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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,825
shares
|
$239,931
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
5,798
shares
|
$238,819
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
5,790
shares
|
$238,490
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,774
shares
|
$237,831
0.13% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
5,670
shares
|
$233,547
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,670
shares
|
$233,547
0.03% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
5,656
shares
|
$232,970
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
5,617
shares
|
$231,364
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,597
shares
|
$230,540
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,523
shares
|
$227,492
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$227,080
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,485
shares
|
$225,927
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,413
shares
|
$222,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,036
shares
|
$207,432
0.0% of portfolio
|
Q4 2024
Added 51.32%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,005
shares
|
$206,155
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
4,981
shares
|
$205,167
0.09% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,973
shares
|
$204,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,725
shares
|
$194,622
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,621
shares
|
$190,338
0.05% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$189,474
0.0% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
4,340
shares
|
$178,764
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
4,330
shares
|
$178,352
0.11% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,015
shares
|
$165,377
0.01% of portfolio
|
Q4 2022
Added 11.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$161,094
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,885
shares
|
$160,023
0.06% of portfolio
|
Q2 2024
Reduced 24.93%
|