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

Invesco RAFI US 1500 Small-Mid ETF logo
$56.71 +0.38 (+0.67%)
As of 08/13/2026 03:59 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)
140
Total
Institutional Inflows
(last 12 months)
$122.73M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$56.13M
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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
7/10/2026 JFS Wealth Advisors LLC55,566$3.10M0.2%+3.7%0.108%
7/10/2026 Charles Schwab Trust Co109,278$6.09M0.3%-5.8%0.212%
7/10/2026 KWB Wealth27,177$1.52M0.1%+0.7%0.053%
7/10/2026 Marquette Asset Management LLC18,406$1.03M0.1%-2.8%0.036%
7/9/2026 Revolve Wealth Partners LLC12,442$694K0.1%-4.3%0.024%
7/9/2026 Allied Private Wealth LLC515$28K0.0%N/A0.001%
7/9/2026 Breakwater Capital Group58,931$3.29M0.4%+0.9%0.114%
7/8/2026 Clark Asset Management LLC4,370$244K0.0%N/A0.008%
7/7/2026 Dynamic Advisor Solutions LLC161,405$9.00M0.3%+9.4%0.312%
7/7/2026 Martin Capital Partners LLC4,273$238K0.1%N/A0.008%
7/7/2026 Boston Standard Wealth Management LLC42,387$2.37M0.3%+2.2%0.082%
7/6/2026 Stonebridge Financial Group LLC762,863$42.55M3.2%-0.1%1.474%
6/18/2026Western Wealth Management LLC11,263$517K0.0%-8.1%0.020%
6/10/2026 FAS Wealth Partners Inc.6,419$294K0.0%-8.1%0.011%
6/3/2026 NewEdge Advisors LLC13,855$636K0.0%+13.4%0.024%
5/19/2026Western Wealth Management LLC11,263$517K0.0%-8.1%0.020%
5/19/2026 NewEdge Advisors LLC13,265$608K0.0%+8.6%0.023%
5/19/2026Bank of America Corp DE2,858,934$131.14M0.0%+14.9%5.025%
5/18/2026Royal Bank of Canada703,464$32.27M0.0%-10.3%1.237%
5/16/2026Quantinno Capital Management LP52,216$2.40M0.0%+7.4%0.092%
5/15/2026Waverly Advisors LLC1,109,623$50.90M0.4%-1.6%1.950%
5/14/2026RMG Wealth Management LLC2,858$131K0.0%N/A0.005%
5/14/2026 Lido Advisors LLC14,994$688K0.0%-43.1%0.026%
5/13/2026 Cetera Investment Advisers1,031,218$47.30M0.1%+3.6%1.813%
5/13/2026 Wealthspire Retirement LLC373,690$17.14M1.0%-1.6%0.657%
5/6/2026 Sterling Financial Planning Inc.12,122$556K0.2%-7.5%0.021%
5/6/2026 Townsend Asset Management Corp NC ADV9,467$434K0.2%+9.9%0.017%
5/6/2026 Assetmark Inc.5,022$230K0.0%-7.0%0.009%
5/6/2026 Independent Financial Group LLC30,540$1.40M0.0%N/A0.054%
5/5/2026 Wealthfront Advisers LLC15,459$709K0.0%+19.7%0.027%
5/5/2026 D.A. Davidson & CO.18,503$849K0.0%-1.2%0.033%
5/5/2026 Bank of New York Mellon Corp150,475$6.90M0.0%+6.8%0.265%
5/5/2026 Geneos Wealth Management Inc.3,347$154K0.0%+82.6%0.006%
5/5/2026Sanctuary Advisors LLC278,140$12.76M0.1%+6.9%0.489%
5/4/2026 Empirical 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%
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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%
4/29/2026Flatrock Wealth Partners LLC8,331$382K0.2%N/A0.015%
4/29/2026 Resonant Capital Advisors LLC30,390$1.39M0.1%+1.6%0.053%
4/29/2026Advance 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%
3/9/2026 Corient Private Wealth LLC23,564$1.08M0.0%+8.0%0.042%
2/19/2026Invesco Ltd.473,042$21.71M0.0%+3.7%0.844%
2/19/2026 Corient Private Wealth LLC23,114$1.06M0.0%+5.9%0.041%
2/18/2026 Mercer Global Advisors Inc. ADV144,492$6.63M0.0%-2.7%0.258%
2/18/2026 Vident Advisory LLC5,906$271K0.0%+15.1%0.011%
2/18/2026 Wealthspire Retirement LLC379,703$17.43M1.1%-2.1%0.678%
2/18/2026Beacon Pointe Advisors LLC8,729$401K0.0%+25.2%0.016%
2/18/2026 EP Wealth Advisors LLC11,931$548K0.0%N/A0.021%
2/18/2026 Crusonia Wealth Advisors LLC77,136$3.54M0.8%N/A0.138%
2/18/2026 Align 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%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC41,548$1.91M0.0%-0.8%0.074%
2/17/2026Captrust Financial Advisors251,507$11.54M0.0%+0.5%0.449%
2/17/2026 Blair 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%
2/16/2026 Focus Partners Wealth110,945$5.09M0.0%+8.7%0.198%
2/16/2026 Arax Advisory Partners10,935$502K0.0%N/A0.020%
2/13/2026 Kestra Advisory Services LLC34,494$1.58M0.0%+8.3%0.062%
2/13/2026 Bragg 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%
2/12/2026 TopTier Wealth Management LLC9,795$450K0.3%N/A0.017%
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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%
2/12/2026 Founders Financial Alliance LLC3,950$181K0.0%-14.6%0.007%
2/12/2026 Trailhead Planners LLC10,460$480K0.5%N/A0.019%
2/11/2026 M 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%
2/11/2026 Focus Partners Advisor Solutions LLC20,160$925K0.0%N/A0.036%
2/11/2026 Waddell & Associates LLC18,278$839K0.1%-1.3%0.033%


PRFZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 institutional investors and hedge funds held shares of Invesco RAFI US 1500 Small-Mid ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($793.52M), Bank of America Corp DE ($131.14M), LPL Financial LLC ($61.13M), Waverly Advisors LLC ($50.90M), Cetera Investment Advisers ($47.30M), Raymond James Financial Inc. ($47.05M), and Stonebridge Financial Group LLC ($42.55M).Learn more on Invesco RAFI US 1500 Small-Mid ETF's institutional investors.

Of the 216 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 ($494.20K), Bank of America Corp DE ($448.72K), Invesco Ltd. ($414.54K), and AlphaCore Capital LLC ($267.77K).

Institutional investors have bought a total of 2,684,702 shares in the last 24 months. This purchase volume represents approximately $122.73M in transactions.

Of the 89 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 ($154.76K), Arbor Investment Advisors LLC ($123.25K), Royal Bank of Canada ($81.21K), Equitable Holdings Inc. ($73.10K), Dynamic Advisor Solutions LLC ($71.67K), and Bank of America Corp DE ($62.76K).

Institutional investors have sold a total of 1,243,859 shares in the last 24 months. This volume of shares sold represents approximately $56.13M in transactions.


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Institutional ownership data for NASDAQ:PRFZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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