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

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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)
172
Total
Institutional Inflows
(last 12 months)
$924.09M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$24.18M
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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
5/8/2024Avantax Advisory Services Inc.293,505$11.53M0.1%+9.9%0.479%
5/8/2024US Bancorp DE40,843$1.60M0.0%-14.8%0.067%
5/7/2024PFG Advisors36,039$1.42M0.1%+13.8%0.059%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,580$337K0.0%-40.4%0.014%
5/7/2024 Wealthspire Advisors LLC5,294$208K0.0%-20.6%0.009%
5/3/2024 Larson Financial Group LLC8,707$342K0.0%+9.4%0.014%
5/3/2024 Callan Capital LLC292,985$11.51M1.0%-1.4%0.481%
5/2/2024 Fidelis Capital Partners LLC14,500$570K0.1%N/A0.024%
5/2/2024 Palisade Asset Management LLC970$38K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC5,269$207K0.0%N/A0.009%
5/1/2024 BOK Financial Private Wealth Inc.2,000$79K0.0%N/A0.003%
5/1/2024 Diversify Advisory Services LLC32,878$1.28M0.1%N/A0.054%
4/30/2024 Private Advisor Group LLC43,459$1.71M0.0%-1.3%0.071%
4/30/2024 WealthBridge Capital Management LLC66,272$2.60M0.9%+2.1%0.109%
4/30/2024 Perigon Wealth Management LLC121,258$4.76M0.1%+6.9%0.199%
4/30/2024 Townsend Asset Management Corp NC ADV9,739$383K0.2%-3.9%0.016%
4/29/2024Commonwealth Equity Services LLC277,821$10.91M0.0%+0.2%0.456%
4/29/2024 Benjamin F. Edwards & Company Inc.717$28K0.0%+169.5%0.001%
4/24/2024 Oxler Private Wealth LLC20,358$800K0.3%-2.4%0.034%
4/23/2024 Arbor Investment Advisors LLC827,095$32.49M4.8%+1.9%1.368%
4/23/2024 Raymond James Financial Services Advisors Inc.124,127$4.88M0.0%-0.8%0.205%
4/22/2024 Oakworth Capital Inc.3,834$151K0.0%N/A0.006%
4/22/2024 Raymond James & Associates980,138$38.50M0.0%-2.7%1.621%
4/22/2024 Solitude Financial Services8,630$339K0.2%-90.4%0.014%
4/20/2024 KWB Wealth39,007$1.53M0.2%-19.0%0.065%
4/19/2024 Cornerstone Wealth Management LLC124,601$4.89M0.4%+3.5%0.206%
4/18/2024 Verum Partners LLC25,792$1.01M0.4%-2.1%0.043%
4/18/2024 Arlington Financial Advisors LLC178,625$7.02M1.5%-24.3%0.296%
4/17/2024 Private Ocean LLC83,790$3.29M0.3%-1.3%0.139%
4/16/2024Kathmere Capital Management LLC12,440$489K0.1%-5.9%0.021%
4/16/2024 Wealth 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%
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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 TRC832$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%
2/9/2024 Advisory 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%
2/9/2024 Sachetta 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%
2/8/2024 Financial Advocates Investment Management15,285$573K0.0%-14.9%0.025%
2/8/2024 OMNI 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%
2/7/2024 JFS 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%
2/7/2024 Wealthspire 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%
2/6/2024 Aviance 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%
2/6/2024 Private Advisor Group LLC44,046$1.65M0.0%-4.0%0.072%
2/6/2024 Spire Wealth Management8,822$318K0.0%-12.5%0.014%
2/6/2024 First Horizon Advisors Inc.1,420$53K0.0%N/A0.002%
2/5/2024 Savant Capital LLC8,748$328K0.0%N/A0.014%
2/5/2024 Stegent Equity Advisors Inc.6,272$235K0.3%-11.3%0.010%
2/2/2024 Marquette 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%
2/2/2024 Callan 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%
1/30/2024 Carnegie Capital Asset Management LLC5,485$206K0.0%N/A0.009%
1/29/2024 Clarius Group LLC60,407$2.27M0.2%-26.1%0.098%
1/29/2024 Perigon Wealth Management LLC113,477$4.25M0.1%+2.7%0.185%
1/29/2024 Valeo Financial Advisors LLC7,797$292K0.0%+8.4%0.013%
1/29/2024 Arbor Investment Advisors LLC811,882$30.44M4.8%+0.1%1.323%
1/26/2024Cerity Partners LLC126,532$4.74M0.0%+23.8%0.206%
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1/26/2024 Sequoia Financial Advisors LLC9,226$346K0.0%N/A0.015%
1/24/2024 Allworth Financial LP945$35K0.0%-40.6%0.002%
1/24/2024 Mascoma Wealth Management LLC6,800$255K0.1%-44.6%0.011%
1/23/2024 WealthShield Partners LLC11,510$432K0.1%+2.4%0.019%
1/23/2024 Sightline Wealth Advisors LLC5,688$213K0.2%N/A0.009%
1/23/2024 FAS Wealth Partners Inc.7,104$266K0.0%+4.5%0.012%
1/23/2024 Private Ocean LLC84,872$3.18M0.3%-0.8%0.139%
1/22/2024 Pinnacle Financial Partners Inc5,728$215K0.0%-43.8%0.009%
1/19/2024PFG Advisors31,670$1.19M0.1%+1.0%0.052%
1/19/2024 Synergy Asset Management LLC83,520$3.13M0.6%N/A0.136%
(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, 223 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 210 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 28,408,474 shares in the last 24 months. This purchase volume represents approximately $966.36M 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 ($64.18K), Callan Capital LLC ($39.69K), and Wealth Enhancement Advisory Services LLC ($39.57K).

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

Institutional investors have sold a total of 1,096,243 shares in the last 24 months. This volume of shares sold represents approximately $55.49M in transactions.


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This page (NASDAQ:PRFZ) was last updated on 5/8/2024 by MarketBeat.com Staff

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