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

Invesco RAFI US 1500 Small-Mid ETF logo
$41.51 -0.57 (-1.35%)
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)
122
Total
Institutional Inflows
(last 12 months)
$267.80M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$120.32M
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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
7/7/2025OMNI 360 Wealth Inc.20,748$844K0.4%-5.2%0.036%
7/2/2025 Capital Market Strategies LLC6,835$278K0.2%-11.3%0.012%
7/2/2025 Boston Standard Wealth Management LLC44,623$1.82M0.3%+8.2%0.076%
5/20/2025Focus Partners Wealth158,505$6.00M0.0%+24.4%0.270%
5/16/2025Bell Investment Advisors Inc7,640$289K0.1%+122.8%0.013%
5/16/2025Jones Financial Companies Lllp2,610$99K0.0%-78.4%0.004%
5/16/2025Ancora Advisors LLC5,100$193K0.0%+10.9%0.009%
5/15/2025EP Wealth Advisors LLC13,481$510K0.0%+19.8%0.023%
5/15/2025Royal Bank of Canada727,681$27.55M0.0%+5.3%1.239%
5/15/2025Baird Financial Group Inc.295,448$11.19M0.0%-1.4%0.503%
5/14/2025Ieq Capital LLC17,799$674K0.0%+16.8%0.030%
5/14/2025WCG Wealth Advisors LLC160,351$6.07M0.5%-14.7%0.273%
5/14/2025Northwestern Mutual Wealth Management Co.30,492$1.15M0.0%-27.5%0.052%
5/14/2025Kestra Advisory Services LLC31,748$1.20M0.0%-3.1%0.054%
5/14/2025Bragg Financial Advisors Inc9,060$343K0.0%N/A0.015%
5/13/2025Steward Partners Investment Advisory LLC123,143$4.66M0.0%+6.7%0.210%
5/13/2025Raymond James Financial Inc.1,021,350$38.67M0.0%+1.2%1.739%
5/13/2025Cresset Asset Management LLC10,714$406K0.0%+3.2%0.018%
5/13/2025NFP Retirement Inc.410,338$15.54M1.2%-2.4%0.699%
5/13/2025Russell Investments Group Ltd.2,300$87K0.0%N/A0.004%
5/13/2025HighTower Advisors LLC116,937$4.43M0.0%+6.1%0.199%
5/12/2025Independent Advisor Alliance27,636$1.05M0.0%-79.1%0.047%
5/12/2025SouthState Corp6,150$233K0.0%N/A0.010%
5/12/2025Invesco Ltd.499,514$18.91M0.0%+11.9%0.851%
5/12/2025AlphaCore Capital LLC6,915$262K0.0%N/A0.012%
5/9/2025Charles Schwab Investment Management Inc.20,959,358$793.52M0.1%+6.5%35.694%
5/9/2025WealthShield Partners LLC11,656$441K0.1%-2.6%0.020%
5/9/2025Wealthspire Advisors LLC97,538$3.69M0.0%-0.9%0.166%
5/8/2025TIAA Trust National Association5,979$226K0.0%-19.9%0.010%
5/8/2025US Bancorp DE32,087$1.22M0.0%-19.4%0.055%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,165$309K0.0%-17.9%0.014%
5/8/2025NorthRock Partners LLC3,596$136K0.0%+9.6%0.006%
5/8/2025First Foundation Advisors1,013,774$38.38M1.6%-8.3%1.730%
5/7/2025LPL Financial LLC1,083,891$41.04M0.0%-12.6%1.849%
5/7/2025Trilogy Capital Inc.9,155$347K0.0%-3.4%0.016%
5/6/2025Assetmark Inc.4,624$175K0.0%+26.7%0.008%
5/6/2025Cetera Investment Advisers431,612$16.34M0.0%+0.9%0.735%
5/6/2025Avantax Advisory Services Inc.505,921$19.15M0.1%+23.3%0.862%
5/6/2025Three Bridge Wealth Advisors LLC192,467$7.29M2.5%+0.6%0.328%
5/6/2025SFE Investment Counsel20,948$793K0.2%N/A0.036%
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5/6/2025Accredited Investors Inc.194,861$7.38M0.5%-3.2%0.332%
5/6/2025PFG Advisors43,204$1.64M0.1%+2.3%0.074%
5/5/2025IFP Advisors Inc1,920$73K0.0%+7,284.6%0.003%
5/5/2025Private Advisor Group LLC34,894$1.32M0.0%-5.2%0.059%
5/5/2025Diversify Advisory Services LLC35,553$1.32M0.1%+2.0%0.061%
