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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
12,997
shares
|
$580,186
0.07% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,250
shares
|
$546,840
0.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
12,200
shares
|
$544,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
11,966
shares
|
$534,162
0.0% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,670
shares
|
$520,948
0.04% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,661
shares
|
$520,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
11,402
shares
|
$508,985
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,199
shares
|
$499,923
0.0% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
11,083
shares
|
$494,745
0.06% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
11,004
shares
|
$491,218
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
10,925
shares
|
$487,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,910
shares
|
$487,022
0.02% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
10,903
shares
|
$486,709
0.14% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,500
shares
|
$468,720
0.14% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,440
shares
|
$466,041
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,379
shares
|
$463,318
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
10,172
shares
|
$454,078
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
9,994
shares
|
$446,132
0.15% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,855
shares
|
$439,927
0.05% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,752
shares
|
$435,329
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
9,482
shares
|
$423,276
0.14% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,067
shares
|
$404,750
0.02% of portfolio
|
Q2 2025
Reduced 38.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,006
shares
|
$402,027
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
8,880
shares
|
$396,403
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
8,745
shares
|
$390,376
0.01% of portfolio
|
Q2 2025
Added 50.13%
|