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

Invesco RAFI US 1500 Small-Mid ETF logo
$44.80 +0.10 (+0.22%)
As of 03:58 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)
136
Total
Institutional Inflows
(last 12 months)
$280.39M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$131.26M
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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
8/27/2025 Orion Porfolio Solutions LLC8,419$342K0.0%-13.7%0.015%
8/19/2025 Advisory Services Network LLC41,892$1.74M0.0%+2.5%0.073%
8/18/2025 Geneos Wealth Management Inc.1,799$73K0.0%+47.7%0.003%
8/15/2025 Tower Research Capital LLC TRC 16,025$652K0.0%+25.2%0.028%
8/15/2025 Corient Private Wealth LLC20,614$838K0.0%+1.4%0.036%
8/15/2025 Equitable Holdings Inc.144,416$5.87M0.0%-33.6%0.252%
8/15/2025 Captrust Financial Advisors254,886$10.37M0.0%+1.7%0.445%
8/15/2025 Vident Advisory LLC5,129$209K0.0%-5.2%0.009%
8/15/2025 Snowden Capital Advisors LLC7,240$294K0.0%-3.7%0.013%
8/15/2025 Orion Porfolio Solutions LLC8,419$342K0.0%-13.7%0.015%
8/15/2025 Modern Wealth Management LLC53,048$2.16M0.1%N/A0.093%
8/15/2025 EP Wealth Advisors LLC11,199$455K0.0%-16.9%0.020%
8/15/2025 Benjamin Edwards Inc.18,568$755K0.0%N/A0.032%
8/15/2025 Bank of America Corp DE2,500,637$101.70M0.0%-2.4%4.366%
8/15/2025 Ameriprise Financial Inc.86,849$3.53M0.0%-2.8%0.152%
8/14/2025 Jane Street Group LLC5,299$216K0.0%N/A0.009%
8/14/2025 Raymond James Financial Inc.1,034,412$42.07M0.0%+1.3%1.806%
8/14/2025 Quantinno Capital Management LP16,602$675K0.0%+13.8%0.029%
8/14/2025 Diversify Advisory Services LLC41,166$1.76M0.1%+15.8%0.072%
8/14/2025 Peapack Gladstone Financial Corp8,745$356K0.0%+50.1%0.015%
8/14/2025 Vertex Planning Partners LLC7,371$300K0.1%-3.2%0.013%
8/14/2025 Cerity Partners LLC131,896$5.36M0.0%+0.9%0.230%
8/13/2025 Cresset Asset Management LLC10,379$422K0.0%-3.1%0.018%
8/13/2025 Brown Advisory Inc.5,720$233K0.0%-22.9%0.010%
8/13/2025 M Holdings Securities Inc.27,390$1.11M0.2%N/A0.048%
8/13/2025 Baird Financial Group Inc.297,148$12.09M0.0%+0.6%0.519%
8/13/2025 Invesco Ltd.353,348$14.37M0.0%-29.3%0.617%
8/13/2025 CW Advisors LLC6,967$283K0.0%N/A0.012%
8/13/2025 WCG Wealth Advisors LLC254,551$10.35M0.7%+58.7%0.444%
8/13/2025 Oxler Private Wealth LLC15,349$624K0.2%-6.0%0.027%
8/13/2025 Northwestern Mutual Wealth Management Co.31,978$1.30M0.0%+4.9%0.056%
8/13/2025 Russell Investments Group Ltd.1,887$77K0.0%-18.0%0.003%
8/12/2025 RiverFront Investment Group LLC7,975$324K0.0%-34.2%0.014%
8/12/2025 Steward Partners Investment Advisory LLC125,512$5.11M0.0%+1.9%0.219%
8/12/2025 Intellus Advisors LLC5,165$210K0.0%N/A0.009%
8/12/2025 WealthBridge Capital Management LLC73,199$2.98M0.8%-5.5%0.128%
8/12/2025 AlphaCore Capital LLC265,330$10.79M0.4%+3,737.0%0.463%
8/12/2025 JPMorgan Chase & Co.48,694$1.98M0.0%-22.6%0.085%
8/12/2025 NFP Retirement Inc.387,655$15.77M1.0%-5.5%0.677%
8/11/2025 Wealthspire Advisors LLC95,248$3.87M0.0%-2.3%0.166%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

