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

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$37.49
+0.65 (+1.76%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$923.15M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$23.49M
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PRFZ Institutional Buying and Selling by Quarter

Invesco FTSE 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
4/23/2024Arbor Investment Advisors LLC827,095$32.49M4.8%+1.9%1.368%
4/23/2024Raymond James Financial Services Advisors Inc.124,127$4.88M0.0%-0.8%0.205%
4/22/2024Oakworth Capital Inc.3,834$151K0.0%N/A0.006%
4/22/2024Raymond James & Associates980,138$38.50M0.0%-2.7%1.621%
4/22/2024Solitude Financial Services8,630$339K0.2%-90.4%0.014%
4/20/2024KWB Wealth39,007$1.53M0.2%-19.0%0.065%
4/19/2024Cornerstone Wealth Management LLC124,601$4.89M0.4%+3.5%0.206%
4/18/2024Verum Partners LLC25,792$1.01M0.4%-2.1%0.043%
4/18/2024Arlington Financial Advisors LLC178,625$7.02M1.5%-24.3%0.296%
4/17/2024Private Ocean LLC83,790$3.29M0.3%-1.3%0.139%
4/16/2024Kathmere Capital Management LLC12,440$489K0.1%-5.9%0.021%
4/16/2024Wealth Enhancement Advisory Services LLC1,172,108$46.04M0.1%+11.2%1.942%
4/12/2024 Dynamic Advisor Solutions LLC251,197$9.87M0.3%+4.6%0.416%
4/12/2024 West Coast Financial LLC6,640$261K0.0%-6.8%0.011%
4/12/2024 Charles Schwab Trust Co75,899$2.98M0.3%-8.9%0.126%
4/11/2024 Boston Standard Wealth Management LLC40,902$1.61M0.4%+17.7%0.068%
4/10/2024 Johnson & White Wealth Management LLC168,673$6.63M4.8%+9.5%0.278%
4/10/2024 Legacy Private Trust Co.99,212$3.90M0.3%-2.6%0.164%
4/9/2024 Mather Group LLC.1,718$64K0.0%N/A0.003%
4/5/2024 GAMMA Investing LLC1,174$46K0.0%N/A0.002%
4/5/2024 Capital Market Strategies LLC8,510$334K0.3%-3.0%0.014%
4/4/2024 Advance Capital Management Inc.16,544$650K0.0%N/A0.027%
2/14/2024Waverly Advisors LLC1,631,552$61.17M2.3%+2.8%2.664%
2/14/2024Waddell & Associates LLC23,705$889K0.1%+53.8%0.039%
2/14/2024Traction Financial Partners LLC10,044$377K0.3%N/A0.016%
2/13/2024Exencial Wealth Advisors LLC9,270$348K0.0%-5.3%0.015%
2/13/2024Cetera Advisor Networks LLC397,265$14.89M0.1%+1.1%0.649%
2/13/2024Tower Research Capital LLC TRC 832$31K0.0%N/A0.001%
2/13/2024CIBC Private Wealth Group LLC19,570$734K0.0%-6.6%0.032%
2/13/2024Laurel Wealth Advisors LLC3,510$132K0.0%-10.2%0.006%
2/13/2024Peapack Gladstone Financial Corp5,825$218K0.0%N/A0.010%
2/12/2024Tradition Wealth Management LLC14,743$553K0.1%-7.0%0.024%
2/12/2024Steward Partners Investment Advisory LLC41,989$1.57M0.0%+37.5%0.069%
2/9/2024Johnson Financial Group Inc.1,061$40K0.0%+382.3%0.002%
2/9/2024Advisory Services Network LLC32,138$1.21M0.0%+36.0%0.052%
2/9/2024Orion Portfolio Solutions LLC36,044$1.32M0.0%-10.1%0.059%
2/9/2024US Bancorp DE47,954$1.80M0.0%-5.4%0.078%
2/9/2024Tidemark LLC2,189$82K0.1%N/A0.004%
2/9/2024Corient Private Wealth LLC21,396$802K0.0%+47.1%0.035%
2/9/2024D.A. Davidson & CO.13,556$508K0.0%+3.4%0.022%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
2/9/2024Sachetta LLC32,461$1.22M0.6%N/A0.053%
2/9/2024Wells Fargo & Company MN699,612$26.23M0.0%+6.1%1.142%
2/9/2024UBS Group AG640,937$24.03M0.0%-1.6%1.047%
2/8/2024Financial Advocates Investment Management15,285$573K0.0%-14.9%0.025%
2/8/2024OMNI 360 Wealth Inc.22,519$844K0.8%N/A0.037%
2/8/2024Beacon Pointe Advisors LLC5,987$224K0.0%-27.2%0.010%
2/8/2024Three Bridge Wealth Advisors LLC198,885$7.46M2.6%-2.1%0.325%
2/7/2024Avantax Advisory Services Inc.267,149$10.02M0.1%+23.3%0.436%
2/7/2024JFS Wealth Advisors LLC63,862$2.39M0.2%-1.3%0.104%
2/7/2024 NBC Securities Inc.1,120$41K0.0%N/A0.002%
2/7/2024Accredited Investors Inc.257,499$9.65M0.7%-5.1%0.420%
2/7/2024Principal Securities Inc.2,806$105K0.0%N/A0.005%
2/7/2024Wealthspire Advisors LLC6,670$250K0.0%N/A0.011%
2/6/2024Charles Schwab Investment Advisory Inc.21,005,608$787.50M1.1%+4.4%34.300%
2/6/2024Aviance Capital Partners LLC10,315$387K0.1%-4.6%0.017%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,390$539K0.0%+2.8%0.023%
2/6/2024Private Advisor Group LLC44,046$1.65M0.0%-4.0%0.072%
2/6/2024Spire Wealth Management8,822$318K0.0%-12.5%0.014%
2/6/2024First Horizon Advisors Inc.1,420$53K0.0%N/A0.002%
2/5/2024Savant Capital LLC8,748$328K0.0%N/A0.014%
2/5/2024Stegent Equity Advisors Inc.6,272$235K0.3%-11.3%0.010%
2/2/2024Marquette Asset Management LLC44,455$1.67M0.3%-13.1%0.072%
2/2/2024New England Private Wealth Advisors LLC26,022$976K0.2%-6.2%0.042%
2/2/2024Callan Capital LLC297,158$11.14M1.1%-9.9%0.484%
1/30/2024 Market Street Wealth Management Advisors LLC15,165$569K0.1%-11.4%0.025%
1/30/2024Carnegie Capital Asset Management LLC5,485$206K0.0%N/A0.009%
1/29/2024Clarius Group LLC60,407$2.27M0.2%-26.1%0.098%
1/29/2024Perigon Wealth Management LLC113,477$4.25M0.1%+2.7%0.185%
1/29/2024Valeo Financial Advisors LLC7,797$292K0.0%+8.4%0.013%
1/29/2024Arbor Investment Advisors LLC811,882$30.44M4.8%+0.1%1.323%
1/26/2024Cerity Partners LLC126,532$4.74M0.0%+23.8%0.206%
1/26/2024Sequoia Financial Advisors LLC9,226$346K0.0%N/A0.015%
1/24/2024Allworth Financial LP945$35K0.0%-40.6%0.002%
1/24/2024Mascoma Wealth Management LLC6,800$255K0.1%-44.6%0.011%
1/23/2024WealthShield Partners LLC11,510$432K0.1%+2.4%0.019%
1/23/2024Sightline Wealth Advisors LLC5,688$213K0.2%N/A0.009%
1/23/2024FAS Wealth Partners Inc.7,104$266K0.0%+4.5%0.012%
1/23/2024Private Ocean LLC84,872$3.18M0.3%-0.8%0.139%
1/22/2024Pinnacle Financial Partners Inc5,728$215K0.0%-43.8%0.009%
1/19/2024PFG Advisors31,670$1.19M0.1%+1.0%0.052%
1/19/2024Synergy Asset Management LLC83,520$3.13M0.6%N/A0.136%
1/19/2024Hibernia Wealth Partners LLC17,681$663K0.5%-30.5%0.029%
1/18/2024Cutler Group LLC CA1,500$56K0.0%N/A0.002%
1/18/2024GenTrust LLC5,435$204K0.0%N/A0.009%
1/17/2024 Johnson & White Wealth Management LLC154,100$5.78M4.8%+7.8%0.252%
1/17/2024Sound Stewardship LLC78,494$2.94M1.9%-10.1%0.128%
1/16/2024Raymond James Financial Services Advisors Inc.125,146$4.69M0.0%+2.0%0.204%
1/16/2024Raymond James & Associates1,007,466$37.77M0.0%+1.5%1.645%
1/16/2024Wealthsource Partners LLC80,843$3.03M0.2%-2.7%0.132%
1/12/2024Advisor Resource Council7,073$265K0.0%N/A0.012%
Elon Musk’s Controversial New Project: “Apollo” (Ad)

