Invesco RAFI US 1500 Small-Mid ETF (PRFZ) Institutional Ownership $39.56 -0.16 (-0.40%) As of 06/20/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOptions ChainOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)Number ofInstitutional Buyers(last 12 months)123TotalInstitutional Inflows(last 12 months)$267.69MNumber 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 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 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 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% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 5/5/2025 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% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/17/2025 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 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 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 243 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. ($2.03M), 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 RAFI US 1500 Small-Mid ETF? Institutional investors have bought a total of 6,660,674 shares in the last 24 months. This purchase volume represents approximately $267.69M in transactions. Which of Invesco RAFI US 1500 Small-Mid ETF's major shareholders have been selling company stock? Of the 97 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 ($753.17K), Baird Financial Group Inc. ($258.75K), LPL Financial LLC ($155.71K), Independent Advisor Alliance ($104.34K), First Foundation Advisors ($92.13K), and Dynamic Advisor Solutions LLC ($67.40K). How much institutional selling is happening at Invesco RAFI US 1500 Small-Mid ETF? Institutional investors have sold a total of 2,958,552 shares in the last 24 months. This volume of shares sold represents approximately $120.37M in transactions. 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