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8/11/2025 Western Wealth Management LLC12,250$498K0.0%-5.3%0.021%
8/11/2025 Bell Investment Advisors Inc35,954$1.46M0.3%+370.6%0.063%
8/8/2025 Rockefeller Capital Management L.P.16,520$672K0.0%-10.2%0.029%
8/8/2025 Avantax Advisory Services Inc.543,852$22.12M0.1%+7.5%0.950%
8/8/2025 Cetera Investment Advisers423,918$17.24M0.0%-1.8%0.740%
8/8/2025 WealthShield Partners LLC11,083$451K0.1%-4.9%0.019%
8/8/2025 Accredited Investors Inc.192,735$7.84M0.5%-1.1%0.337%
8/8/2025 PNC Financial Services Group Inc.2,468$100K0.0%-35.4%0.004%
8/7/2025 New England Private Wealth Advisors LLC25,043$1.05M0.2%-4.2%0.044%
8/7/2025 CENTRAL TRUST Co6,956$283K0.0%-4.9%0.012%
8/7/2025 PFG Advisors48,364$1.97M0.1%+11.9%0.084%
8/6/2025 AE Wealth Management LLC2,648$108K0.0%+17.0%0.005%
8/6/2025 Savant Capital LLC34,517$1.40M0.0%-4.8%0.060%
8/6/2025 Mascagni Wealth Management Inc.5,562$226K0.2%-4.9%0.010%
8/6/2025 SouthState Corp4,900$199K0.0%-20.3%0.009%
8/6/2025 Atlantic Union Bankshares Corp1,732$70K0.0%N/A0.003%
8/6/2025 Financial Alternatives Inc7,313$297K0.2%-8.3%0.013%
8/5/2025 Freestone Capital Holdings LLC5,147$209K0.0%-13.2%0.009%
8/5/2025 Bank of Montreal Can5,493$223K0.0%+21.4%0.010%
8/4/2025 Assetmark Inc.5,908$240K0.0%+27.8%0.010%
8/4/2025 Spire Wealth Management7,159$291K0.0%-8.4%0.013%
8/1/2025 Envestnet Asset Management Inc.94,787$3.86M0.0%+3.3%0.166%
7/31/2025 Wealthfront Advisers LLC13,846$563K0.0%+47.9%0.024%
7/31/2025 Whipplewood 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%
7/31/2025 GenTrust LLC5,005$204K0.0%N/A0.009%
7/31/2025 Carnegie Investment Counsel5,485$223K0.0%N/A0.010%
7/30/2025 EnRich Financial Partners LLC10,903$443K0.1%-4.1%0.019%
7/30/2025 Avidian Wealth Enterprises LLC4,961$202K0.0%N/A0.009%
7/30/2025 Arbor Investment Advisors LLC898,927$36.56M4.7%+1.6%1.570%
7/29/2025 Stratos Wealth Partners LTD.17,507$712K0.0%-2.2%0.031%
7/29/2025 Private Trust Co. NA1,323$54K0.0%+33.0%0.002%
7/29/2025 Harbor 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%
7/25/2025 NorthRock Partners LLC4,640$189K0.0%+29.0%0.008%
7/25/2025 Sequoia Financial Advisors LLC16,261$661K0.0%+4.8%0.028%
7/25/2025 Lion Street Advisors LLC31,426$1.28M0.4%+19.0%0.055%
7/25/2025 CWM LLC7,665$312K0.0%+14.3%0.013%
7/25/2025 Johnson Investment Counsel Inc.10,925$444K0.0%N/A0.019%
7/24/2025 JFS Wealth Advisors LLC57,268$2.33M0.1%-4.0%0.099%
7/24/2025 Stonebridge Financial Group LLC682,516$27.76M2.7%+1.8%1.186%
7/24/2025 IFP Advisors Inc3,835$156K0.0%+99.7%0.007%
7/24/2025 Blair William & Co. IL6,867$279K0.0%-3.4%0.012%
7/24/2025 US Bancorp DE30,546$1.24M0.0%-4.8%0.053%
7/23/2025 RMG Wealth Management LLC2,858$120K0.0%N/A0.005%
7/22/2025 Three Bridge Wealth Advisors LLC246,465$10.02M2.6%+28.1%0.428%
7/22/2025 Clarius Group LLC48,438$1.97M0.1%-9.4%0.084%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,350$299K0.0%-10.0%0.013%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC53,661$2.18M0.0%-5.6%0.093%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/18/2025 Trilogy Capital Inc.7,975$324K0.0%-12.9%0.014%
7/18/2025 Impact Capital Partners LLC5,039$205K0.1%N/A0.009%
7/17/2025 Janney Montgomery Scott LLC7,795$317K0.0%-3.4%0.014%
7/17/2025 Johnson & White Wealth Management LLC231,883$9.43M4.8%+1.0%0.402%
7/17/2025 KWB Wealth24,229$917K0.1%-16.3%0.042%
7/17/2025 Charles Schwab Trust Co120,064$4.88M0.4%+67.1%0.208%
7/16/2025 Kathmere Capital Management LLC11,670$475K0.0%-3.3%0.020%
7/16/2025 Perigon Wealth Management LLC125,549$5.11M0.1%-5.5%0.217%
7/15/2025 Verum Partners LLC146,392$5.95M1.4%+96.2%0.254%
7/15/2025 Traction Financial Partners LLC103,613$4.21M2.9%+0.6%0.179%
(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 6,931,099 shares in the last 24 months. This purchase volume represents approximately $280.39M 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.


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This page (NASDAQ:PRFZ) was last updated on 8/28/2025 by MarketBeat.com Staff
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