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

$41.78

+0.65 (+1.58%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 172
Total Institutional Inflows (last 12 months): $953.70M

Number of Institutional Sellers (last 12 months): 59
Total Institutional Outflows (last 12 months): $54.05M

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PRFZ Institutional Buying and Selling by Quarter

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Invesco FTSE RAFI US 1500 Small-Mid ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	484,008	$18.46M	0.0%	+9.5%	0.791%
7/24/2024	Sound Stewardship LLC	77,723	$2.96M	1.8%	-0.6%	0.127%
7/20/2024	Accredited Investors Inc.	212,445	$8.10M	0.5%	-13.5%	0.347%
7/19/2024	Johnson & White Wealth Management LLC	195,827	$7.47M	7.1%	+16.1%	0.320%
7/19/2024	Western Wealth Management LLC	13,394	$511K	0.0%	+5.3%	0.022%
7/19/2024	Western Financial Corp CA	5,629	$215K	0.1%	N/A	0.009%
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7/19/2024	Raymond James & Associates	929,679	$35.46M	0.0%	-5.1%	1.517%
7/19/2024	Solitude Financial Services	7,255	$277K	0.1%	-15.9%	0.012%
7/19/2024	Oakworth Capital Inc.	4,791	$183K	0.0%	+25.0%	0.008%
7/18/2024	Silver Lake Advisory LLC	8,150	$311K	0.1%	N/A	0.013%
7/17/2024	Arlington Financial Advisors LLC	175,733	$6.70M	1.5%	-1.6%	0.287%
7/16/2024	Cornerstone Wealth Management LLC	126,570	$4.83M	0.4%	+1.6%	0.207%
7/16/2024	Wealth Enhancement Advisory Services LLC	1,206,857	$46.03M	0.1%	+3.0%	1.970%
7/16/2024	Sequoia Financial Advisors LLC	10,565	$403K	0.0%	+11.9%	0.017%
7/15/2024	Dynamic Advisor Solutions LLC	185,116	$7.06M	0.2%	-26.3%	0.302%
7/15/2024	Verum Partners LLC	24,186	$922K	0.3%	-6.2%	0.039%
7/13/2024	GSG Advisors LLC	39,684	$1.50M	0.5%	-13.4%	0.065%
7/12/2024	Diversify Advisory Services LLC	31,382	$1.18M	0.1%	-4.6%	0.051%
7/12/2024	Lion Street Advisors LLC	25,119	$958K	0.4%	-2.5%	0.041%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	67,793	$2.59M	0.1%	-2.0%	0.111%
7/11/2024	Clarius Group LLC	54,978	$2.10M	0.1%	-8.3%	0.090%
7/10/2024	Boston Standard Wealth Management LLC	41,251	$1.57M	0.3%	+0.9%	0.067%
7/10/2024	Fortitude Family Office LLC	3,885	$148K	0.1%	-24.9%	0.006%
7/10/2024	CWM LLC	2,418	$92K	0.0%	+27.7%	0.004%
7/9/2024	Mather Group LLC.	6,424	$252K	0.0%	+273.9%	0.010%
7/3/2024	Hoese & Co LLP	5,980	$233K	0.2%	-32.7%	0.010%
7/1/2024	Kathmere Capital Management LLC	13,221	$496K	0.1%	+6.3%	0.022%
7/1/2024	Capital Market Strategies LLC	7,915	$302K	0.2%	-7.0%	0.013%
5/24/2024	Cetera Advisor Networks LLC	404,430	$15.89M	0.1%	+1.8%	0.661%
5/24/2024	Cetera Investment Advisers	407,410	$16.00M	0.0%	N/A	0.665%
5/17/2024	Comerica Bank	7,587	$298K	0.0%	-8.7%	0.012%
5/16/2024	Waverly Advisors LLC	1,561,258	$61.33M	1.4%	-4.3%	2.547%
5/13/2024	O Shaughnessy Asset Management LLC	3,645	$143K	0.0%	+59.2%	0.006%
5/10/2024	First Foundation Advisors	844,240	$33.16M	1.3%	+53.1%	1.379%
5/9/2024	Orion Portfolio Solutions LLC	22,233	$873K	0.0%	-38.3%	0.036%
5/9/2024	Charles Schwab Investment Advisory Inc.	20,357,310	$799.64M	1.1%	-3.1%	33.247%
5/8/2024	Heritage Wealth Advisors	1,740	$68K	0.0%	+987.5%	0.003%
5/8/2024	Avantax Advisory Services Inc.	293,505	$11.53M	0.1%	+9.9%	0.479%
5/8/2024	US Bancorp DE	40,843	$1.60M	0.0%	-14.8%	0.067%
5/7/2024	PFG Advisors	36,039	$1.42M	0.1%	+13.8%	0.059%
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5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	8,580	$337K	0.0%	-40.4%	0.014%
5/7/2024	Wealthspire Advisors LLC	5,294	$208K	0.0%	-20.6%	0.009%
5/3/2024	Larson Financial Group LLC	8,707	$342K	0.0%	+9.4%	0.014%
5/3/2024	Callan Capital LLC	292,985	$11.51M	1.0%	-1.4%	0.481%
5/2/2024	Fidelis Capital Partners LLC	14,500	$570K	0.1%	N/A	0.024%
5/2/2024	Palisade Asset Management LLC	970	$38K	0.0%	N/A	0.002%