Have you seen this footage outside the headquarters of Elon Musk's "Project Apollo?" Big Tech and the mainstream media have called this project "controversial"...

Click here to see the details because there's a lot of money at stake.
1/12/2024 Fortitude Family Office LLC5,175$194K0.1%N/A0.008%
1/11/2024 Dynamic Advisor Solutions LLC240,179$8.66M0.3%+22.1%0.393%
1/11/2024KWB Wealth48,150$1.81M0.3%+357.9%0.079%
1/10/2024Cornerstone Wealth Management LLC120,373$4.51M0.4%+0.7%0.197%
1/10/2024Dfpg Investments LLC38,757$1.40M0.1%-18.4%0.063%
1/10/2024 Charles Schwab Trust Co83,294$3.12M0.3%-4.0%0.136%
1/9/2024Arlington Financial Advisors LLC235,953$8.85M2.6%+24.7%0.386%
1/4/2024 Hoese & Co LLP8,880$333K0.3%-14.5%0.015%
12/11/2023Sunbelt Securities Inc.1,430$47K0.0%+400.0%0.002%
12/6/2023Citigroup Inc.25,423$839K0.0%+2,684.6%0.042%
(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, 221 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. ($787.50M), Bank of America Corp DE ($107.70M), Waverly Advisors LLC ($61.17M), Warren Averett Asset Management LLC ($54.31M), WA Asset Management LLC ($46.86M), Wealth Enhancement Advisory Services LLC ($46.04M), and Raymond James & Associates ($38.50M).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), Invesco Ltd. ($838.26K), Raymond James & Associates ($830.95K), Bank of New York Mellon Corp ($797.28K), Arbor Investment Advisors LLC ($684.51K), and UBS Group AG ($594.68K).

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

Institutional investors have bought a total of 28,325,391 shares in the last 24 months. This purchase volume represents approximately $963.58M in transactions.

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

Of the 95 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. ($235.14K), Waddell & Associates LLC ($122.90K), Solitude Financial Services ($110.94K), Raymond James & Associates ($81.28K), Arlington Financial Advisors LLC ($66.49K), Wealth Enhancement Advisory Services LLC ($39.57K), and Callan Capital LLC ($35.52K).

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

Institutional investors have sold a total of 1,090,420 shares in the last 24 months. This volume of shares sold represents approximately $55.74M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 4/24/2024 by MarketBeat.com Staff

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