Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) Institutional Ownership $38.66 -1.14 (-2.86%) As of 05/21/2025 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOptions ChainOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)Number ofInstitutional Buyers(last 12 months)124TotalInstitutional Inflows(last 12 months)$283.97MNumber ofInstitutional Sellers(last 12 months)97TotalInstitutional Outflows(last 12 months)$120.37M Get PRFZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco FTSE 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. Email Address Skip Chart & View Institutional Buying and Selling Data PRFZ Institutional Buying and Selling by Quarter Invesco FTSE RAFI US 1500 Small-Mid ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025 Focus Partners Wealth158,505$6.00M0.0%+24.4%0.270% 5/16/2025 Bell Investment Advisors Inc7,640$289K0.1%+122.8%0.013% 5/16/2025 Jones Financial Companies Lllp2,610$99K0.0%-78.4%0.004% 5/16/2025 Ancora Advisors LLC5,100$193K0.0%+10.9%0.009% 5/15/2025 EP Wealth Advisors LLC13,481$510K0.0%+19.8%0.023% 5/15/2025 Royal Bank of Canada727,681$27.55M0.0%+5.3%1.239% 5/15/2025 Baird Financial Group Inc.295,448$11.19M0.0%-1.4%0.503% 5/14/2025 Ieq Capital LLC17,799$674K0.0%+16.8%0.030% 5/14/2025 WCG Wealth Advisors LLC160,351$6.07M0.5%-14.7%0.273% 5/14/2025 Northwestern Mutual Wealth Management Co.30,492$1.15M0.0%-27.5%0.052% Get the Latest News and Ratings for PRFZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco FTSE RAFI US 1500 Small-Mid ETF and its competitors with MarketBeat's FREE daily newsletter. 5/14/2025 Kestra Advisory Services LLC31,748$1.20M0.0%-3.1%0.054% 5/14/2025 Bragg Financial Advisors Inc9,060$343K0.0%N/A0.015% 5/13/2025 Steward Partners Investment Advisory LLC123,143$4.66M0.0%+6.7%0.210% 5/13/2025 Raymond James Financial Inc.1,021,350$38.67M0.0%+1.2%1.739% 5/13/2025 Cresset Asset Management LLC10,714$406K0.0%+3.2%0.018% 5/13/2025 NFP Retirement Inc.410,338$15.54M1.2%-2.4%0.699% 5/13/2025 Russell Investments Group Ltd.2,300$87K0.0%N/A0.004% 5/13/2025 HighTower Advisors LLC116,937$4.43M0.0%+6.1%0.199% 5/12/2025 Independent Advisor Alliance27,636$1.05M0.0%-79.1%0.047% 5/12/2025 SouthState Corp6,150$233K0.0%N/A0.010% 5/12/2025 Invesco Ltd.499,514$18.91M0.0%+11.9%0.851% 5/12/2025 AlphaCore Capital LLC6,915$262K0.0%N/A0.012% 5/9/2025 Charles Schwab Investment Management Inc.20,959,358$793.52M0.1%+6.5%35.694% 5/9/2025 WealthShield Partners LLC11,656$441K0.1%-2.6%0.020% 5/9/2025 Wealthspire Advisors LLC97,538$3.69M0.0%-0.9%0.166% 5/8/2025 TIAA Trust National Association5,979$226K0.0%-19.9%0.010% 5/8/2025 US Bancorp DE32,087$1.22M0.0%-19.4%0.055% 5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,165$309K0.0%-17.9%0.014% 5/8/2025 NorthRock Partners LLC3,596$136K0.0%+9.6%0.006% 5/8/2025 First Foundation Advisors1,013,774$38.38M1.6%-8.3%1.730% 5/7/2025 LPL Financial LLC1,083,891$41.04M0.0%-12.6%1.849% 5/7/2025 Trilogy Capital Inc.9,155$347K0.0%-3.4%0.016% 5/6/2025 Assetmark Inc.4,624$175K0.0%+26.7%0.008% 5/6/2025 Cetera Investment Advisers431,612$16.34M0.0%+0.9%0.735% 5/6/2025 Avantax Advisory Services Inc.505,921$19.15M0.1%+23.3%0.862% 5/6/2025 Three Bridge Wealth Advisors LLC192,467$7.29M2.5%+0.6%0.328% 5/6/2025 SFE Investment Counsel20,948$793K0.2%N/A0.036% 5/6/2025 Accredited Investors Inc.194,861$7.38M0.5%-3.2%0.332% 5/6/2025 PFG Advisors43,204$1.64M0.1%+2.3%0.074% 5/5/2025 IFP Advisors Inc1,920$73K0.0%+7,284.6%0.003% The Prophet's Newest Prediction (Ad)A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.Market chaos? Hear Tilson’s take now5/5/2025 Private Advisor Group LLC34,894$1.32M0.0%-5.2%0.059% 5/5/2025 Diversify Advisory Services LLC35,553$1.32M0.1%+2.0%0.061% 5/2/2025 Wealthfront Advisers LLC9,364$355K0.0%-22.1%0.016% 5/2/2025 Sigma Planning Corp9,054$343K0.0%+9.3%0.015% 5/1/2025 CWM LLC6,706$254K0.0%+33.2%0.011% 4/30/2025 Cerity Partners LLC130,699$4.95M0.0%+2.8%0.220% 4/30/2025 Stratos Wealth Partners LTD.17,900$678K0.0%+19.2%0.030% 4/30/2025 Brown 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% 2/19/2025 WCG Wealth Advisors LLC187,945$7.82M0.5%-1.1%0.305% 2/18/2025 Pacific Center for