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 288 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
420
shares
|
$18,110
0.0% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
420
shares
|
$18,110
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
420
shares
|
$18,110
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
414
shares
|
$17,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
390
shares
|
$16,816
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
390
shares
|
$16,816
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
373
shares
|
$16,083
0.0% of portfolio
|
Q2 2024
Reduced 88.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$12,720
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
295
shares
|
$12,720
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
290
shares
|
$12,504
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$12,461
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
270
shares
|
$11,642
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
250
shares
|
$10,780
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
240
shares
|
$10,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
239
shares
|
$10,305
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
224
shares
|
$9,658
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
205
shares
|
$8,839
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
198
shares
|
$8,537
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
185
shares
|
$7,977
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
165
shares
|
$7,114
0.0% of portfolio
|
Q3 2024
Reduced 59.76%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
160
shares
|
$6,899
0.0% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
139
shares
|
$5,993
0.0% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
130
shares
|
$5,605
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
102
shares
|
$4,398
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$4,312
0.0% of portfolio
|
Q4 2024
New holding
|