Who Owns PRFZ?
Invesco RAFI US 1500 Small-Mid ETF — Institutional Ownership & 13F Holdings
$50.44
+0.00 (+0.00%)
Market Cap
$2.8B
Shares Outstanding
51,964,419
Institutional Holders
273
Total Inst. Value
$691.0M
% of Float Held
—
QoQ Holder Change
+86
Institutional data as of Q1 2025
New Positions
63
Closed Positions
26
Increased
65
Decreased
76
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $97.0M | 2,563,399 |
| 2 | Waverly Advisors, LLC | $46.6M | 1,230,237 |
| 3 | MORGAN STANLEY | $42.1M | 1,111,281 |
| 4 | RAYMOND JAMES FINANCIAL INC | $38.7M | 1,021,350 |
| 5 | FIRST FOUNDATION ADVISORS | $38.4M | 1,013,774 |
| 6 | Arbor Investment Advisors, LLC | $33.5M | 884,992 |
| 7 | ROYAL BANK OF CANADA | $27.6M | 727,681 |
| 8 | WELLS FARGO & COMPANY/MN | $26.5M | 699,544 |
| 9 | UBS Group AG | $25.6M | 675,763 |
| 10 | Stonebridge Financial Group, LLC | $25.4M | 670,623 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +12K | $38.7M |
| Arbor Investment Advisors, LLC | +21K | $33.5M |
| ROYAL BANK OF CANADA | +37K | $27.6M |
| Stonebridge Financial Group, LLC | +43K | $25.4M |
| Invesco Ltd. | +53K | $18.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -752K | $19.9M |
| LPL Financial LLC | -156K | $41K |
| Independent Advisor Alliance | -104K | $1.0M |
| FIRST FOUNDATION ADVISORS | -92K | $38.4M |
| Waverly Advisors, LLC | -91K | $46.6M |
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Frequently Asked Questions
How many institutional investors hold PRFZ?
As of Q1 2025, 273 institutional investors report holding PRFZ (Invesco RAFI US 1500 Small-Mid ETF) in their 13F filings.
Which hedge fund owns the most PRFZ?
The largest institutional holder of PRFZ is BANK OF AMERICA CORP /DE/ with $97.0M in shares.
Are institutions buying or selling PRFZ?
This quarter, 63 institutions opened new positions in PRFZ and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.