Purchases and Sales Made in Q1 2020 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2020. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.05M+ 43.03% |
$83.6M - $146M
|
3.5M
$146M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
193KNew |
$15.3M - $26.8M
|
193K
$8.05M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.8KNew |
$7.36M - $12.9M
|
92.8K
$3.87M
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
46.7K+ 124.19% |
$3.7M - $6.48M
|
84.2K
$3.51M
|
|
|
May 14, 2020
Q1 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.9K+ 18.66% |
$3.24M - $5.68M
|
260K
$10.8M
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6K+ 153.54% |
$2.43M - $4.25M
|
50.5K
$2.11M
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.8K+ 168.73% |
$2.36M - $4.14M
|
47.4K
$1.98M
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
BUY
|
- |
27K+ 76.73% |
$2.14M - $3.75M
|
62.2K
$2.59M
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$842K - $1.47M
|
10.6K
$442K
|
|
|
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.78K+ 24.03% |
$775K - $1.36M
|
50.4K
$2.1M
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.08K+ 486.04% |
$720K - $1.26M
|
11K
$457K
|
|
|
May 13, 2020
Q1 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.97K+ 80.98% |
$711K - $1.25M
|
20K
$835K
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.6K+ 36.34% |
$524K - $917K
|
24.8K
$1.03M
|
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.45K+ 88.99% |
$432K - $757K
|
11.6K
$482K
|
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8KNew |
$381K - $667K
|
4.8K
$200K
|
|
|
May 08, 2020
Q1 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.24KNew |
$336K - $589K
|
4.24K
$177K
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 56.37% |
$282K - $495K
|
9.88K
$412K
|
|
|
May 05, 2020
Q1 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.34K+ 70.91% |
$265K - $464K
|
8.06K
$336K
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.23KNew |
$256K - $449K
|
3.23K
$135K
|
|
|
Apr 21, 2020
Q1 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.13KNew |
$248K - $434K
|
3.13K
$130K
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.98K+ 753.54% |
$237K - $415K
|
3.38K
$141K
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
2.5KNew |
$198K - $347K
|
2.5K
$104K
|
|
|
May 14, 2020
Q1 2020
|
Natixis
Paris, I0 |
BUY
|
- |
1.59K+ 43.36% |
$126K - $221K
|
5.26K
$219K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.4KNew |
$111K - $194K
|
1.4K
$58.1K
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.29KNew |
$102K - $179K
|
1.29K
$53.7K
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 2.95% |
$90K - $158K
|
39.7K
$1.65M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 1.2% |
$80.7K - $141K
|
85.5K
$3.56M
|
|
|
May 11, 2020
Q1 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
797New |
$63.2K - $111K
|
797
$33.2K
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
BUY
|
- |
745New |
$59.1K - $103K
|
745
$31.1K
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
438+ 20.79% |
$34.7K - $60.8K
|
2.55K
$106K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
407+ 1.44% |
$32.3K - $56.5K
|
28.8K
$1.2M
|
|
|
May 13, 2020
Q1 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
307New |
$24.3K - $42.6K
|
307
$12.8K
|
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
BUY
|
- |
272New |
$21.6K - $37.8K
|
272
$11.3K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
170+ 1.21% |
$13.5K - $23.6K
|
14.2K
$590K
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
114New |
$9.04K - $15.8K
|
114
$4.75K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$8.41K - $14.7K
|
106
$4.42K
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
76+ 172.73% |
$6.03K - $10.6K
|
120
$5K
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74+ 0.1% |
$5.87K - $10.3K
|
72.3K
$3.01M
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
67+ 0.65% |
$5.31K - $9.31K
|
10.3K
$430K
|
|
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.46% |
$4.44K - $7.78K
|
12.3K
$515K
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
54New |
$4.28K - $7.5K
|
54
$2.25K
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45+ 1.21% |
$3.57K - $6.25K
|
3.77K
$157K
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
42New |
$3.33K - $5.83K
|
42
$1.75K
|
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.75% |
$1.74K - $3.06K
|
2.94K
$123K
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14+ 0.47% |
$1.11K - $1.94K
|
2.98K
$124K
|
|
|
Apr 13, 2020
Q1 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$397 - $695
|
2.53K
$105K
|
|
|
May 07, 2020
Q1 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.12% |
$238 - $417
|
2.45K
$102K
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.99% |
$79.3 - $139
|
102
$4.25K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5Closed |
$397 - $695
|
0
$0
|