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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,850
shares
|
$158,581
0.0% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,830
shares
|
$157,757
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,758
shares
|
$154,792
0.01% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,668
shares
|
$151,084
0.0% of portfolio
|
Q3 2024
Added 58.58%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,649
shares
|
$150,302
0.0% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,429
shares
|
$141,240
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,774
shares
|
$114,261
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,685
shares
|
$110,595
0.01% of portfolio
|
Q4 2024
Reduced 40.86%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,680
shares
|
$110,389
0.03% of portfolio
|
Q4 2024
Added 502.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,635
shares
|
$108,535
0.01% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,380
shares
|
$98,032
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,280
shares
|
$93,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,189
shares
|
$90,164
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,100
shares
|
$86,499
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$82,380
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,936
shares
|
$79,743
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,790
shares
|
$73,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,625
shares
|
$66,933
0.02% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,565
shares
|
$64,462
0.0% of portfolio
|
Q1 2022
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,563
shares
|
$64,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,556
shares
|
$64,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,481
shares
|
$61,002
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,480
shares
|
$60,961
0.02% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,463
shares
|
$60,260
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,434
shares
|
$59,066
0.01% of portfolio
|
Q2 2024
Added 22.15%
|