enterprises LLC4,961$202K0.0%N/A0.009%
7/30/2025Arbor Investment Advisors LLC898,927$36.56M4.7%+1.6%1.570%
7/29/2025Stratos Wealth Partners LTD.17,507$712K0.0%-2.2%0.031%
7/29/2025Private Trust Co. NA1,323$54K0.0%+33.0%0.002%
7/29/2025Harbor Asset Planning Inc.1,587$65K0.1%N/A0.003%
7/28/2025Arlington Financial Advisors LLC164,608$6.70M1.1%+1.9%0.287%
7/28/2025Revolve Wealth Partners LLC12,997$529K0.1%-6.1%0.023%
7/25/2025NorthRock Partners LLC4,640$189K0.0%+29.0%0.008%
7/25/2025Sequoia Financial Advisors LLC16,261$661K0.0%+4.8%0.028%
7/25/2025Lion Street Advisors LLC31,426$1.28M0.4%+19.0%0.055%
7/25/2025CWM LLC7,665$312K0.0%+14.3%0.013%
7/25/2025Johnson Investment Counsel Inc.10,925$444K0.0%N/A0.019%
7/24/2025JFS Wealth Advisors LLC57,268$2.33M0.1%-4.0%0.099%
7/24/2025Stonebridge Financial Group LLC682,516$27.76M2.7%+1.8%1.186%
7/24/2025IFP Advisors Inc3,835$156K0.0%+99.7%0.007%
7/24/2025Blair William & Co. IL6,867$279K0.0%-3.4%0.012%
7/24/2025US Bancorp DE30,546$1.24M0.0%-4.8%0.053%
7/23/2025RMG Wealth Management LLC2,858$120K0.0%N/A0.005%
7/22/2025Three Bridge Wealth Advisors LLC246,465$10.02M2.6%+28.1%0.428%
7/22/2025Clarius Group LLC48,438$1.97M0.1%-9.4%0.084%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,350$299K0.0%-10.0%0.013%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC53,661$2.18M0.0%-5.6%0.093%
7/18/2025Trilogy Capital Inc.7,975$324K0.0%-12.9%0.014%
7/18/2025Impact Capital Partners LLC5,039$205K0.1%N/A0.009%
7/17/2025Janney Montgomery Scott LLC7,795$317K0.0%-3.4%0.014%
7/17/2025Johnson & White Wealth Management LLC231,883$9.43M4.8%+1.0%0.402%
7/17/2025KWB Wealth24,229$917K0.1%-16.3%0.042%
7/17/2025Charles Schwab Trust Co120,064$4.88M0.4%+67.1%0.208%
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%
(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, 280 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 ($101.70M), Waverly Advisors LLC ($54.97M), Raymond James Financial Inc. ($42.07M), LPL Financial LLC ($41.04M), and Raymond James & Associates ($38.92M).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 258 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. ($2.04M), Waverly Advisors LLC ($1.34M), Charles Schwab Investment Management Inc. ($1.27M), Invesco Ltd. ($1.13M), First Foundation Advisors ($950.66K), 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 6,894,720 shares in the last 24 months. This purchase volume represents approximately $278.99M in transactions.

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

Of the 111 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), Invesco Ltd. ($146.17K), Independent Advisor Alliance ($104.34K), and First Foundation Advisors ($92.13K).

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

Institutional investors have sold a total of 3,212,238 shares in the last 24 months. This volume of shares sold represents approximately $131.26M in transactions.



This page (NASDAQ:PRFZ) was last updated on 10/6/2025 by MarketBeat.com Staff
From Our Partners