5/1/2024	Janney Montgomery Scott LLC	5,269	$207K	0.0%	N/A	0.009%
5/1/2024	BOK Financial Private Wealth Inc.	2,000	$79K	0.0%	N/A	0.003%
5/1/2024	Diversify Advisory Services LLC	32,878	$1.28M	0.1%	N/A	0.054%
4/30/2024	Private Advisor Group LLC	43,459	$1.71M	0.0%	-1.3%	0.071%
4/30/2024	WealthBridge Capital Management LLC	66,272	$2.60M	0.9%	+2.1%	0.109%
4/30/2024	Perigon Wealth Management LLC	121,258	$4.76M	0.1%	+6.9%	0.199%
4/30/2024	Townsend Asset Management Corp NC ADV	9,739	$383K	0.2%	-3.9%	0.016%
4/29/2024	Commonwealth Equity Services LLC	277,821	$10.91M	0.0%	+0.2%	0.456%
4/29/2024	Benjamin F. Edwards & Company Inc.	717	$28K	0.0%	+169.5%	0.001%
4/24/2024	Oxler Private Wealth LLC	20,358	$800K	0.3%	-2.4%	0.034%
4/23/2024	Arbor Investment Advisors LLC	827,095	$32.49M	4.8%	+1.9%	1.368%
4/23/2024	Raymond James Financial Services Advisors Inc.	124,127	$4.88M	0.0%	-0.8%	0.205%
4/22/2024	Oakworth Capital Inc.	3,834	$151K	0.0%	N/A	0.006%
4/22/2024	Raymond James & Associates	980,138	$38.50M	0.0%	-2.7%	1.621%
4/22/2024	Solitude Financial Services	8,630	$339K	0.2%	-90.4%	0.014%
4/20/2024	KWB Wealth	39,007	$1.53M	0.2%	-19.0%	0.065%
4/19/2024	Cornerstone Wealth Management LLC	124,601	$4.89M	0.4%	+3.5%	0.206%
4/18/2024	Verum Partners LLC	25,792	$1.01M	0.4%	-2.1%	0.043%
4/18/2024	Arlington Financial Advisors LLC	178,625	$7.02M	1.5%	-24.3%	0.296%
4/17/2024	Private Ocean LLC	83,790	$3.29M	0.3%	-1.3%	0.139%
4/16/2024	Kathmere Capital Management LLC	12,440	$489K	0.1%	-5.9%	0.021%
4/16/2024	Wealth Enhancement Advisory Services LLC	1,172,108	$46.04M	0.1%	+11.2%	1.942%
4/12/2024	Dynamic Advisor Solutions LLC	251,197	$9.87M	0.3%	+4.6%	0.416%
4/12/2024	West Coast Financial LLC	6,640	$261K	0.0%	-6.8%	0.011%
4/12/2024	Charles Schwab Trust Co	75,899	$2.98M	0.3%	-8.9%	0.126%
4/11/2024	Boston Standard Wealth Management LLC	40,902	$1.61M	0.4%	+17.7%	0.068%
4/10/2024	Johnson & White Wealth Management LLC	168,673	$6.63M	4.8%	+9.5%	0.278%
4/10/2024	Legacy Private Trust Co.	99,212	$3.90M	0.3%	-2.6%	0.164%
4/9/2024	Mather Group LLC.	1,718	$64K	0.0%	N/A	0.003%
4/5/2024	GAMMA Investing LLC	1,174	$46K	0.0%	N/A	0.002%
4/5/2024	Capital Market Strategies LLC	8,510	$334K	0.3%	-3.0%	0.014%
4/4/2024	Advance Capital Management Inc.	16,544	$650K	0.0%	N/A	0.027%
2/14/2024	Waverly Advisors LLC	1,631,552	$61.17M	2.3%	+2.8%	2.664%
2/14/2024	Waddell & Associates LLC	23,705	$889K	0.1%	+53.8%	0.039%
2/14/2024	Traction Financial Partners LLC	10,044	$377K	0.3%	N/A	0.016%
2/13/2024	Exencial Wealth Advisors LLC	9,270	$348K	0.0%	-5.3%	0.015%
2/13/2024	Cetera Advisor Networks LLC	397,265	$14.89M	0.1%	+1.1%	0.649%
2/13/2024	Tower Research Capital LLC TRC	832	$31K	0.0%	N/A	0.001%
2/13/2024	CIBC Private Wealth Group LLC	19,570	$734K	0.0%	-6.6%	0.032%
2/13/2024	Laurel Wealth Advisors LLC	3,510	$132K	0.0%	-10.2%	0.006%
2/13/2024	Peapack Gladstone Financial Corp	5,825	$218K	0.0%	N/A	0.010%
2/12/2024	Tradition Wealth Management LLC	14,743	$553K	0.1%	-7.0%	0.024%
2/12/2024	Steward Partners Investment Advisory LLC	41,989	$1.57M	0.0%	+37.5%	0.069%
2/9/2024	Johnson Financial Group Inc.	1,061	$40K	0.0%	+382.3%	0.002%
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2/9/2024	Advisory Services Network LLC	32,138	$1.21M	0.0%	+36.0%	0.052%
2/9/2024	Orion Portfolio Solutions LLC	36,044	$1.32M	0.0%	-10.1%	0.059%
2/9/2024	US Bancorp DE	47,954	$1.80M	0.0%	-5.4%	0.078%
2/9/2024	Tidemark LLC	2,189	$82K	0.1%	N/A	0.004%
2/9/2024	Corient Private Wealth LLC	21,396	$802K	0.0%	+47.1%	0.035%
2/9/2024	D.A. Davidson & CO.	13,556	$508K	0.0%	+3.4%	0.022%
2/9/2024	Sachetta LLC	32,461	$1.22M	0.6%	N/A	0.053%
2/9/2024	Wells Fargo & Company MN	699,612	$26.23M	0.0%	+6.1%	1.142%
2/9/2024	UBS Group AG	640,937	$24.03M	0.0%	-1.6%	1.047%
2/8/2024	Financial Advocates Investment Management	15,285	$573K	0.0%	-14.9%	0.025%

