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 311 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $963 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,098
shares
|
$49,014
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,020
shares
|
$45,532
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
929
shares
|
$41,470
0.0% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
919
shares
|
$41,024
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
911
shares
|
$40,667
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
869
shares
|
$38,792
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
860
shares
|
$38,390
0.03% of portfolio
|
Q4 2024
Reduced 67.85%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
835
shares
|
$37,274
0.09% of portfolio
|
Q2 2021
Reduced 32.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
824
shares
|
$36,783
0.0% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
765
shares
|
$34,149
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
750
shares
|
$33,480
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
625
shares
|
$27,900
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
592
shares
|
$26,426
0.0% of portfolio
|
Q2 2025
Added 463.81%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
525
shares
|
$23,436
0.0% of portfolio
|
Q3 2023
Added 294.74%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
515
shares
|
$22,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
501
shares
|
$22,364
0.0% of portfolio
|
Q1 2025
Reduced 47.04%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
485
shares
|
$21,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
476
shares
|
$21,248
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
470
shares
|
$20,980
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
460
shares
|
$20,534
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
420
shares
|
$18,748
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
420
shares
|
$18,748
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
420
shares
|
$18,748
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
391
shares
|
$17,454
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
378
shares
|
$16,873
0.0% of portfolio
|
Q1 2025
Added 266.99%
|