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

Invesco RAFI US 1500 Small-Mid ETF logo
$45.18 -0.67 (-1.46%)
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)
138
Total
Institutional Inflows
(last 12 months)
$278.20M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$131.14M
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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
10/16/2025Blue Trust Inc.1,168$53K0.0%N/A0.002%
10/15/2025CWM LLC6,080$276K0.0%-20.7%0.011%
10/15/2025Johnson & White Wealth Management LLC237,310$10.78M4.9%+2.3%0.420%
10/15/2025Mascagni Wealth Management Inc.4,472$203K0.2%-19.6%0.008%
10/15/2025Sound Stewardship LLC77,848$3.54M1.7%-0.3%0.138%
10/14/2025 Farther Finance Advisors LLC5,146$234K0.0%+226.9%0.009%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC51,576$2.34M0.0%-3.9%0.091%
10/10/2025 Arlington Financial Advisors LLC164,230$7.46M1.1%-0.2%0.291%
10/10/2025 Charles Schwab Trust Co117,511$5.34M0.4%-2.1%0.208%
10/10/2025 Advance Capital Management Inc.14,570$662K0.0%+7.9%0.026%
10/9/2025 Dynamic Advisor Solutions LLC219,326$9.96M0.3%+0.6%0.388%
10/9/2025 Fermata Advisors LLC6,834$310K0.1%+22.7%0.012%
10/8/2025 Legacy Private Trust Co.76,836$3.49M0.2%-8.5%0.136%
10/8/2025 Wedmont Private Capital4,631$210K0.0%N/A0.008%
10/7/2025 Sonora Investment Management Group LLC5,325$242K0.0%N/A0.009%
10/6/2025 Boston Standard Wealth Management LLC44,351$2.01M0.3%-0.6%0.078%
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%
7/31/2025 Brighton 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%
7/28/2025 Arlington Financial Advisors LLC164,608$6.70M1.1%+1.9%0.287%
7/28/2025 Revolve 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%
(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, 277 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 249 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 6,873,519 shares in the last 24 months. This purchase volume represents approximately $278.20M in transactions.

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

Of the 108 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 3,207,930 shares in the last 24 months. This volume of shares sold represents approximately $131.14M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 10/16/2025 by MarketBeat.com Staff
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