(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, 222 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), Waverly Advisors LLC ($61.33M), WA Asset Management LLC ($46.86M), Wealth Enhancement Advisory Services LLC ($46.03M), Raymond James & Associates ($35.46M), Invesco Ltd. ($34.65M), and First Foundation Advisors ($33.16M).Learn more on PRFZ's institutional investors.
Which institutional investors have been buying Invesco FTSE RAFI US 1500 Small-Mid ETF stock?: Of the 209 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), Waverly Advisors LLC ($1.34M), Bank of New York Mellon Corp ($839.38K), Invesco Ltd. ($838.26K), Raymond James & Associates ($817.97K), First Foundation Advisors ($749.49K), and Arbor Investment Advisors LLC ($684.51K).
How much institutional buying is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?: Institutional investors have bought a total of 29,181,443 shares in the last 24 months. This purchase volume represents approximately $994.61M in transactions.

Which Invesco FTSE RAFI US 1500 Small-Mid ETF major shareholders have been selling company stock?: Of the 100 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 Advisory Inc. ($883.43K), Raymond James & Associates ($131.74K), Waddell & Associates LLC ($122.90K), Solitude Financial Services ($84.25K), Waverly Advisors LLC ($70.29K), Arlington Financial Advisors LLC ($67.07K), and Dynamic Advisor Solutions LLC ($66.08K).
How much institutional selling is happening at Invesco FTSE RAFI US 1500 Small-Mid ETF?: Institutional investors have sold a total of 1,947,202 shares in the last 24 months. This volume of shares sold represents approximately $87.27M in transactions.