Financial Services20,579$856K0.2%-1.9%0.033% 2/18/2025 Continuum Advisory LLC795$33K0.0%+62.9%0.001% 2/17/2025 Waverly Advisors LLC1,321,060$54.97M0.8%-4.0%2.146% 2/17/2025 Two Sigma Investments LP133,000$5.53M0.0%+174.8%0.216% Is President Trump Lying To You With This? (Ad)President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.Protect your IRA—Trump’s warning was real2/17/2025 Royal Bank of Canada691,179$28.76M0.0%+3.7%1.123% 2/17/2025 Quantinno Capital Management LP13,021$542K0.0%+4.8%0.021% 2/17/2025 Focus Partners Wealth127,394$5.30M0.0%+1,505.5%0.207% 2/17/2025 D. E. Shaw & Co. Inc.7,105$296K0.0%-17.0%0.012% 2/17/2025 EP Wealth Advisors LLC11,256$468K0.0%+55.1%0.018% 2/17/2025 CoreCap Advisors LLC2,635$110K0.0%+23.7%0.004% 2/17/2025 Cresset Asset Management LLC10,379$432K0.0%-14.7%0.017% 2/17/2025 Cetera Investment Advisers427,670$17.80M0.0%+0.1%0.695% 2/17/2025 BOKF NA919$38K0.0%-27.6%0.001% 2/17/2025 Captrust Financial Advisors258,765$10.77M0.0%-9.3%0.420% (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, 262 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), Charles Schwab Investment Management Inc. ($793.52M), Bank of America Corp DE ($108.67M), Waverly Advisors LLC ($54.97M), LPL Financial LLC ($41.04M), Raymond James & Associates ($38.92M), and Raymond James Financial Inc. ($38.67M).Learn more on PRFZ's institutional investors. Which institutional investors have been buying Invesco FTSE RAFI US 1500 Small-Mid ETF stock? Of the 243 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. ($2.03M), Waverly Advisors LLC ($1.34M), Charles Schwab Investment Management Inc. ($1.27M), Invesco Ltd. ($1.13M), First Foundation Advisors ($956.99K), and Bank of New York Mellon Corp ($847.97K). How much institutional buying is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF? Institutional investors have bought a total of 35,090,830 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions. Which Invesco FTSE RAFI US 1500 Small-Mid ETF major shareholders have been selling company stock? Of the 119 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. ($766.97K), Wealth Enhancement Advisory Services LLC ($753.17K), Baird Financial Group Inc. ($258.75K), LPL Financial LLC ($155.71K), Waverly Advisors LLC ($125.32K), and Independent Advisor Alliance ($104.34K). How much institutional selling is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF? Institutional investors have sold a total of 4,198,152 shares in the last 24 months. This volume of shares sold represents approximately $168.09M in transactions. Related Companies UITB Institutional Ownership VTHR Institutional Ownership UNIY Institutional Ownership USTB Institutional Ownership UYLD Institutional Ownership SEIE Institutional Ownership USDX Institutional Ownership EVSD Institutional Ownership BRNY Institutional Ownership QMOM Institutional Ownership This page (NASDAQ:PRFZ) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredWarning: Prepare to Be Shocked by These PayoutsThere's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don...Investors Alley | SponsoredThe Prophet's Newest PredictionA storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...Stansberry Research | SponsoredA new financial chapter Porter Stansberry says what happened last week could become the defining legacy of his financial publishing ca...Porter & Company | SponsoredThe Secret Map of America, Declassified…Locked inside a Maryland man’s private safe is a map. But not just any map, mind you… This map shows a “...Banyan Hill Publishing | SponsoredTrump’s Bitcoin Reserve is No Accident…How everyday investors are building crypto wealth (step-by-step guide) Don't wait. The window for maximum g...Crypto 101 Media | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredSilver Is the New Oil—And the World’s Running DryElon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...Priority Gold | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Invesco FTSE RAFI US 1500 Small-Mid ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Invesco FTSE RAFI US 1500 Small-Mid ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