5/2/2025Wealthfront Advisers LLC9,364$355K0.0%-22.1%0.016%
5/2/2025Sigma Planning Corp9,054$343K0.0%+9.3%0.015%
5/1/2025CWM LLC6,706$254K0.0%+33.2%0.011%
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%
4/29/2025Callan Capital LLC271,234$10.27M0.8%-2.1%0.456%
4/29/2025Envestnet Asset Management Inc.91,747$3.47M0.0%-12.1%0.154%
4/29/2025Silver Oak Securities Incorporated7,101$269K0.0%N/A0.012%
4/28/2025D.A. Davidson & CO.25,391$961K0.0%+13.4%0.043%
4/25/2025Mather Group LLC.5,899$223K0.0%-8.3%0.009%
4/25/2025EnRich Financial Partners LLC11,364$430K0.1%-13.0%0.018%
4/25/2025Arbor Investment Advisors LLC884,992$33.51M4.6%+2.5%1.380%
4/25/2025Stonebridge Financial Group LLC670,623$25.39M2.7%+6.9%1.046%
4/25/2025WealthBridge Capital Management LLC77,457$2.93M0.8%+1.1%0.121%
4/23/2025Perigon Wealth Management LLC132,839$5.03M0.1%-2.5%0.207%
4/23/2025Spire Wealth Management7,818$296K0.0%-9.6%0.012%
4/22/2025JFS Wealth Advisors LLC59,641$2.26M0.2%-2.1%0.093%
4/22/2025Cambridge Investment Research Advisors Inc.18,814$712K0.0%+56.8%0.029%
4/18/2025Lion Street Advisors LLC26,399$999K0.3%-9.6%0.041%
4/18/2025Cornerstone Wealth Management LLC129,811$4.92M0.3%+1.2%0.202%
4/18/2025Clarius Group LLC53,453$2.02M0.1%-2.8%0.083%
4/18/2025Creative Capital Management Investments LLC4,240$161K0.1%-14.9%0.007%
4/17/2025Janney Montgomery Scott LLC8,073$306K0.0%-11.5%0.013%
4/17/2025Brighton Jones LLC24,291$920K0.0%-3.5%0.038%
4/17/2025Dynamic Advisor Solutions LLC209,521$7.93M0.3%+9.9%0.327%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC56,822$2.15M0.0%-12.9%0.089%
4/16/2025Wealth Enhancement Advisory Services LLC525,359$19.89M0.0%-1.9%0.819%
4/15/2025Traction Financial Partners LLC103,007$3.90M3.0%-3.3%0.161%
4/15/2025Integrated Advisors Network LLC5,707$216K0.0%N/A0.009%
4/15/2025GAMMA Investing LLC2,354$89K0.0%+64.2%0.004%
4/14/2025Courier Capital LLC6,750$256K0.0%N/A0.011%
4/14/2025Revolve Wealth Partners LLC13,838$524K0.1%+11.2%0.022%
4/11/2025Verum Partners LLC74,597$2.82M0.8%+207.8%0.121%
4/10/2025Charles Schwab Trust Co71,872$2.72M0.2%+2.8%0.116%
4/10/2025KWB Wealth28,949$1.21M0.1%-12.7%0.047%
4/10/2025Johnson & White Wealth Management LLC229,594$8.69M4.9%+4.5%0.372%
4/9/2025Marquette Asset Management LLC42,280$1.60M0.3%-1.1%0.068%
4/9/2025Arlington 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%
4/7/2025GAMMA Investing LLC89,122$33.74M0.0%+6,114.9%0.144%
4/4/2025Legacy Private Trust Co.96,250$3.64M0.3%-1.5%0.156%
3/17/2025Wealth Enhancement Advisory Services LLC535,494$22.28M0.0%-58.1%0.870%
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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/18/2025Continuum 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%
(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 6,663,265 shares in the last 24 months. This purchase volume represents approximately $267.80M in transactions.

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

Of the 98 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 2,957,070 shares in the last 24 months. This volume of shares sold represents approximately $120.32M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 7/7/2025 by MarketBeat.com Staff
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