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

Invesco FTSE RAFI US 1500 Small-Mid ETF logo
$37.28 +0.46 (+1.25%)
As of 10:47 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$239.01M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$133.24M
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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
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%
4/29/2025 Callan Capital LLC271,234$10.27M0.8%-2.1%0.456%
4/29/2025 Envestnet 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%
4/28/2025 D.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%
4/25/2025 EnRich Financial Partners LLC11,364$430K0.1%-13.0%0.018%
4/25/2025 Arbor Investment Advisors LLC884,992$33.51M4.6%+2.5%1.380%
4/25/2025 Stonebridge Financial Group LLC670,623$25.39M2.7%+6.9%1.046%
4/25/2025 WealthBridge Capital Management LLC77,457$2.93M0.8%+1.1%0.121%
4/23/2025 Perigon Wealth Management LLC132,839$5.03M0.1%-2.5%0.207%
4/23/2025 Spire Wealth Management7,818$296K0.0%-9.6%0.012%
4/22/2025 JFS Wealth Advisors LLC59,641$2.26M0.2%-2.1%0.093%
4/22/2025 Cambridge Investment Research Advisors Inc.18,814$712K0.0%+56.8%0.029%
4/18/2025 Lion Street Advisors LLC26,399$999K0.3%-9.6%0.041%
4/18/2025 Cornerstone Wealth Management LLC129,811$4.92M0.3%+1.2%0.202%
4/18/2025 Clarius Group LLC53,453$2.02M0.1%-2.8%0.083%
4/18/2025 Creative Capital Management Investments LLC4,240$161K0.1%-14.9%0.007%
4/17/2025 Janney Montgomery Scott LLC8,073$306K0.0%-11.5%0.013%
4/17/2025 Brighton Jones LLC24,291$920K0.0%-3.5%0.038%
4/17/2025 Dynamic Advisor Solutions LLC209,521$7.93M0.3%+9.9%0.327%
4/17/2025 Cliftonlarsonallen 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%
4/15/2025 Integrated Advisors Network LLC5,707$216K0.0%N/A0.009%
4/15/2025 GAMMA Investing LLC2,354$89K0.0%+64.2%0.004%
4/14/2025 Courier Capital LLC6,750$256K0.0%N/A0.011%
4/14/2025 Revolve Wealth Partners LLC13,838$524K0.1%+11.2%0.022%
4/11/2025 Verum Partners LLC74,597$2.82M0.8%+207.8%0.121%
4/10/2025 Charles Schwab Trust Co71,872$2.72M0.2%+2.8%0.116%
4/10/2025 KWB Wealth28,949$1.21M0.1%-12.7%0.047%
4/10/2025 Johnson & 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%
4/9/2025 Arlington 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%
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2/19/2025WCG Wealth Advisors LLC187,945$7.82M0.5%-1.1%0.305%
2/18/2025Pacific Center for Financial Services20,579$856K0.2%-1.9%0.033%
2/18/2025 Continuum Advisory LLC795$33K0.0%+62.9%0.001%
2/17/2025Waverly Advisors LLC1,321,060$54.97M0.8%-4.0%2.146%
2/17/2025Two Sigma Investments LP133,000$5.53M0.0%+174.8%0.216%
2/17/2025Royal Bank of Canada691,179$28.76M0.0%+3.7%1.123%
2/17/2025Quantinno Capital Management LP13,021$542K0.0%+4.8%0.021%
2/17/2025Focus Partners Wealth127,394$5.30M0.0%+1,505.5%0.207%
2/17/2025D. E. Shaw & Co. Inc.7,105$296K0.0%-17.0%0.012%
2/17/2025EP Wealth Advisors LLC11,256$468K0.0%+55.1%0.018%
2/17/2025CoreCap Advisors LLC2,635$110K0.0%+23.7%0.004%
2/17/2025Cresset Asset Management LLC10,379$432K0.0%-14.7%0.017%
2/17/2025Cetera Investment Advisers427,670$17.80M0.0%+0.1%0.695%
2/17/2025BOKF NA919$38K0.0%-27.6%0.001%
2/17/2025Captrust Financial Advisors258,765$10.77M0.0%-9.3%0.420%
2/17/2025Baird Financial Group Inc.299,732$12.47M0.0%-45.9%0.487%
2/17/2025Bank of America Corp DE2,611,574$108.67M0.0%+2.2%4.242%
2/17/2025BIP Wealth LLC4,973$207K0.0%N/A0.008%
2/17/2025Ameriprise Financial Inc.102,587$4.27M0.0%-5.6%0.167%
2/14/2025Mercer Global Advisors Inc. ADV152,333$6.34M0.0%-12.8%0.247%
2/14/2025Comerica Bank10,690$445K0.0%-10.9%0.017%
2/14/2025Lido Advisors LLC26,078$1.09M0.0%+10.6%0.042%
2/14/2025Northern Trust Corp9,555$398K0.0%+2.9%0.016%
2/14/2025Bellwether Advisors LLC1,556$65K0.0%N/A0.003%
2/14/2025Stifel Financial Corp8,163$340K0.0%+7.8%0.013%
