Free Trial
→ You’re Being LIED To About The Iran War (From Banyan Hill Publishing) (Ad)tc pixel Free PRFZ Stock Alerts

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

Invesco RAFI US 1500 Small-Mid ETF logo
$51.26 +0.76 (+1.50%)
As of 03:40 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$195.02M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$80.34M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.3,347$154K0.0%+82.6%0.006%
5/5/2026Sanctuary Advisors LLC278,140$12.76M0.1%+6.9%0.489%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,263$241K0.0%N/A0.009%
5/2/2026 Navigate Wealth Management LLC9,451$475K0.3%N/A0.017%
5/2/2026 Diversify Wealth Management LLC50,415$2.50M0.0%N/A0.089%
5/1/2026 Fifth Third Bancorp5,270$242K0.0%N/A0.009%
5/1/2026 EQ Wealth Advisors LLC45,246$2.08M1.2%-0.8%0.080%
5/1/2026 WealthShield Partners LLC9,775$448K0.0%-4.8%0.017%
5/1/2026 Sequoia Financial Advisors LLC22,267$1.02M0.0%-2.0%0.039%
4/30/2026 Torren Management LLC2,500$115K0.1%-93.5%0.004%
4/30/2026 Whipplewood Advisors LLC28,100$1.29M0.7%-1.8%0.049%
4/30/2026 Accredited Investors Inc.168,807$7.74M0.4%-0.7%0.297%
4/30/2026 Kestra Advisory Services LLC34,085$1.56M0.0%-1.2%0.060%
4/29/2026 Flatrock Wealth Partners LLC8,331$382K0.2%N/A0.015%
4/29/2026 Resonant Capital Advisors LLC30,390$1.39M0.1%+1.6%0.053%
4/29/2026 Advance Capital Management Inc.17,172$788K0.0%+2.9%0.030%
4/29/2026 Integrated Advisors Network LLC17,526$804K0.0%-11.8%0.031%
4/28/2026 Arbor Investment Advisors LLC803,591$36.86M4.8%+2.5%1.411%
4/28/2026 Howe & Rusling Inc.725$33K0.0%-29.6%0.001%
4/27/2026 BIP Wealth LLC4,914$225K0.0%N/A0.009%
4/27/2026 Private Advisor Group LLC22,764$1.04M0.0%-1.5%0.040%
4/22/2026 Janney Montgomery Scott LLC8,204$376K0.0%+6.9%0.014%
4/21/2026 Boston Standard Wealth Management LLC41,491$1.92M0.3%-6.3%0.073%
4/21/2026 Silver Oak Securities Incorporated14,982$687K0.1%+6.0%0.026%
4/20/2026 Breakwater Capital Group58,377$2.68M0.4%+4.9%0.103%
4/17/2026 WealthBridge Capital Management LLC76,879$3.53M0.8%+6.6%0.135%
4/17/2026 Bell Investment Advisors Inc33,668$1.54M0.2%-2.2%0.059%
3/17/2026Rockefeller Capital Management L.P.36,424$1.67M0.0%+102.2%0.065%
3/9/2026Corient Private Wealth LLC23,564$1.08M0.0%+8.0%0.042%
2/19/2026Invesco Ltd.473,042$21.71M0.0%+3.7%0.844%
2/19/2026Corient Private Wealth LLC23,114$1.06M0.0%+5.9%0.041%
2/18/2026Mercer Global Advisors Inc. ADV144,492$6.63M0.0%-2.7%0.258%
2/18/2026Vident Advisory LLC5,906$271K0.0%+15.1%0.011%
2/18/2026Wealthspire Retirement LLC379,703$17.43M1.1%-2.1%0.678%
2/18/2026Beacon Pointe Advisors LLC8,729$401K0.0%+25.2%0.016%
2/18/2026EP Wealth Advisors LLC11,931$548K0.0%N/A0.021%
2/18/2026Crusonia Wealth Advisors LLC77,136$3.54M0.8%N/A0.138%
2/18/2026Align Financial LLC16,245$745K0.0%N/A0.029%
2/17/2026 Integrated Advisors Network LLC19,863$912K0.0%+1.5%0.035%
2/17/2026AQR Capital Management LLC148,952$6.84M0.0%+12.4%0.266%
2/17/2026Cetera Investment Advisers995,856$45.70M0.0%+2.5%1.777%
2/17/2026Equitable Holdings Inc.168,213$7.72M0.1%+6.5%0.300%
2/17/2026Laird Norton Wetherby Trust Company LLC7,698$353K0.0%N/A0.014%
2/17/2026Regal Investment Advisors LLC173,892$7.98M0.5%+1.7%0.310%
2/17/2026Osaic Holdings Inc.54,483$2.50M0.0%+0.7%0.097%
2/17/2026Advisory Services Network LLC41,548$1.91M0.0%-0.8%0.074%
2/17/2026Captrust Financial Advisors251,507$11.54M0.0%+0.5%0.449%
2/17/2026Blair William & Co. IL7,122$327K0.0%+3.6%0.013%
2/17/2026Royal Bank of Canada784,673$36.01M0.0%+7.8%1.400%
2/17/2026 Howe & Rusling Inc.1,030$47K0.0%+42.1%0.002%
2/16/2026Mariner LLC228,023$10.46M0.0%-2.8%0.407%
2/16/2026Focus Partners Wealth110,945$5.09M0.0%+8.7%0.198%
2/16/2026Arax Advisory Partners10,935$502K0.0%N/A0.020%
2/13/2026 Kestra Advisory Services LLC34,494$1.58M0.0%+8.3%0.062%
2/13/2026Bragg Financial Advisors Inc10,570$485K0.0%-6.8%0.019%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,865$86K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN681,487$31.27M0.0%+1.3%1.216%
2/12/2026TopTier Wealth Management LLC9,795$450K0.3%N/A0.017%
2/12/2026Litman Gregory Wealth Management LLC2,695$124K0.0%N/A0.005%
2/12/2026 Commonwealth Equity Services LLC258,696$11.87M0.0%+0.7%0.462%
2/12/2026Steward Partners Investment Advisory LLC111,739$5.13M0.0%-8.5%0.199%
2/12/2026CIBC Private Wealth Group LLC6,604$303K0.0%+3.3%0.012%
2/12/2026Founders Financial Alliance LLC3,950$181K0.0%-14.6%0.007%
2/12/2026Trailhead Planners LLC10,460$480K0.5%N/A0.019%
2/11/2026M Holdings Securities Inc.22,425$1.03M0.1%N/A0.040%
2/11/2026 Janney Montgomery Scott LLC7,674$352K0.0%+4.7%0.014%
2/11/2026Focus Partners Advisor Solutions LLC20,160$925K0.0%N/A0.036%
2/11/2026Waddell & Associates LLC18,278$839K0.1%-1.3%0.033%
2/11/2026Cerity Partners LLC120,464$5.53M0.0%-0.8%0.215%
2/11/2026LPL Financial LLC1,332,004$61.13M0.0%+9.4%2.377%
2/11/2026O Shaughnessy Asset Management LLC5,062$232K0.0%-8.8%0.009%
2/11/2026JPMorgan Chase & Co.115,712$5.31M0.0%-10.2%0.206%
2/11/2026Tradition Wealth Management LLC12,333$566K0.0%-6.4%0.022%
2/11/2026 Vise Technologies Inc.7,306$335K0.0%N/A0.013%
2/10/2026WCG Wealth Advisors LLC627,859$28.81M0.8%+175.5%1.120%
2/10/2026Goldman Sachs Group Inc.15,404$707K0.0%N/A0.027%
2/10/2026Tidemark LLC2,064$95K0.0%+39.5%0.004%
2/10/2026 Root Financial Partners LLC4,006$184K0.0%+20.1%0.007%
2/10/2026Three Bridge Wealth Advisors LLC265,783$12.20M3.2%-0.6%0.474%
2/10/2026 NewCorp Financial Services Inc.4,808$221K0.2%N/A0.009%
2/10/2026Northwestern Mutual Wealth Management Co.28,834$1.32M0.0%-11.9%0.051%
2/10/2026Savant Capital LLC31,415$1.44M0.0%-13.4%0.056%
2/9/2026Fidelis Capital Partners LLC18,455$847K0.1%+2.7%0.033%
2/9/2026Integrity Alliance LLC.91,617$4.20M0.2%N/A0.163%
2/9/2026Clearstead Trust LLC983$45K0.0%N/A0.002%
2/6/2026Global Retirement Partners LLC4,015$184K0.0%+158.4%0.007%
2/6/2026 IFP Advisors Inc5,127$235K0.0%+15.8%0.009%
2/6/2026PNC Financial Services Group Inc.4,648$213K0.0%-30.4%0.008%
2/6/2026Larson Financial Group LLC15,900$730K0.0%+3.4%0.028%
2/6/2026HighTower Advisors LLC117,188$5.38M0.0%+1.9%0.209%
2/5/2026RiverFront Investment Group LLC12,599$578K0.0%+1.8%0.022%
2/5/2026 Accredited Investors Inc.170,003$7.80M0.4%-8.8%0.303%
2/5/2026AlphaCore Capital LLC240,302$11.03M0.2%-10.3%0.430%
2/5/2026Northwestern Mutual Wealth Management Co.191,807$8.80M0.0%+486.0%0.343%
2/5/2026 WHI TRUST Co LLC3,070$141K0.1%N/A0.005%
2/5/2026 Cornerstone Wealth Management LLC123,804$5.68M0.3%-5.1%0.221%
2/5/2026 Johnson & White Wealth Management LLC254,833$11.69M5.1%+7.4%0.456%
2/4/2026First Foundation Advisors775,511$35.59M1.3%-3.7%1.386%
2/4/2026Fusion Capital LLC4,386$201K0.1%N/A0.008%
2/3/2026 Sequoia Financial Advisors LLC22,713$1.04M0.0%-1.6%0.041%


PRFZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PRFZ shares?

During the previous two years, 273 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 ($114.55M), LPL Financial LLC ($61.13M), Waverly Advisors LLC ($54.97M), Raymond James Financial Inc. ($47.05M), and Cetera Investment Advisers ($45.70M).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 221 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: Raymond James Financial Inc. ($2.05M), Charles Schwab Investment Management Inc. ($1.27M), Stonebridge Financial Group LLC ($723.89K), WCG Wealth Advisors LLC ($695.29K), First Foundation Advisors ($527.68K), Cetera Investment Advisers ($453.55K), and Invesco Ltd. ($414.54K).

How much institutional buying is happening at Invesco RAFI US 1500 Small-Mid ETF?

Institutional investors have bought a total of 4,639,977 shares in the last 24 months. This purchase volume represents approximately $195.02M in transactions.

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

Of the 114 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: UBS Group AG ($248.70K), First Foundation Advisors ($246.89K), LPL Financial LLC ($155.71K), Invesco Ltd. ($146.17K), Arbor Investment Advisors LLC ($123.25K), Independent Advisor Alliance ($104.34K), and Equitable Holdings Inc. ($73.10K).

How much institutional selling is happening at Invesco RAFI US 1500 Small-Mid ETF?

Institutional investors have sold a total of 1,887,697 shares in the last 24 months. This volume of shares sold represents approximately $80.34M in transactions.


Related Companies

This page (NASDAQ:PRFZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel