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 290 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
57,545
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
54,978
shares
|
$2.3 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
54,919
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
48,400
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
44,134
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
42,639
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
42,523
shares
|
$1.78 Million
0.34% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.75 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,465
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
39,902
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
39,843
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
39,684
shares
|
$1.66 Million
0.54% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
37,629
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,727
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
36,315
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
35,982
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
35,578
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,020
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,298
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
34,176
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
28,368
shares
|
$1.19 Million
0.42% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
28,077
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
26,434
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
26,088
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2024
Added 0.08%
|