Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,698
shares
|
$317,080
0.02% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
7,695
shares
|
$316,957
0.07% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,670
shares
|
$315,927
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,573
shares
|
$311,931
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,460
shares
|
$307,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7,420
shares
|
$305,629
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
7,375
shares
|
$303,776
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,363
shares
|
$303,281
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
7,325
shares
|
$301,716
0.03% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,250
shares
|
$298,627
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
7,150
shares
|
$294,508
0.03% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,105
shares
|
$292,654
0.0% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
7,025
shares
|
$289,359
0.07% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
6,940
shares
|
$285,858
0.03% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,867
shares
|
$282,851
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
6,843
shares
|
$281,863
0.01% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
6,800
shares
|
$280,092
0.07% of portfolio
|
Q4 2023
Reduced 44.6%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,774
shares
|
$279,021
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
6,750
shares
|
$278,032
0.04% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,749
shares
|
$277,991
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
6,432
shares
|
$264,934
0.0% of portfolio
|
Q4 2024
Added 206.72%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
6,255
shares
|
$257,643
0.0% of portfolio
|
Q1 2024
Added 8.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,150
shares
|
$253,318
0.05% of portfolio
|
Q4 2024
Reduced 24.54%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
5,960
shares
|
$245,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
5,928
shares
|
$244,174
0.01% of portfolio
|
Q4 2024
New holding
|