2/14/2025TD Waterhouse Canada Inc.58,276$2.43M0.0%+1.3%0.095%
2/13/2025Regal Investment Advisors LLC149,618$6.23M0.5%+6.5%0.243%
2/13/2025Mariner LLC258,564$10.76M0.0%-2.9%0.420%
2/13/2025Financial Alternatives Inc7,976$332K0.2%-6.1%0.013%
2/13/2025NFP Retirement Inc.420,498$17.50M1.4%+4.4%0.683%
2/13/2025Integrity Financial Corp WA765$32K0.0%N/A0.001%
2/13/2025First Foundation Advisors1,105,902$46.02M1.7%+4.9%1.796%
2/13/2025Accredited Investors Inc.201,257$8.37M0.5%-2.8%0.327%
2/13/2025Waddell & Associates LLC17,511$729K0.1%-4.6%0.028%
2/13/2025Raymond James Financial Inc.1,009,453$42.00M0.0%N/A1.640%
2/13/2025Advisory Services Network LLC36,322$1.51M0.0%+5.9%0.059%
2/13/2025Invesco Ltd.446,483$18.58M0.0%+118.1%0.725%
2/13/2025Bank of Montreal Can3,850$160K0.0%+19.4%0.006%
2/13/2025Cerity Partners LLC127,160$5.29M0.0%-5.8%0.207%
2/13/2025 Envestnet Asset Management Inc.104,325$4.34M0.0%+8.5%0.169%
2/13/2025Oarsman Capital Inc.781$32K0.0%N/A0.001%
2/13/2025Wells Fargo & Company MN770,239$32.05M0.0%-2.1%1.251%
2/12/2025CIBC Private Wealth Group LLC11,869$495K0.0%-22.0%0.019%
2/12/2025Tucker Asset Management LLC824$34K0.0%+60.3%0.001%
2/12/2025Brown Brothers Harriman & Co.846$35K0.0%N/A0.001%
2/12/2025RiverFront Investment Group LLC11,904$495K0.0%-2.2%0.019%
2/12/2025Vertex Planning Partners LLC7,695$320K0.1%+29.4%0.013%
2/12/2025Orion Portfolio Solutions LLC9,476$394K0.0%-3.5%0.015%
2/12/2025JPMorgan Chase & Co.61,707$2.57M0.0%+12.4%0.100%
2/11/2025TIAA Trust National Association7,460$310K0.0%N/A0.012%
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2/11/2025LPL Financial LLC1,239,605$51.58M0.0%+1.4%2.014%
2/11/2025Plancorp LLC5,617$234K0.0%+15.6%0.009%
2/10/2025 Parallel Advisors LLC20,578$856K0.0%-9.7%0.033%
2/10/2025Commonwealth Equity Services LLC257,630$10.72M0.0%-3.0%0.419%
2/10/2025Avantax Advisory Services Inc.410,384$17.08M0.1%+10.3%0.667%
2/7/2025 Sequoia Financial Advisors LLC15,449$643K0.0%+41.4%0.025%
2/7/2025PFG Advisors42,240$1.76M0.1%+5.9%0.069%
2/7/2025HighTower Advisors LLC110,187$4.59M0.0%-1.5%0.179%
2/7/2025Founders Financial Alliance LLC4,621$192K0.1%+17.0%0.008%
2/7/2025Independent Advisor Alliance131,978$5.49M0.1%N/A0.214%
(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, 256 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. ($819.08M), Charles Schwab Investment Advisory Inc. ($799.64M), Bank of America Corp DE ($108.67M), Waverly Advisors LLC ($54.97M), LPL Financial LLC ($51.58M), First Foundation Advisors ($46.02M), and Raymond James Financial Inc. ($42.00M).Learn more on PRFZ's institutional investors.

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

Of the 235 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), Raymond James Financial Inc. ($2.02M), Waverly Advisors LLC ($1.34M), Invesco Ltd. ($1.08M), First Foundation Advisors ($956.99K), Bank of New York Mellon Corp ($847.97K), and Raymond James & Associates ($817.47K).

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

Institutional investors have bought a total of 33,528,602 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 113 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 Management Inc. ($920.49K), Charles Schwab Investment Advisory Inc. ($830.73K), Wealth Enhancement Advisory Services LLC ($753.17K), Baird Financial Group Inc. ($254.46K), Waverly Advisors LLC ($125.32K), Solitude Financial Services ($83.99K), and Raymond James & Associates ($81.03K).

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

Institutional investors have sold a total of 3,839,292 shares in the last 24 months. This volume of shares sold represents approximately $156.77M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 5/1/2025 by MarketBeat.com Staff
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