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 289 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 $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,412
shares
|
$616,833
0.03% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
14,371
shares
|
$615,078
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
13,725
shares
|
$587,430
0.1% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,500
shares
|
$577,800
0.13% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
13,489
shares
|
$577,329
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,399
shares
|
$573,477
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,168
shares
|
$563,590
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
13,061
shares
|
$559,010
0.18% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,424
shares
|
$531,747
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
12,198
shares
|
$522,074
0.03% of portfolio
|
Q3 2024
Added 34.46%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
12,169
shares
|
$520,833
0.01% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,169
shares
|
$520,833
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
12,160
shares
|
$520,447
0.05% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,996
shares
|
$513,428
0.0% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
11,771
shares
|
$503,798
0.07% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,481
shares
|
$491,386
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
11,388
shares
|
$487,406
0.02% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
11,004
shares
|
$470,971
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,925
shares
|
$467,589
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,786
shares
|
$461,640
0.0% of portfolio
|
Q3 2024
Reduced 80.99%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
10,527
shares
|
$450,555
0.01% of portfolio
|
Q3 2024
Added 33.63%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,500
shares
|
$449,399
0.15% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
10,333
shares
|
$442,252
0.05% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
10,260
shares
|
$439,127
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
10,188
shares
|
$436,046
0.0% of portfolio
|
Q3 2024
Added 68.48%
|